Venture Capital in 2025: IPO Liquidity Crunch, M&A Momentum, and AI Investment Surge
Despite high hopes for a roaring start to the New Year, the first half of 2025 in Venture Capital (VC)…
Quarterly Market Update – June 2025
The economic and market landscape has shifted meaningfully in the past few months. This quarterly market update with Jeff Dicks,…
What Will 2025 Be Remembered For?
In past reports, we have often argued that the most traumatic events are not always the events that end up casting…
Is the Future of AI “Physical”?
The concept of Artificial Intelligence (AI) has existed for decades. The field was formally established in 1956 at the Dartmouth…
Jesse Felder Podcast: Vincent Deluard On The Paradigm Shift In Markets
Jesse Felder, of The Felder Report, recently had a conversation with Vincent Deluard, macro strategist at StoneX, who unpacked the drivers…
Washington State Enacts Historic Tax Increases Amid Budget Shortfall
On May 20, 2025, Governor Bob Ferguson of Washington State signed into law a series of tax increases to address…
KISS: The New Trends of 2025 Reshaping Financial Markets
When challenged over a shifting position, John Maynard Keynes famously replied “when the facts change, I change my mind. What…
From Exclusive to Essential: The Rise of Private Markets in Modern Portfolios
Private market investments were the exclusive domain of institutions and ultra-high-net-worth investors for decades. These asset classes are characterized by…
Navigating a Shifting Global Landscape
The global landscape appears to be entering a period of significant change. From trade policies to international alliances, many long-standing…
Financial Planning Strategies to Consider During Market Volatility
In today’s environment of heightened market volatility, staying grounded in a sound financial strategy is more important than ever. While market…