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Articles
February 27, 2026
Trade Policy Whiplash – Clarity Improves, Uncertainty Remains
Last week’s Supreme Court decision striking down the administration’s broad tariffs under the IEEPA sparked a modest market rally.
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Articles
February 20, 2026
The AI Boom Enters Its Next Phase
Over the past year, I’ve written about why large-cap technology companies would lead the next wave of innovation.
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Articles
February 13, 2026
Labour Trends Signal Patience from Central Banks
This week’s data reinforced a theme we have been discussing with many of you: labour markets are cooling, but not cracking, and central banks are therefore in no rush to move.
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Articles
February 6, 2026
Lessons from Silver’s Worst Day in 46 Years
Managing volatility is less about prediction and more about preparation.
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