• November 18, 2023

Actionable Insights – November

Things are unravelling pretty fast for the United States. Its national debt continues to balloon. It’s deficit continues to widen, and is expected to keep doing so for the next decade. Its politicians can’t seem to agree on anything and keep playing ‘extend and pretend’. Its attempts to bring manufacturing back home in an economically sustainable form are being challenged by unionised workers demanding better terms. 

It seems to be betting that its dominance in new technologies including AI will allow it to bypass many of these challenges and usher in a new era of economic growth.

But will it?

  • November 4, 2025

Actionable Insight – The Long Road to Equilibrium

The wealth divide in the US is growing ever larger and the wealthy few continue to drive the…

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  • March 6, 2025

Actionable Insight – New Alliances, New Technologies

Policy uncertainty, soft economic data & cracks in the US AI dominance narrative have caused US stocks to…

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  • January 30, 2025

Actionable Insight – Of Predictions and Preparedness (Part 2)

We are still in the early days of 2025, and year-end projections are already at risk. The narrative…

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