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PUBLICATIONS
Recap | September 11, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
4 hours ago7 min read
Recap | September 4, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Sep 47 min read
Recap | September 1, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Sep 27 min read
Recap | August 28, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Aug 308 min read
Recap | August 25, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Aug 269 min read
Recap | August 23, 2026
Relevant summaries written by a research analyst to save you time (What is the Recap?).
Aug 249 min read
Recap | August 18, 2026
Relevant summaries written by a research analyst to save you time (What is the Recap?). Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Aug 1910 min read
Outlook | Much ado about the Strait of Hormuz
The Outlook is an interpretation of current events informed by grounded research. Please refer to our Recap publications for the in-depth analysis underpinning these essays.
Aug 164 min read
Notes | What is the Recap?
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).
Aug 114 min read
Recap | August 9, 2026
Relevant summaries written by a research analyst to save you time. Commentary - not advice or a recommendation. See Disclaimers.
Aug 1010 min read
Recap | August 3, 2026
Relevant summaries written by a research analyst. Commentary - not advice. | Disclaimers
Aug 48 min read
Recap | July 31, 2026
Relevant summaries written by a research analyst. Commentary - not advice. | Disclaimers
Aug 17 min read
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