If 2024-2025 was the market “discovering” AI, 2026 is the market realizing that AI is now macro. That’s why the opportunity ...
Defined by geopolitical friction and shifting economic priorities, 2025 was a year that enforced the long-standing ties between gold, oil, and the global economy. From tariff escalations between major ...
The defining question of 2025 wasn’t whether artificial intelligence would transform the economy. It was whether intelligence alone would be enough. It’s worth stepping back from the geopolitical ...