Headlines about a potential government shutdown are back. But if history is any guide, markets don’t lose much sleep over…
I’m often asked, “How is the market doing so well when the economy feels soft?” Yesterday’s Fed cut—very likely the start of…
AI vs Internet is the comparison I often make, and it comes up every time someone asks me: ‘What’s the best…
Why the Next 12–24 Months Could Belong to Small Caps Good morning, friends.After a decade of megacaps hogging the spotlight,…
RollingWave Capital Research Brief April 11, 2025 🌍 Is Copper the Best Commodity for Betting on Global Growth? When it…