How to Prepare for Tariff Day
  • January 19, 2025

How to Prepare for Tariff Day

This week will be crucial for markets as Trump is set to announce (or disappointingly not announce) tariffs. In this piece, I will highlight the rationale behind my base case scenario and its impact...

Why Are So Many CEOs Jumping Ship?
  • January 19, 2025

Why Are So Many CEOs Jumping Ship?

“Non-Mega Cap stocks could reasonably outperform Mega Cap stocks by about 7 percentage points annually over the next decade,” writes Bill Hester. History, it seems, may validate thesis. As for a...