• 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.

• 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.

• 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.

• 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.

• January 8, 2024

The Houthis aren’t aiming to boost North American trade

Global shipping is under pressure.

• 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.

• December 22, 2023

Presidential Politics Is a Bleak Place

Today, we speak with Dr. Luntz, a world-renowned political consultant, professor, and pollster.

• December 15, 2023

No One Sees the Good Stuff Happening

Good stuff is happening.

• December 8, 2023

Felix Zulauf: The Unipolar World Is Over

Geopolitical tensions are running at multidecade highs. We all know about Israel v. Hamas and Russia v. Ukraine. But what about Guyana?

• December 1, 2023

Argentina Finally Did Something Right

Argentina’s new president-elect, anarcho-capitalist Javier Milei, catapults Argentina’s markets 29%.