Markets & Economy

A knowledge of financial history is essential for investors – some of Steve’s perspectives.

What If the Mag 7 Concentration Problem Is About to Get Worse?

How private unicorns, decacorns and AI giants could reshape public markets

The Bear Market Paradox - BTBS

The Bear Market Paradox

Are we heading back to 1966?

Why Macro’s finally worth talking about

These five factors will define the next era of investing. Here’s what you can do today to prepare.

Is the Consensus Wrong - Behind The Balance Sheet

Is the Consensus Wrong?

Featuring a major issue the sellside has missed

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