May 20, 2025

2025 Q1 Quarterly Macro Review

The first 100 days of Trump’s Presidential term has been disorienting. Rather than focus on one objective, he’s attempting a wholesale change of government, immigration, education, and trade. Everything, Everywhere, All at Once.

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2024 Q4 Quarterly Macro Review

Explore the 2024 Q4 investment impact of policy proposals on trade, taxes, immigration, and regulation.

2024 Q3 Quarterly Macro Review

2024 Q3 results are in—now we’ll explore where we stand and what’s next after the election.

On Volatility & Opportunity, part II

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