Best Long & Short Strategies 2025 Q4: Parts II and III
Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It
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Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It
Rubrik | Tariffs | Stock-Bond Model
Rubrik Q2 earnings and market review
Comment: Markets · AI | Iran-Israel
Mid-summer melt up in risk assets
Spectra Markets | Jackson Hole Survey Results
One of the most heavily skewed survey results I have ever seen for an event like this
US Tariffs | Beyond The Rhetoric
Beyond The Rhetoric: IDT Is A Positive Tailwind For US Assets But a Headwind For the ROW
Russia-Ukraine | Trump-Zelenskyy++ | Narrative Control
Analysis and perspectives roundup
Russia-Ukraine | Trump-Zelensky | Exxon Sakhalin-1
Follow the money trail. Trump-Zelensky script
Russia-Ukraine | Club Med White House Tour List
One up on IRGC concentration risk
Mark Galeotti | Trump-Putin · Russian Press Overview
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