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The S-Word
An expose on why inflation is here to return, a follow up to "The I-Word" from June 2021.
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Hungry for More Shovels, Corporations Have Yet to Find Much Gold
How is Nvidia the only company that is seeing the spoils of the recent Ai boom, and is anything to change soon?
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Let's Talk About Acquisitions
After the massive purchase of Figma by Adobe, it's time to review 3 potential names that are ripe for an acquisition.
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Soft Power at Work
How Middle Eastern Countries are normalizing their influence in Western countries through involvement in sports.
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Thoughts and Musings
Some observations
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Themes for 2022
Some market themes to watch out for as we enter 2022
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Is It Time to Re-evaluate China?
Loosened monetary policy by the Chinese Government and PBoC may begin to signal an encouraging environment for foreign investors in Chinese equities.
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Is there a world food shortage coming next year?
How a world shortage of fertilizer could result in serious implications to crop yields in 2022.
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Shedding insight on investment opportunities that are not fully understood at first glance.

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