Dear Friends, First and foremost, we hope you and your loved ones are safe, especially if you were impacted by…
Navigating Election Uncertainty: The U.S. Economy as the Aircraft Carrier of the Global Market When thinking about the U.S. economy,…
TGIF, Friends, A little over two weeks ago, I sent the email below warning of a potential downturn in the…
Dear Friends, I hope this message finds you well! As you know from our occasional emails, RollingWave Capital has been…
Good afternoon friends, As we reach the midpoint of 2024, it’s time to reflect on the market’s performance so far…