Each quarter, our investment team comments on the markets and economy over the past quarter and looks forward at what…
Nvidia stock (NASDAQ: NVDA) surged over 1.5% on Tuesday, following the company’s $2 billion investment in CoreWeave. The investors remain…
Key Insights (AI-assisted): Vertical-specific stacks signal that generic IoT platforms are becoming a hidden substrate rather than the main value…
For decades, US dollar dominance rested on a simple but profound foundation. Predictable institutions made the dollar stable, on the…
In January of 2026, just like every January since 1986, a basketball Brigadoon will rise on Duke’s campus. This village,…
Key Insights (AI-assisted): ALEC’s IoT-specific compression highlights how protocol-layer innovation can materially shift connectivity economics, especially for satellite links. By…
Key Insights (AI-assisted): The move signals that satellite-based NB-IoT is maturing from niche deployments into operator-grade infrastructure tightly integrated with…
The senators elected in fall 2026 won’t be able to avoid dealing with Social Security. The program is projected to…
The annual gathering of global elites in Davos, Switzerland, is well underway. Past meetings have not been without their share…
Nvidia stock (NASDAQ: NVDA) surged over 1.5% on Tuesday, following the company’s $2 billion investment in CoreWeave. The investors remain…
Oil prices jumped on Tuesday as a massive storm hit crude production and operations at refineries in the US Gulf…
Tesla’s brand value fell sharply in 2025, extending a decline that has now run for three consecutive years, according to…