The Outthinking Investor

Despite speculation over its demise, the U.S. dollar remains the operating system of global finance. No alternative — whether a sovereign currency, cryptocurrency, or gold — offers the same depth or liquidity. However, the dollar's primacy is not a light switch to be turned on or off. It can be understood more as a light dimmer. If the dollar dims, it could lead to higher bor...

From the polls to prediction markets, market participants must look beyond conventional wisdom to identify investable signals across elections, fiscal policy, trade, and regulation. Market implications from the U.S. midterm elections could be profound for the pace of America's data center buildout, the intensity of risk from foreign policy and tariffs, and the possibility of ...