For years, the United States has struggled with a structural housing affordability crisis. Prices remain high, mortgage rates remain elevated, and tens of millions of renters remain locked out of homeownership despite being willing, able, and economically essential to the future of the housing market. Traditional policy tools have failed
The industrial pattern that defined the last century is repeating itself, this time in silicon instead of steel. The first phase of the AI boom has been driven by infrastructure: chips, data centers, and the cloud platforms that power them. That phase is now maturing. Valuations for Nvidia, AMD, and
Executive Summary The quantum computing sector represents a transformational investment opportunity spanning three distinct time horizons, each favoring different technologies and companies. This report synthesizes technical assessments of neutral atom, photonic, and trapped-ion quantum computing modalities alongside detailed company analysis to provide actionable investment recommendations for near-term (0–3 years)
In industrial history, overcapacity always begins with optimism. The late 1970s petrochemical buildout was justified by the same logic now driving the global AI infrastructure race: seemingly infinite demand, technological inevitability, and geopolitical diversification. Western chemical giants, Dow, Union Carbide, ICI, believed that supplying technology to Saudi Arabia would expand
America’s next economic expansion won’t be powered by stimulus or speculation, it will be powered by productivity. What we are witnessing today is the early phase of a generational transformation in the U.S. economy, one that mirrors the supply-side renaissance of the 1920s under President Calvin Coolidge.
The model remains firmly on track, stronger than expected. September, which was projected to be a mild pullback, instead delivered steady gains as Mideast peace developments added an unexpected tailwind to risk assets. October followed with similar strength, leaving markets up 3.5% and 2.3% in each of the
Every year, millions of smiling children fan out across America carrying one of the most trusted brands in the country — a box of Girl Scout Cookies. For decades, Thin Mints, Tagalongs, and Samoas have represented community, entrepreneurship, and nostalgia wrapped in chocolate and cardboard. Nobody is accusing the Girl Scouts
For thousands of years, war has been humanity’s most brutal teacher, and its most powerful catalyst for progress. From the bronze forges of ancient Egypt to the nuclear laboratories of World War II, conflict has repeatedly forced civilizations to invent faster, build smarter, and adapt or perish. Every major
The economic transformation now underway in the Middle East represents one of the most consequential shifts of the 21st century. A potential coalition of ten nations—Saudi Arabia, the United Arab Emirates, Qatar, Israel, Iran, Iraq, Syria, Kuwait, Bahrain, and Jordan—could soon emerge as the world’s fourth-largest economic
Big banks are once again circling Washington, pitching their proposals to lead what could become the largest stock offering in American history: the public relisting of Fannie Mae and Freddie Mac. For Wall Street, it’s the deal of the decade. For taxpayers, it could also be the biggest missed
Depression rates in the United States have climbed relentlessly over the past three decades. While greater awareness and improved diagnostics account for part of the rise, the scale and demographic patterns remain striking. Rates have surged most dramatically among Asian and Black Americans since the 1990s, while increases in White
Modern drug development was built on the idea of treating the average patient. This model has worked reasonably well for conditions with clear, acute causes, but it struggles with chronic disease, where outcomes are shaped by the complex interplay of genetics, metabolism, and environment. By ignoring genetic diversity, the current
Military doctrine is shifting in real time. The war in Ukraine has shown the world that drones are now frontline weapons, altering battlefields and rewriting procurement strategies. The problem for Western defense contractors is obvious. Current systems are too expensive, too slow to adapt, and too dependent on foreign parts,
What if you could know your child’s health destiny from their very first breath? What if a simple swab at birth could reveal their genetic blueprint and allow you to give them the best possible start in life, preventing decades of chronic disease before they even begin? The future
Acetaminophen, America’s go-to pain and fever reducer, is not as safe as the public has been led to believe. For decades, doctors have handed it out freely, even to pregnant women, calling it the “safe choice.” But new genetic and biochemical evidence shows that for millions of mothers and
The war in Ukraine drags on, and Vladimir Putin continues to show defiance despite mounting pressure. President Trump tried diplomacy once, but Putin spit in his face. That time has passed. If Trump wants to end this war on his terms, he does not need to punish China or India
Over the past two years, GLP-1 receptor agonists, Ozempic, Wegovy, Mounjaro, have reshaped the healthcare landscape. These drugs are not just diet aids; they represent a paradigm shift in obesity management, diabetes care, and even cardiovascular risk reduction. They are, by every measure, blockbuster medicines. But success has brought with
August played out almost exactly as projected. The S&P 500 rose 1.9% for the month, versus the model’s forecast of +1.5%. The Dow climbed 3.2% as UnitedHealth reversed course and rebounded. The Russell 2000 outperformed as breadth returned to the market, just as anticipated.
We believe structural changes under new U.S. policies are setting the stage for the next leg of one of the greatest bull markets in history. The Clarity Act, the new FASB accounting rules effective in 2025, and the introduction of a 2.5% in-kind trade tax are catalysts that
The rise of cryptocurrency has rapidly moved from the fringes of finance into the very center of global capital markets. The launch of spot Bitcoin and Ethereum ETFs on U.S. exchanges such as the NYSE, Nasdaq, and CBOE has fundamentally changed how institutions, asset managers, and retail investors access
Modern farming has come to rely heavily on herbicides and fungicides, with glyphosate, marketed as Roundup, being the most widely used. The prevailing narrative is that the danger lies in chemical residues left on food, but the deeper and more insidious problem is what these chemicals do to the plants
The male fertility crisis is a growing, invisible epidemic that threatens future generations. While many people believe that the declining rates of reproduction are simply a lifestyle choice, an increasing number of people opting out of having children, the reality is far darker. The cause isn't a conscious
In February, I argued that 2025 would rhyme with 1926 — the year when a volatile, skeptical market finally launched into the vertical phase of one of history’s greatest bull runs. That view has only strengthened as the months pass. July landed close to my forecast of ~4% gains, with
Over the past two decades, rates of early-onset cancers have climbed at an alarming pace. Young adults under 50 are being diagnosed with colon, pancreatic, breast, and brain cancers at rates not seen in previous generations. While lifestyle changes and processed food consumption are frequently blamed, a growing body of