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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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August 2023

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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September 2022

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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June 2022

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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February 2022

Themes for 2022
Some market themes to watch out for as we enter 2022
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January 2022

November 2021

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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July 2021

FOMC July 2021 Preview
A primer into the July 2021 Federal Reserve Open Market Committee meeting and what to know going into the release of the meeting minutes this Wednesday.
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The I-Word
Inflation... How we measure it, understand it, and what is next for the US inflation
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June 2021

The Aftermath of Approval
The approval of Biogen's controversial Alzheimer's Drug has led to anger, disappointment, and even resignation from members of the FDA.
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Decision Time for the FDA and Aducanumab
Will the controversial Alzheimer's drug from Biogen gain FDA approval next week?
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