US Economy
2025 2
September 1
The September Cut: A Cheer or a Scream?
Type: [Thematic Essay]
March 1
Quanta Services (PWR) ― Overcharged Electric Grid
[Market Call: UNDERWEIGHT]
Type: [Investment Memo]
2022 2
June 1
Post-Liberal Democracy: The Regression of Hegemony and the Emergence of Neo-Tribalistic Power Dynamics
Type: [Philosophical Essay, Thematic Essay]
January 1
2021 Retrospective & 2022 Outlook: Navigating the Structural Inflection of Asset Markets
Type: [Investment Memo, Thematic Essay]