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PUBLICATIONS
Recap | September 15, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms. What is the Recap? CONTEXT = Background ANALYSIS = Reasoning VIEWPOINT = Opinion By Edward von der Schmidt Summary Markets prepare for September Federal Open Market Committee (FOMC) decision, new economic projections, and Warsh press conference for policy insight. Houthi gains in Yemen and Saudi Arabia's pipeline closure pressure oil suppl
24 hours ago7 min read
Notes | The Future Is Uncertain (Until It Happens)
Probable is not a guarantee.
3 days ago6 min read
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.
5 days ago8 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
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