Market Analysis & Macroeconomics: I provide regular, technical updates on the financial markets, discussing broad economic models, market cycles, interest rates, inflation, and how large-scale cash flows affect market indices.
Geopolitics & Conflict: I closely monitor global events and their economic fallout. A recurring focus of mine is how international conflicts, shifting global alliances, and major diplomatic developments impact energy prices and global trade.
Domestic Political Mechanics: I delve deeply into the machinery of American politics, looking past the surface to analyze systemic issues like electoral redistricting, impactful judicial rulings, election dynamics, and the constant pressure candidates face balancing voter needs against financial contributors.
Real-World Consequences: My key focus is connecting high-level policy and economics to everyday
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