Red Thread: Europe Edition - Mid-Year Report 2025 (UBS AM)
“Who do I call if I want to speak to Europe?” - Henry Kissinger. While Europe has clearly made strides since this…
Stocks and Sectors Outlook
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Sector Atlas 2025: Trade War Is a Sector War After All (Allianz)
An overview summarizing key opportunities and challenges as well as each sector’s strengths and weaknesses along…
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Generational Change (MUFG)
The global economy is going through a seismic period of generational change across geopolitical power, economic…
When the AI Bubble Bursts (Myrmikan Capital)
A.I. is loads of fun as a toy, but its structure makes it wholly inadequate for critical applications. Here is a…
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