Insights

Stay informed with expert commentary on proxy contests, thought leadership, and other timely updates.

It's Not Over; Insatiable Demand

AI job-loss fears overlook insatiable demand; the harder question is how people will fund it.
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We Have Liftoff

Tesla's Roadster demo lifts the brand, but open questions remain on specs and release, with implications for legacy firms and insurers.
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Case study
7
 min read

Learning from Berkshire's mess: Ethan Allen

Buffett's textile lesson applied to Ethan Allen: why we recommend voting FOR all five DGB nominees on the WHITE card.
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France on Fire; the Impact of a Possible Default

A leading French presidential candidate proposes cancelling the nation's debt, an effective default. What it could mean for investors.
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Case study
3
 min read

Should He Stay or Should He Go? Shareholders Have Answered

Better Home & Finance shareholders backed founder Vishal Garg's consent solicitation, as Egan-Jones recommended.
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Nipping at the Heels

Open-source software is gaining share from closed-source rivals, especially with consumers, while incumbents keep some lock-in.
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Carved Up and Hollowed Out

AI is removing the overhead that kept professionals in large firms, pressuring the sponsors, lenders and shareholders behind them.
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Suffering from Success: Poor Chinese Equity Returns

China outgrew the US, but competition handed the gains to workers and customers, not shareholders.
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Keeping the Party Line on AI

Both parties’ mainstreams look set to keep backing the AI buildout, as they did pharma; the pushback comes from populists and the states.
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It's Over

AI disruption is all but certain; professional services, venture capital and housing feel the first pressure.
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Choked Petroleum Flows and the Impact on Investors

Houthi control of southwestern Yemen and strikes on the East-West Pipeline have choked Gulf crude exports, pushing Brent to $104.
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Market commentary
10
 min read

An Unholy Alliance; The Emerging New World Order

Cheap missiles and drones have handed Shia-aligned groups the Middle East's oil chokepoints. The petrodollar order is unravelling.
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A Genius Solution

France cannot tax, cut, or print its way out, so politicians propose having the central bank simply cancel the debt it already holds.
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Doing All the Right Things and Being Disastrously Wrong

Even stellar issuers can deliver disastrous bond returns when duration, rates, pricing, and sector risks are overlooked.
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Preparing for the Coming Tsunami; Finding Safe Harbors

Rising debt and shifting industrial power may force painful adjustments, increasing the need for resilient assets and safe harbors.
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Market commentary
10
 min read

Tricolor Early Indicators

Tricolor’s collapse shows how rising delinquencies, higher funding costs, and falling collateral values can signal credit risk.
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Market commentary
10
 min read

MAD World; Private Assets and State-Level Risk

Cheap, long-range drones expose commercial assets, insurers, lenders and investors to rising strategic risk.
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Market commentary
10
 min read

The financialization of the economy; an unconsidered vulnerability of the West

Financial power follows economic power; China’s rise could challenge U.S. market dominance and trigger major repricing.
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