I believe we face a major macro shift: a "higher for longer" inflation and interest rate era, redefining the economic and market landscape. This new regime targets around 4% inflation and strong ...

I don’t do many evening events anymore, but last week I attended a dinner where the host put an interesting question: Is the Inflation Reduction Act (IRA) a one-off event or does it represent a ...

A paradigm is a fundamental model or way of thinking that shapes our understanding and actions across various fields like science, business, and personal life. Recognizing and shifting these ingrained ...