Who Holds the Cards?
Thematic Primer: Artificial Intelligence, Phase 2
A Tale of Two Tariffs
Market Memo: Talk to me, Goose
Market Memo: Seeing the Stag
Market Memo: Insuring Against Insanity
Haves vs. Have Nots
State of the Themes: Q1 2025
European Fiscal Primacy
After the Trump Bump
In Conversation: Neuronetics (STIM)
Market Memo: Healthcare’s AI-Powered Trump Card
Market Memo: Tariff-ied
DeepSeeking Answers
Macro Memo: January 2025
Market Memo: January Musings
