It is that time of year again and everyone will be sitting around on the second Sunday this February, asking that perennial American... Read More
RiskHedge—Disruption Research, Disruptive Technology Stocks—RiskHedge helps investors profit from disruption by providing research on the... Read More
Binyamin Appelbaum and Patrick Healy sit down to discuss President Trump’s reckless approach to trade and the economy. Read More
Many who dismiss President Trump’s idea of renewing Gaza lack a clear understanding of what he meant by “owning.” Was it private... Read More
“How much do their leaders believe in communism?” That was the first question Ronald Reagan asked Suzanne Massie, the recently... Read More
Interesting times. Read More
In a virtual address given to the World Economic Forum in Davos, President Trump promised to make the United States the... Read More
The best-case scenario is a political slush fund. The worst case is outright corruption. Read More
By Gonzalo Schwarz and Alexander McCobin Read More
President Donald Trump's appointment of Gail Slater as head of the Antitrust Division of the Justice Department will challenge Big Tech. Read More
What would America look like without a regulatory body like the Food and Drug Administration (FDA) overseeing and deciding drug safety and... Read More
USAID isn’t representing the United States around the world. It is representing a narrow and now very dated view around the world. Read More
Folk wisdom, dollar dominance, and hot money Read More
The stock market rally is starting to broaden out. Read More
Concerns about potential recession are rising Read More
Policy chaos doesn’t just make headlines; it fundamentally disrupts economic calculation and prosperity. Read More
We have put together a trade war chart book looking at US trade with China, Canada, and Mexico. Read More
American politicians may have soured on imported goods but not consumers. Read More
Real assets’ first test in modern times started in 2021. Did they perform as hoped? Read More
Main thrust points to further growth, supporting markets. Read More
President Donald Trump imposed 25% tariffs on Canadian and Mexican imports – and then suspended them. He also put a 10% tariff on Chinese imports, which has gone into effect. In doing so, Trump built on tariffs he put into effect during his first term—tariffs that President Joe Biden largely kept in place or added to. China has now countered by imposing its own ret... Read More
It is that time of year again and everyone will be sitting around on the second Sunday this February, asking that perennial American question: Do all of these Super Bowl ads really pay off? Yes. No. Sometimes. Needless to say, the answer is a bit complicated. With television ads topping a whopping $8 million this season, it can be hard to believe that companies will ea... Read More