• January 26, 2024

We’re in a “Rivalry That Could Go Hot”

The thought of risking American lives and resources over a little island off mainland China leaves most Americans perplexed. That is understandable.

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• January 18, 2024

Are We on a Collision Course with China?

We are at the onset of a shift in the markets. In the years ahead, investors won’t be able to rely on broad-based ETFs to deliver great returns.

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• January 15, 2024

It’s a stock (and niche ETF!) picker’s market

2023 was a great year for the stock market.

But it was an epic year for a handful of select stocks.

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• January 12, 2024

AI Helps Spread China’s “Techno-Authoritarianism”

Today, artificial intelligence (AI) is the new technology on everyone’s mind. In my latest Global Macro Update interview I speak with former US Army Ranger Paul Scharre about AI’s darker potential.

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• January 8, 2024

The Houthis aren’t aiming to boost North American trade

Global shipping is under pressure.

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• January 5, 2024

What Comes Next?

I’d like to share my top takeaways from 2023 and how they’ve set up what comes next.

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