Vladimir Ilyich Lenin, the leader of the Russian Revolution and the first head of the Soviet state, once said. “There are decades where nothing happens; and there are weeks where decades happen.”
Are we witnessing one such week now?
Please find enclosed our newsletter for April 2024.
Policy uncertainty, soft economic data & cracks in the US AI dominance narrative have caused US stocks to…
We are still in the early days of 2025, and year-end projections are already at risk. The narrative…
As we step into a new year, we take this opportunity to share the first part of our…
