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).

Commentary - not advice. | Disclaimers

Commentary - not advice. | Disclaimers What are we meant to believe? How do we know that we can? June 28, 2026 By Edward von der Schmidt Arguments and proofs are built on premises - information that we take as given. If the validity of these starting points can be contested, so can the ideas that follow from them. In a world flooded with information of varying availability and integrity, agreeing on basic facts and assumptions is crucial to moving our discourse forward. Th

Commentary - not advice. | Disclaimers