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Thematic Primer
Foundational Insights Driving Our Investment Strategy. Uncovering Megatrends Shaping Tomorrow’s Markets.
October 17, 2025
Power Struggle: Natural Gas
May 16, 2025
Thematic Primer: Humanoid Robots
April 22, 2025
Thematic Primer: Artificial Intelligence, Phase 2
March 30, 2025
Haves vs. Have Nots
March 5, 2025
European Fiscal Primacy
December 19, 2024
25 Trades for 2025
September 30, 2024
Analytical Frameworks: Evaluating Payments
August 26, 2024
Can You Hear Me Now?
August 7, 2024
Healthcare’s Cyclical Inflection
July 3, 2024
Interconnects 101
June 5, 2024
The Utility of Bubbles: The Intersection of Fiscal & AI
May 7, 2024
High Quality H2O
March 5, 2024
Election 2024: Investment Implications & Preparations
December 21, 2023
24 Trades for 2024
October 20, 2023
OKTA Short & Cybersecurity Longs, Hacking Risk Frameworks
September 29, 2023
Analytical Frameworks: Evaluating Banks & Insurers
September 18, 2023
US Fiscal Primacy
August 24, 2023
China at the Crossroads
July 11, 2023
Upgrading from Overweight: The Effects of GLP-1 Drugs on the Investment Landscape
May 31, 2023