The Recap is a structured, markets intelligence brief designed to offer clarity and save you time. It is personally vetted and written by a research analyst and discusses important macroeconomic and geopolitical topics. The Recap will generally be published on Tuesday and Friday evenings (Pacific Time).

Honoring the artistry and vision of the original.

Who says what's important? Perspective shapes what matters, and I can only offer my own.

We can learn a lot from failure. Previous publications tried to do too much and accomplished too little. Back to the drawing board!

Research is a practiced craft. Thoughtful exploration and informed composition require more time and effort than a cursory internet search or forgettable chatbot prompt. The return is subtle but no less important: distilled context and analysis from a reliable and accountable source. Planning, application, and refinement are integral to this process. The same can be said for building a business.