Still The (Military) Base Case

"The year the global markets got physical. Until this year, investors sought solace in capital-light companies with reliable earnings. Now, in the age of disruption, nothing is safe."

The Hawkish Fed Trade Is Nearing Its End

The bellicosity earlier in the year was a distraction from the unequivocal message the data was sending of an economy that was firing on all cylinders...


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