Independent thinking for complex markets and current events
The market is currently pricing a speculative dream while ignoring the cold math of capital efficiency SpaceX just hit a $1.78 trillion valuation with a direct listing that ignored traditional wall street roadshows Compare that to Microsoft which holds a market cap near $2.9 trillion while generating massive recurring software profits Investors are pouring capital …
The rupture is sanctioned. The betrayal is bureaucratic. Across classrooms in America, children are being separated by race, not metaphorically, not historically, but administratively. The language is soft. The impact is brutal. “Over 100 districts in 26 states and Washington, D.C., have offered employees identity-based affinity groups to separate staff and provide ‘safe spaces’ for …
By Matthew Piepenburg VON GREYERZ partner Matthew Piepenburg joins David Lin for a blunt-spoken perspective on the realities facing the incoming Trump administration. Tariff actions, job reshoring, DC “swamp cleaning,” and USD policies are juxtaposed against inevitable inflation realities in the backdrop of unsustainable debt levels. Will Musk’s “Department of Government Efficiency” and the proposed …
Prime Minister Justin Trudeau and his wife Sophie Gregoire Trudeau are separating after 18 years of marriage. In a brief statement issued by the prime minister on Instagram, he said that after “many meaningful and difficult conversations” the pair have “made the decision to separate.” “As always, we remain a close family with deep love …
After five years of marriage, rumors are swirling that Prince Harry and Meghan are set to part ways. Earlier this week, RadarOnline reported that the Duke and Duchess of Sussex are “taking time apart” to heal and rebuild their bond. “They’re trying to figure out what hit them. Harry doesn’t fit in Meghan’s tacky Tinseltown world,” a source …
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