Market Analysis
The Watermelon Heist of 1987: Unpacking a Forgotten Lesson in Market Psychology and Modern Finance
A 1987 watermelon heist in Beijing offers timeless lessons on market psychology, herd behavior, and the economic principles that drive modern finance today.
The Canary in the Coal Mine: What a Cancelled Grouse Hunt in 1973 Teaches Us About Today’s Economy
A 1973 oil crisis cancelled a traditional grouse hunt, offering a timeless lesson on economic shocks, risk, and second-order effects for modern investors.
The Art of Disruption: What Modernist Drawings Reveal About Today’s Financial Markets
Modernist art offers a powerful lens to view financial disruption. Learn how principles from Picasso can inform your investment and business strategy today.
Solving the Market: An Investor’s Guide to Thinking Like a Crossword Master
Discover how the strategic mindset of a crossword solver can be applied to investing, helping you navigate the complex puzzle of the modern economy.
The Amadeus Effect: Decoding Genius and Rivalry in Modern Finance
The rivalry in “Amadeus” offers a powerful metaphor for modern finance, pitting disruptive “Mozart” innovators against established “Salieri” incumbents.
From Social Media Likes to Economic Policy: Navigating the New Political Risk for Investors
A provocative article asks if a Facebook post could land you a cabinet job, highlighting a new political risk investors and business leaders must navigate.
Beyond the Ticker: Why Investors Must Understand the ‘Groyper’ Phenomenon
The “Groyper” movement signals a shift in conservative politics with deep implications for the economy, investing, and the future of global finance.
Political Fault Lines & Market Tremors: Why Investors Can’t Ignore America’s Partisan Divide
Unprecedented political polarization is a key market risk. Discover its impact on the economy, investing, and your portfolio in a hyper-partisan America.
The Cassandra of Wall Street Speaks: Why Michael Burry’s New ‘Big Short’ Is a Warning for the Global Economy
Michael Burry of ‘The Big Short’ fame is betting against the stock market again. We analyze his thesis, the economic risks, and what it means for you.
2025 and Beyond: Navigating the Economic Tremors of a Potential Trump 2.0
A potential Trump 2.0 could reshape the global economy. Explore the policy risks, market impacts, and strategic playbook for investors and business leaders.
Uncorking the Downturn: Why the Fine Wine Investment Market is Leaving a Sour Taste
Fine wine investors face a third year of falling prices, as geopolitical tariffs and economic pressures create a challenging market correction.
The Carbonara Principle: A Recipe for Alpha in the Modern Economy
Discover the “Carbonara Principle”—a powerful financial strategy inspired by a classic recipe, revealing how to find alpha in the modern economy.