The more things change, the more they stay the same
‣ Is this time really different?
‣ Timing the next US recession
‣ Market implications
‣ こんにちは (Kon’nichiwa), Japan!
‣ China’s Taiwan problem is structural, not cyclical
‣ Looking ahead to the seminal US 2024 election
‣ Gauging AI’s economic and market impact