RESEARCH & INSIGHTS

7 AprCOTW: Trump Tariffs

On April 2, 2025, President Trump announced sweeping tariffs: a 10% baseline on nearly all imports starting April 5, with higher rates hitting 60 nations

5 Apr1Q, 2025 Asset Class Return Quilts

Gold was the top-performing major asset over the first quarter, gaining 19.5%. U.S. large-cap stocks ended the first quarter down 4.5% while U.S. small cap

2 AprMarch 2025 Cartoon: Gambit

March 2025 Cartoon: Gambit

24 MarCOTW: Stablecoins

Stablecoins are a type of cryptocurrency designed to maintain a stable value by being pegged to a reserve asset, such as a fiat currency (e.g.,

1 MarFebruary 2025 Cartoon: Rain on the Parade

February 2025 Cartoon: Rain on the Parade

24 FebCOTW: Healthcare Spending

It is estimated that total national health spending in the U.S. (including private and various federal programs) exceeded $5 trillion in 2024. The U.S. spends

11 FebCOTW: AI Spending

Despite recent advancements from DeepSeek, which suggests that powerful and cost-effective AI models are achievable without the immense infrastructure traditionally associated with major tech companies,

5 FebJanuary 2025 Cartoon: AI Wars

January 2025 Cartoon: AI Wars

31 JanCOTW: DeepSeek

DeepSeek’s new model, R1, demonstrated high performance in various benchmarks, making it competitive with top U.S. AI models such as OpenAI’s ChatGPT, but reportedly did

13 JanCOTW: Consumer Credit

Consumer credit unexpectedly declined in November, falling by $7.5 billion—the largest decline in over a year—after a $17.3 billion gain in October. Outstanding credit card

5 JanDecember 2024 Cartoon: Vibes

December 2024 Cartoon: Vibes

3 Jan4Q, 2024 Asset Class Return Quilts

Gold was the top-performing major asset over 2024, ending the year up nearly 27%. U.S. large-cap stocks ended the fourth quarter up 2.4% and ended

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