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July 27, 2026
Digital competitors, prediction markets, policy volatility, and agentic AI are re-platforming the state lottery. The winners will look less like paper-ticket businesses and more ...
July 14, 2026
A GP and LP Guide to Private Equity’s Structurally Different Cycle Liquidity architecture, retail capital, policy intelligence, and agentic AI are rebuilding private equity. ...
June 26, 2026
Macro, regulatory, demographic, and technological forces reshaping client portfolios — and what to do about them I. Executive Summary The post-2008 playbook is less ...
June 11, 2026
Medicaid policy changes, tariff inflation, payer pressure, and rate uncertainty are tightening hospital margins. The best-positioned systems are redesigning revenue, risk, and operating models ...
May 9, 2026
America Arrives with Less Leverage Than It Thinks What the Trump–Xi Meeting Means for Tariffs, Technology, Rare Earths, EVs, Iran, and Taiwan Trump arrives ...
May 6, 2026
FAQs on Process, Presidential Authority and Duration A practical FAQ for business leaders navigating U.S. trade policy • Updated May 2026 Part I: Fundamentals ...
May 4, 2026
Non-Fed Public Sector Spending Outlook Executive Summary: The Big Picture Let’s get something straight right out of the gate: public sector budgets are not ...
April 7, 2026
From AI to real estate, the winners and losers are already emerging The U.S. economy is living inside a paradox. Tax policy remains unusually ...
April 6, 2026
This may seem boring to some, but it’s pretty scary as bad things accelerate from 2028 with a potential crisis in the US by ...
March 28, 2026
What’s your game plan for adjusting to the reality of a bigger, wider, longer war? Today, the Iranian war has a new player. This ...
March 13, 2026
Executive Summary The Iran war represents the most consequential geopolitical shock to global energy markets since the 1973 oil embargo. In ten days, Operation ...
March 6, 2026
Two research houses read the same benchmark graph the same week and reached diametrically opposite conclusions. One sees a scenario (not base case) of ...
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