Best Long & Short Strategies 2025 Q4: Parts II and III
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Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It
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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
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Beyond The Rhetoric: IDT Is A Positive Tailwind For US Assets But a Headwind For the ROW
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Local sources. High-frequency price monitoring US tariff effects
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US Preeminence vs. Exceptionalism. Why the report stands out.
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US Preeminence before US Exceptionalism was popular. Market update.
Could Independence Day Tariffs + Big Beautiful Bill Tax Cuts = USA Win/Win
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