Investment Perspectives explores emerging themes shaping opportunity—concise, forward-looking letters designed to inform conviction, inspire action, and connect market vision with strategic investment outcomes.

Bitcoin
January 13, 2026
Bitcoin: The Weighing Machine Paradox

2025 in Review
December 30, 2025
2025 in Review: When Process Mattered Most

Tariff Wars
April 3, 2025
Tariff Wars: Investment Impact and Opportunities

Auto Tariffs
March 27, 2025
Auto Tariffs and the Reshoring Crossroads: Economic Ripples and Sector Implications

2025 Outlook
February 27, 2025
2025 Outlook: Navigating Tariffs, AI Transitions, and the Next Market Cycle

Election 2024
October 28, 2024
Election 2024: Policy Divergence and Sector-Level Market Implications