• July 30, 2024

17 Requirements for National Security

This week we continue our conversation about strengthening US and Western resiliency.

Read more

• July 26, 2024

The End of Trust: Former CIA Analyst Martin Gurri on the Information “Tsunami”

Something phenomenal happened in 2001. Humanity generated more information in a single year than it had in all of human history, combined, up to that point.

Read more

• July 23, 2024

Why Are We Still Relying on Russia?

The appetite for nuclear energy is growing fast. Here in the US, most adults now favor expanding our nuclear power capabilities because it’s a great alternative to fossil fuels. Unlike wind or solar, nuclear provides energy around the clock. So, why haven’t we built more nuclear power plants?

Read more

• July 19, 2024

CrowdStrike Founder on Taiwan and “Cold War II”

Several respected geopolitical analysts say the US is already in a Cold War with China.

Read more

• July 16, 2024

The Politics of Resilience

My goal for Global Macro Update is to help you navigate a complicated macroeconomic landscape. I intentionally avoid commenting on politics, unless it directly affects our investment themes.

Read more

• July 12, 2024

Step One to Becoming a Better Investor

In seasoned investment circles, nearly everyone reads the memos from Howard Marks, the co-chairman of Oaktree Capital Management, which he’s been writing for his clients since 1990.

Read more

• July 9, 2024

The Next Chance at Nvidia-like Returns

No investor wants to miss the wave of a massive, transformational technology. Spot these big shifts early, and you have a chance at Nvidia-like returns.

Read more