Valuation Expectations Are Splitting and Quality Is Driving the Divide

Sports Gets Institutional, Evergreen Grows & Exits Reopen

Sports are becoming an asset class, evergreen funds are becoming a fundraising cheat code, and exits are finally showing signs of life.

Multiple Expansion Without Control

Professional sports has become an institutional asset class faster than almost anyone expected.

The Soft-Landing Sweet Spot

Why weaker U.S. data could keep markets rising—until bad news becomes bad news again

AI Is Showing Up in Productivity. The Question Is Who Captures It

AI’s productivity promise is finally showing up in the data—and PE may be where it matters most.

America's Fiscal Crossroads: Why the National Debt Is Becoming the Defining Macro Variable for Investors

How deficits, demographics, and rising interest costs are reshaping long-term investing.

Credit Markets Are Reopening, But Optimism Remains Selective

Housing Heats Up, Europe Wins EVs and AI Unlocks Liquidity

When the Stadium Lights Dim: From World Cup Boom to Geopolitical Risk

Residential Real Estate in 2026

AI, Productivity and the Solow Growth Channel: Why Higher A Matters Now

AI as the New Engine of Solow Growth

Global Supply Chains Enter a New Phase of Persistent Friction

Global supply chains are once again becoming a central macroeconomic concern.

Economic Policy Uncertainty Reaches Levels Reminiscent of Past Global Crises

Global economic policy uncertainty has risen sharply over the past year, reaching levels that increasingly resemble periods associated with major systemic shocks such as the 2008 Global Financial Crisis and the COVID-19 pandemic.

The Structural Decline of U.S. Dollar Purchasing Power Since the Nixon Shock

The long-term erosion of the U.S. dollar’s purchasing power represents one of the most important macroeconomic developments of the modern financial era.

Who Is Paying the Tariff?

The cleanest answer is also the least politically convenient one: American consumers and firms are paying most of it.

The $80 Billion Tournament: How the 2026 FIFA World Cup Becomes a US Economic Engine

The 2026 FIFA World Cup is not just expanding the game to 48 teams and 104 matches.

The Dollar’s Softer Era Is Rewriting the Rules for Emerging Markets

The global monetary system is entering a more fluid phase.

Human Capital to Financial Capital

Education, Earnings Dynamics, and the Economics of Wealth Formation

Jobless Claims Rise to 219,000—Still Below Long-Term Averages

U.S. initial jobless claims increased to 219,000 in the week ending April 4, up from 203,000 the prior week, marking a 7.9% week-over-week rise.

Global Interest Rate Divergence and the Repricing of Sovereign Risk

Energy Shock, Central Banks and the New Macro Regime

The conflict in the Middle East has introduced a fresh negative supply shock into an already unsettled global economy.

China’s Oil Gravity: Demand Dominance, Supply Diversification, and Geopolitical Fault Lines

Demand Power Meets Supply Strategy — China Reshapes the Global Oil Map

Oil’s Return to $100: The Capital Cycle Behind the Energy Market

Oil markets are once again approaching the psychologically important $100 per barrel level.

Oil Markets Brace for Shock as Iran Escalation Threatens the Strait of Hormuz

The confrontation between Iran, vs United States and Israeñ has rapidly transformed from a geopolitical flashpoint into a global energy shock.

Growth Accounting and Capital Deepening: Panel Evidence

This study uses a panel dataset of country-level macroeconomic variables commonly employed in growth accounting and productivity analysis.