Geopolitics Update: Trade War, Tariffs & the Coming Tech Implosion

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As the Trump administration’s on-again, off-again trade war with China continues to create uncertainty for investors, we sat down with geopolitical strategist Peter Zeihan to learn more about the tariff program and what it could mean for the US economy. Similarly, we discussed the changing outlook for Silicon Valley technology firms — especially Tesla, Facebook, Twitter […]

Quarterly Strategy Update: Volatility Shocks & Dollar Bears

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Price excesses have built up over a long bull market. Stocks are expensive, and the volatility shock wave is traveling the globe. This quarter, we discuss the risks correlated with the current volatility, potential new sources of instability, and the sectors that could be the performance beneficiaries of these trends. Our research indicates we have […]