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Big Jump in Corporate Capex Coming?

Big Jump in Corporate Capex Coming?

“Looking forward, we should expect capex growth to surge based on the leading indicators and the macro/thematic backdrop. At the margin this should help the recovery, while the trends in tech vs commodity capex may yield clues on the market outlook.” ...

Market & Portfolio Review: The Path Forward

In this week’s stock market review, we will take a step back and review performance through the first half of the year. More specifically, we want to walk through the reasons why the strategy has underperformed in the first half of 2021 and why we remain incredibly...
Busting The Social Security Myths

Busting The Social Security Myths

Common myths regarding Social Security: Social Security is going bankrupt, going broke, in crisis; young people will never see a penny in benefits. Social Security’s trust funds are simply an accounting gimmick, worthless IOUs. Social Security is unsustainable. There...
Batteries, Batteries Everywhere

Batteries, Batteries Everywhere

The lede:  The battery pack of a Tesla Model S is a feat of intricate engineering. Thousands of cylindrical cells with components sourced from around the world transform lithium and electrons into enough energy to propel the car hundreds of kilometers, again and...