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April 2025

A Mar-A-Lago Accord Deep Dive: Implications and Risks for America
Breaking down what an executed Mar-a-Lago accord could mean for treasuries and the US dollar.
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Grizzle
While Tariffs Bite, Inflation and International Stocks Will Keep Rising
Author: Chris Wood
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Grizzle
How Likely is a Run on the US Dollar?
The focus on “American exceptionalism” late last year remains a sign of a major top in America’s share of global stock market cap. There is only one…
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Grizzle
Own the AI Picks and Shovels, Not the Models
Author: Chris Wood
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Grizzle

March 2025

The Current State of the US Economy: Lower Rates and AI Angst
Interest rate outlook and why AI will continue to drive the US stock market in 2025
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Grizzle
Understanding Argentina's Economic Reawakening
As financial markets bet about the policies of the Trump administration, it is worth highlighting the dramatic transformation going on in Argentina. Are…
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Grizzle
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Making Sense of Trump's Worldview - "Spheres of Influence"
Author: Chris Wood
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Grizzle
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Brazil Deep Dive: Is This Market Worth Your Time?
Author: Chris Wood
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Grizzle

February 2025

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