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- Category: Bi-Weekly Geopolitical Report
- Bi-Weekly Geopolitical Report – Introducing Friedrich Merz, Chancellor of Germany (June 23, 2025)
- Bi-Weekly Geopolitical Report – NATO’s Baltic Vulnerability: Implications for Europe (June 9, 2025)
- Bi-Weekly Geopolitical Report – Why Greenland Matters (May 27, 2025)
- Bi-Weekly Geopolitical Report – Update on the US-China Military Balance of Power (May 12, 2025)
- Bi-Weekly Geopolitical Report – Export Controls: Another Battle in the US-China Trade War (April 28, 2025)
- Bi-Weekly Geopolitical Report – Growing Fragility in the US Bloc (April 7, 2025)
- Bi-Weekly Geopolitical Report – The Bessent Gambit (March 24, 2025)
- Bi-Weekly Geopolitical Report – United Arab Emirates: An Overview (March 10, 2025)
- Bi-Weekly Geopolitical Report – Sanctions as an Investment Risk (February 24, 2025)
- Bi-Weekly Geopolitical Report – Middle Eastern Stock Markets: An Overview (February 10, 2025)
- Bi-Weekly Geopolitical Report – Trump and the Political Economy of Alliances (January 27, 2025)
- Bi-Weekly Geopolitical Report – Syrian Surprise: Implications of a Sudden Regime Change (January 13, 2025)
- Bi-Weekly Geopolitical Report – The 2025 Geopolitical Outlook (December 16, 2024)
- Bi-Weekly Geopolitical Report – Implications of North Korean Soldiers in the Ukraine War (November 18, 2024)
- Bi-Weekly Geopolitical Report – Rising US & Global Debt: A Perspective Check (November 4, 2024)
- Bi-Weekly Geopolitical Report – Israel’s Pager Caper and Supply Chain Security (October 21, 2024)
- Bi-Weekly Geopolitical Report – The US Presidential Election: Foreign Policy Implications (October 7, 2024)
- Bi-Weekly Geopolitical Report – Eight Megatrends Every Investor Should Know (September 23, 2024)
- Bi-Weekly Geopolitical Report – Prospects for the Dollar in a Fracturing World (September 9, 2024)
- Bi-Weekly Geopolitical Report – The Recent Iranian Election: Results & Implications (August 19, 2024)
- Bi-Weekly Geopolitical Report – The US Geopolitical and Economic Bloc as an Investment Region (August 5, 2024)
- Bi-Weekly Geopolitical Report – Meet Ferdinand Marcos Jr., President of the Philippines (July 22, 2024)
- Bi-Weekly Geopolitical Report – The EU Parliamentary Elections: New Strength for the Right (July 1, 2024)
- Bi-Weekly Geopolitical Report – Mid-Year Geopolitical Outlook: Uncertainty Reigns (June 17, 2024)
- Bi-Weekly Geopolitical Report – The Philippines, China & Escalation in the South China Sea (June 3, 2024)
- Bi-Weekly Geopolitical Report – The Great COVID Labor Reform (May 20, 2024)
- Bi-Weekly Geopolitical Report – Middle East: Land of Fault Lines (May 6, 2024)
- Bi-Weekly Geopolitical Report – The Changing Face of War (April 22, 2024)
- Bi-Weekly Geopolitical Report – Is Japan Back? (April 8, 2024)
- Bi-Weekly Geopolitical Report – Venezuela Threatens Guyana (March 25, 2024)
- Bi-Weekly Geopolitical Report – Rebirth of US Nuclear Deterrence (March 11, 2024)
- Bi-Weekly Geopolitical Report – Posen vs. Pettis (February 26, 2024)
- Bi-Weekly Geopolitical Report – Thinking About Deterrence (February 12, 2024)
- Bi-Weekly Geopolitical Report – Introducing the U.S. Space Force (January 29, 2024)
- Bi-Weekly Geopolitical Report – What If Russia Wins in Ukraine? (January 16, 2024)
- Bi-Weekly Geopolitical Report – The 2024 Geopolitical Outlook (December 11, 2023)
- Bi-Weekly Geopolitical Report – The Archetypes of American Foreign Policy: A Reprise (November 13, 2023)
- Bi-Weekly Geopolitical Report – Investment Implications of the Israel-Hamas Conflict (October 30, 2023)
- Bi-Weekly Geopolitical Report – What Shall We Call the New Era? (October 16, 2023)
- Bi-Weekly Geopolitical Report – The Oil Weapon Returns (October 2, 2023)
- Bi-Weekly Geopolitical Report – Goodbye Prigozhin (September 18, 2023)
- Bi-Weekly Geopolitical Report – Reflections on the New Cold War (August 21, 2023)
- Bi-Weekly Geopolitical Report – The Economics of National Defense in Great Power Competition (August 7, 2023)
- Bi-Weekly Geopolitical Report – China’s Collapsing Population (July 24, 2023)
- Bi-Weekly Geopolitical Report – The 2023 Mid-Year Geopolitical Outlook: The Polycrisis (July 10, 2023)
- Bi-Weekly Geopolitical Report – Distinguishing My Wife From a Hat, an AI Story (June 26, 2023)
- Bi-Weekly Geopolitical Report – The Issue of the Terms of Trade (June 12, 2023)
- Bi-Weekly Geopolitical Report – China’s New National Security Law (May 30, 2023)
- Bi-Weekly Geopolitical Report – Opportunities and Risks in a Tripolar Nuclear World (May 15, 2023)
- Bi-Weekly Geopolitical Report – Implications of the Iran-Saudi Arabia Détente (May 1, 2023)
- Bi-Weekly Geopolitical Report – U.S. Intelligence Sharing as a Tool of International Relations (April 17, 2023)
- Bi-Weekly Geopolitical Report – The Windsor Framework (April 3, 2023)
- Bi-Weekly Geopolitical Report – Update on the U.S.-China Military Balance of Power (March 20, 2023)
- Bi-Weekly Geopolitical Report – Enter the Petroyuan (March 6, 2023)
- Bi-Weekly Geopolitical Report – Chip War: Book Review (February 21, 2023)
- Bi-Weekly Geopolitical Report – Is Japan’s Sun Rising Again? (February 6, 2023)
- Bi-Weekly Geopolitical Report – The New German Problem (January 23, 2023)
- Bi-Weekly Geopolitical Report – How China Will Manage Its Evolving Geopolitical Bloc (January 9, 2023)
- Bi-Weekly Geopolitical Report – The 2023 Geopolitical Outlook (December 12, 2022)
- Bi-Weekly Geopolitical Report – Reflections on the 20th Party Congress (November 7, 2022)
- Bi-Weekly Geopolitical Report – Defining Deglobalization (October 24, 2022)
- Bi-Weekly Geopolitical Report – Europe’s New, Right-Wing Leaders (October 10, 2022)
- Bi-Weekly Geopolitical Report – Updates on Russia-Ukraine and Armenia-Azerbaijan (September 26, 2022)
- Bi-Weekly Geopolitical Report – The Ukraine War at Six Months: Some Reflections (September 12, 2022)
- Bi-Weekly Geopolitical Report – Agricultural Commodities in the Evolving Geopolitical Blocs (August 29, 2022)
- Bi-Weekly Geopolitical Report – The End of the World is Just the Beginning: A Book Review (August 15, 2022)
- Bi-Weekly Geopolitical Report – Political Crises for Top U.S. Allies (August 1, 2022)
- Bi-Weekly Geopolitical Report – The Pandemic’s Impact on Inequality (July 18, 2022)
- Bi-Weekly Geopolitical Report – The 2022 Mid-Year Geopolitical Outlook (June 21, 2022)
- Bi-Weekly Geopolitical Report – Mineral Commodities in the World’s New Geopolitical Blocs (June 6, 2022)
- Bi-Weekly Geopolitical Report – Going Nuclear with North Korea (May 23, 2022)
- Bi-Weekly Geopolitical Report – Parsing the World’s New Geopolitical Blocs (May 9, 2022)
- Bi-Weekly Geopolitical Report – The Russians Respond (April 25, 2022)
- Bi-Weekly Geopolitical Report – The Bosnian Divide (April 11, 2022)
- Bi-Weekly Geopolitical Report – The New Era of Higher Defense Budgets (March 28, 2022)
- Bi-Weekly Geopolitical Report – The Ukraine War and the Path of Globalization (March 14, 2022)
- Bi-Weekly Geopolitical Report – The Turkish Experiment (February 28, 2022)
- Bi-Weekly Geopolitical Report – Ukraine: Key Questions (February 14, 2022)
- Bi-Weekly Geopolitical Report – Two Power Plays in Kazakhstan (January 31, 2022)
- Bi-Weekly Geopolitical Report – What Would a U.S.-China War Look Like? (January 18, 2022)
- Weekly Geopolitical Report – The 2022 Geopolitical Outlook (December 13, 2021)
- Weekly Geopolitical Report – Plunging U.S. Service Exports (December 6, 2021)
- Weekly Geopolitical Report – The Geopolitics of the Strategic Petroleum Reserves (November 22, 2021)
- Weekly Geopolitical Report – The Special Relationship (November 15, 2021)
- Weekly Geopolitical Report – Meet Fumio Kishida (November 8, 2021)
- Weekly Geopolitical Report – Approaching a Traffic Light in Germany (November 1, 2021)
- Weekly Geopolitical Report – Here Comes China! (October 25, 2021)
- Weekly Geopolitical Report – Revisiting Thucydides (October 18, 2021)
- Weekly Geopolitical Report – AUKUS (October 11, 2021)
- Weekly Geopolitical Report – Afghanistan, Part IV: China (October 4, 2021)
- Weekly Geopolitical Report – Afghanistan, Part III: Russia and Central Asia (September 27, 2021)
- Weekly Geopolitical Report – Afghanistan, Part II: Pakistan, India, and Iran (September 20, 2021)
- Weekly Geopolitical Report – Afghanistan, Part I: History (September 13, 2021)
- Weekly Geopolitical Report – The Storm Before the Calm: A Review (August 30, 2021)
- Weekly Geopolitical Report – Data and Geopolitics: Part II (August 23, 2021)
- Weekly Geopolitical Report – Data and Geopolitics: Part I (August 16, 2021)
- Weekly Geopolitical Report – August 15, 1971 (August 9, 2021)
- Weekly Geopolitical Report – Power, Influence, and Leadership in Geopolitics (August 2, 2021)
- Weekly Geopolitical Report – The Protests in Cuba (July 26, 2021)
- Weekly Geopolitical Report – Nigeria’s Conflict with Biafra and Social Media (July 19, 2021)
- Weekly Geopolitical Report – Unrest in Colombia (July 12, 2021)
- Weekly Geopolitical Report – The Mid-Year Geopolitical Outlook (June 28, 2021)
- Weekly Geopolitical Report – The Geopolitics of the Colonial Pipeline Ransomware Attack: Part II (June 21, 2021)
- Weekly Geopolitical Report – The Geopolitics of the Colonial Pipeline Ransomware Attack: Part I (June 14, 2021)
- Weekly Geopolitical Report – Taiwan and the Risk of Deglobalizing the World’s Semiconductor Industry: Part II (June 7, 2021)
- Weekly Geopolitical Report – Taiwan and the Risk of Deglobalizing the World’s Semiconductor Industry: Part I (May 24, 2021)
- Weekly Geopolitical Report – The Geopolitics of Taiwan: Part III (May 17, 2021)
- Weekly Geopolitical Report – The Geopolitics of Taiwan: Part II (May 10, 2021)
- Weekly Geopolitical Report – The Geopolitics of Taiwan: Part I (May 3, 2021)
- Weekly Geopolitical Report – Irish Border Revisited (April 26, 2021)
- Weekly Geopolitical Report – What Population Aging Means for Global Inflation and Growth (April 19, 2021)
- Weekly Geopolitical Report – The Geopolitics of Central Bank Digital Currencies (CBDC): Part IV (April 12, 2021)
- Weekly Geopolitical Report – The Geopolitics of Central Bank Digital Currencies (CBDC): Part III (March 29, 2021)
- Weekly Geopolitical Report – The Geopolitics of Central Bank Digital Currencies (CBDC): Part II (March 22, 2021)
- Weekly Geopolitical Report – The Geopolitics of Central Bank Digital Currencies (CBDC): Part I (March 15, 2021)
- Weekly Geopolitical Report – The Western Sahara: Part II (March 8, 2021)
- Weekly Geopolitical Report – The Western Sahara: Part I (March 1, 2021)
- Weekly Geopolitical Report – The U.S.-China Balance of Power: Part V (February 22, 2021)
- Weekly Geopolitical Report – The U.S.-China Balance of Power: Part IV (February 8, 2021)
- Weekly Geopolitical Report – The U.S.-China Balance of Power: Part III (February 1, 2021)
- Weekly Geopolitical Report – The U.S.-China Balance of Power: Part II (January 25, 2021)
- Weekly Geopolitical Report – The U.S.-China Balance of Power: Part I (January 11, 2021)
- Weekly Geopolitical Report – The 2021 Geopolitical Outlook (December 14, 2020)
- Weekly Geopolitical Report – The Disputed Territory of Nagorno-Karabakh: Part II (December 7, 2020)
- Weekly Geopolitical Report – The Disputed Territory of Nagorno-Karabakh: Part I (November 23, 2020)
- Weekly Geopolitical Report – An Ant Problem (November 16, 2020)
- Weekly Geopolitical Report – Revolution in Kyrgyzstan (November 9, 2020)
- Weekly Geopolitical Report – Of Pirates and Computer Hackers (November 2, 2020)
- Weekly Geopolitical Report – The Election of 1876: Part II (October 26, 2020)
- Weekly Geopolitical Report – The Election of 1876: Part I (October 19, 2020)
- Weekly Geopolitical Report – Back to the Future? Prospects for a New Cold War Against China (October 12, 2020)
- Weekly Geopolitical Report – Erdoğan’s Leadership and the Turkey-Greece Dispute: Part II (October 5, 2020)
- Weekly Geopolitical Report – Erdoğan’s Leadership and the Turkey-Greece Dispute: Part I (September 28, 2020)
- Weekly Geopolitical Report – Meet Yoshihide Suga (September 21, 2020)
- Weekly Geopolitical Report – The New Spain (September 14, 2020)
- Weekly Geopolitical Report – Trump’s Foreign Policy in a Second Term (August 31, 2020)
- Weekly Geopolitical Report – Biden’s Foreign Policy (August 24, 2020)
- Weekly Geopolitical Report – An Inflection Point in Lebanon (August 17, 2020)
- Weekly Geopolitical Report – The Evolving U.S. Policy Toward China and Its Impact on Investors (August 10, 2020)
- Weekly Geopolitical Report – Rethinking China: Part II (August 3, 2020)
- Weekly Geopolitical Report – Rethinking China: Part I (July 27, 2020)
- Weekly Geopolitical Report – The Threat of Militarization in Brazil (July 20, 2020)
- Weekly Geopolitical Report – Why China and India Are Fighting (July 13, 2020)
- Weekly Geopolitical Report – The Geopolitics of the Eurobond (June 29, 2020)
- Weekly Geopolitical Report – The Geopolitics of the 2020 Election: Part V (June 22, 2020)
- Weekly Geopolitical Report – The Geopolitics of the 2020 Election: Part IV (June 15, 2020)
- Weekly Geopolitical Report – The Geopolitics of the 2020 Election: Part III (June 8, 2020)
- Weekly Geopolitical Report – The Geopolitics of the 2020 Election: Part II (June 1, 2020)
- Weekly Geopolitical Report – The Geopolitics of the 2020 Election: Part I (May 18, 2020)
- Weekly Geopolitical Report – Schumann in Volgograd (May 11, 2020)
- Weekly Geopolitical Report – Revisiting Scheidel’s Horsemen: Part III (May 4, 2020)
- Weekly Geopolitical Report – Revisiting Scheidel’s Horsemen: Part II (April 27, 2020)
- Weekly Geopolitical Report – Revisiting Scheidel’s Horsemen: Part I (April 20, 2020)
- Weekly Geopolitical Report – Could the Coronavirus Pandemic Break Up the EU? – Part II (April 6, 2020)
- Weekly Geopolitical Report – Could the Coronavirus Pandemic Break Up the EU? – Part I (March 30, 2020)
- Weekly Geopolitical Report – On Optimization (March 23, 2020)
- Weekly Geopolitical Report – Renewed Fighting in Idlib (March 16, 2020)
- Weekly Geopolitical Report – On Pandemics (March 9, 2020)
- Weekly Geopolitical Report – Investment Implications of Changing Demographics: Part III (March 2, 2020)
- Weekly Geopolitical Report – Investment Implications of Changing Demographics: Part II (February 24, 2020)
- Weekly Geopolitical Report – Investment Implications of Changing Demographics: Part I (February 10, 2020)
- Weekly Geopolitical Report – The U.S.-China “Phase One” Trade Deal: Part II (February 3, 2020)
- Weekly Geopolitical Report – The U.S.-China “Phase One” Trade Deal: Part I (January 27, 2020)
- Weekly Geopolitical Report – After Soleimani (January 13, 2020)
- Weekly Geopolitical Report – The 2020 Geopolitical Outlook (December 16, 2019)
- Weekly Geopolitical Report – Ukraine Under Zelensky (December 9, 2019)
- Weekly Geopolitical Report – Lebanon and its “Revolution of the Millennials” (December 2, 2019)
- Weekly Geopolitical Report – Thirty Years Since the Fall of the Berlin Wall: A Retrospective, Part II (November 18, 2019)
- Weekly Geopolitical Report – Thirty Years Since the Fall of the Berlin Wall: A Retrospective, Part I (November 11, 2019)
- Weekly Geopolitical Report – Japan: Will the Tax Hike Bite? Part II (November 4, 2019)
- Weekly Geopolitical Report – Japan: Will the Tax Hike Bite? Part I (October 28, 2019)
- Weekly Geopolitical Report – The End of the Carter Doctrine: Part II (October 21, 2019)
- Weekly Geopolitical Report – The End of the Carter Doctrine: Part I (October 14, 2019)
- Weekly Geopolitical Report – The Japan-South Korea Dispute: Part II (October 7, 2019)
- Weekly Geopolitical Report – The Japan-South Korea Dispute: Part I (September 30, 2019)
- Weekly Geopolitical Report – Weaponizing the Dollar: The Nuclear Option, Part II (September 23, 2019)
- Weekly Geopolitical Report – Weaponizing the Dollar: The Nuclear Option, Part I (September 16, 2019)
- Weekly Geopolitical Report – A Kashmir Sweater (September 9, 2019)
- Weekly Geopolitical Report – Meet Boris Johnson (August 26, 2019)
- Weekly Geopolitical Report – Weaponizing the Dollar: Part II (August 19, 2019)
- Weekly Geopolitical Report – Weaponizing the Dollar: Part I (August 12, 2019)
- Weekly Geopolitical Report – Turkey Lashing Out (August 5, 2019)
- Weekly Geopolitical Report – The Economic Triangle: Part II (July 29, 2019)
- Weekly Geopolitical Report – The Economic Triangle: Part I (July 22, 2019)
- Weekly Geopolitical Report – Russia’s Local Elections (July 15, 2019)
- Weekly Geopolitical Report – The Mid-Year Geopolitical Outlook (June 24, 2019)
- Weekly Geopolitical Report – War with Iran? (June 17, 2019)
- Weekly Geopolitical Report – Reflections on Tiananmen (June 10, 2019)
- Weekly Geopolitical Report – Rare Earths (June 3, 2019)
- Weekly Geopolitical Report – Venezuela: An Update, Part II (May 20, 2019)
- Weekly Geopolitical Report – Venezuela: An Update, Part I (May 13, 2019)
- Weekly Geopolitical Report – Reflections on Domestic Policy and American Hegemony: Part III (May 6, 2019)
- Weekly Geopolitical Report – Reflections on Domestic Policy and American Hegemony: Part II (April 29, 2019)
- Weekly Geopolitical Report – Reflections on Domestic Policy and American Hegemony: Part I (April 15, 2019)
- Weekly Geopolitical Report – When Hegemons Fade (April 8, 2019)
- Weekly Geopolitical Report – Modern Monetary Theory: Part IV (April 1, 2019)
- Weekly Geopolitical Report – Modern Monetary Theory: Part III (March 25, 2019)
- Weekly Geopolitical Report – Modern Monetary Theory: Part II (March 18, 2019)
- Weekly Geopolitical Report – Modern Monetary Theory: Part I (March 11, 2019)
- Weekly Geopolitical Report – The Irish Question: Part II (March 4, 2019)
- Weekly Geopolitical Report – The Irish Question: Part I (February 25, 2019)
- Weekly Geopolitical Report – The Nigerian Election (February 11, 2019)
- Weekly Geopolitical Report – What to do with China: Part II (February 4, 2019)
- Weekly Geopolitical Report – What to do with China: Part I (January 28, 2019)
- Weekly Geopolitical Report – Reflections on Inflections: Part II (January 14, 2019)
- Weekly Geopolitical Report – Reflections on Inflections: Part I (January 7, 2019)
- Weekly Geopolitical Report – The 2019 Geopolitical Outlook (December 17, 2018)
- Weekly Geopolitical Report – The Malevolent Hegemon: Part III (December 10, 2018)
- Weekly Geopolitical Report – The Malevolent Hegemon: Part II (December 3, 2018)
- Weekly Geopolitical Report – The Malevolent Hegemon: Part I (November 26, 2018)
- Weekly Geopolitical Report – Reflections on the Khashoggi Incident: Part II (November 12, 2018)
- Weekly Geopolitical Report – Reflections on the Khashoggi Incident: Part I (November 5, 2018)
- Weekly Geopolitical Report – Return of the Strongman: Part II (October 29, 2018)
- Weekly Geopolitical Report – Return of the Strongman: Part I (October 22, 2018)
- Weekly Geopolitical Report – The Dollar Problem: Part II (October 8, 2018)
- Weekly Geopolitical Report – The Dollar Problem: Part I (October 1, 2018)
- Weekly Geopolitical Report – The Venezuelan Migration Crisis: Part II (September 24, 2018)
- Weekly Geopolitical Report – The Venezuelan Migration Crisis: Part I (September 17, 2018)
- Weekly Geopolitical Report – The Battle for Idlib (September 10, 2018)
- Weekly Geopolitical Report – The Turkey Crisis: Part II (August 27, 2018)
- Weekly Geopolitical Report – The Turkey Crisis: Part I (August 20, 2018)
- Weekly Geopolitical Report – Iran Sanctions and Potential Responses: Part III (August 13, 2018)
- Weekly Geopolitical Report – Iran Sanctions and Potential Responses: Part II (August 6, 2018)
- Weekly Geopolitical Report – Iran Sanctions and Potential Responses: Part I (July 30, 2018)
- Weekly Geopolitical Report – Reflections on Politics and Populism: Part II (July 23, 2018)
- Weekly Geopolitical Report – Reflections on Politics and Populism: Part I (July 16, 2018)
- Weekly Geopolitical Report – The Return of AMLO (July 9, 2018)
- Weekly Geopolitical Report – The Mid-Year Geopolitical Outlook (June 25, 2018)
- Weekly Geopolitical Report – China’s Foreign Reserves: Part III (June 18, 2018)
- Weekly Geopolitical Report – China’s Foreign Reserves: Part II (June 11, 2018)
- Weekly Geopolitical Report – China’s Foreign Reserves: Part I (June 4, 2018)
- Weekly Geopolitical Report – Reflections on Cyberwar (May 21, 2018)
- Weekly Geopolitical Report – The Marshall Plan: A Review (May 14, 2018)
- Weekly Geopolitical Report – Generational Change in Cuba? (April 30, 2018)
- Weekly Geopolitical Report – Reflections on Globalization: Part III (April 23, 2018)
- Weekly Geopolitical Report – Reflections on Globalization: Part II (April 16, 2018)
- Weekly Geopolitical Report – Reflections on Globalization: Part I (April 9, 2018)
- Weekly Geopolitical Report – The North Korean Summit: Part II (March 26, 2018)
- Weekly Geopolitical Report – The North Korean Summit: Part I (March 19, 2018)
- Weekly Geopolitical Report – Emperor Xi: Part II (March 12, 2018)
- Weekly Geopolitical Report – Emperor Xi: Part I (March 5, 2018)
- Weekly Geopolitical Report – The Italian Elections: Part II (February 26, 2018)
- Weekly Geopolitical Report – The Italian Elections: Part I (February 12, 2018)
- Weekly Geopolitical Report – Trump & Trade: The First Year (February 5, 2018)
- Weekly Geopolitical Report – Thinking the Unthinkable (Again): Part II (January 29, 2018)
- Weekly Geopolitical Report – Thinking the Unthinkable (Again): Part I (January 22, 2018)
- Weekly Geopolitical Report – The Iranian Protests (January 8, 2018)
- Weekly Geopolitical Report – The 2018 Geopolitical Outlook (December 18, 2017)
- Weekly Geopolitical Report – Moving Fast and Breaking Things: Mohammad bin Salman, Part III (December 11, 2017)
- Weekly Geopolitical Report – Moving Fast and Breaking Things: Mohammad bin Salman, Part II (December 4, 2017)
- Weekly Geopolitical Report – Moving Fast and Breaking Things: Mohammad bin Salman, Part I (November 20, 2017)
- Weekly Geopolitical Report – The Situation in Catalonia: Part II (November 13, 2017)
- Weekly Geopolitical Report – The Situation in Catalonia: Part I (November 6, 2017)
- Weekly Geopolitical Report – North Korea and China: A Difficult History, Part III (October 30, 2017)
- Weekly Geopolitical Report – North Korea and China: A Difficult History, Part II (October 23, 2017)
- Weekly Geopolitical Report – North Korea and China: A Difficult History, Part I (October 16, 2017)
- Weekly Geopolitical Report – The Four Horsemen of Leveling: A Book Review (October 9, 2017)
- Weekly Geopolitical Report – The 19th Party Congress (October 2, 2017)
- Weekly Geopolitical Report – Using History (September 25, 2017)
- Weekly Geopolitical Report – North Korea: An Update (September 18, 2017)
- Weekly Geopolitical Report – Reflections on Nationalism: Part III (September 11, 2017)
- Weekly Geopolitical Report – Reflections on Nationalism: Part II (August 28, 2017)
- Weekly Geopolitical Report – Reflections on Nationalism: Part I (August 21, 2017)
- Weekly Geopolitical Report – The Qatar Situation: Part II (August 14, 2017)
- Weekly Geopolitical Report – The Qatar Situation: Part I (August 7, 2017)
- Weekly Geopolitical Report – A Coup in Riyadh (July 31, 2017)
- Weekly Geopolitical Report – A Productivity Boom: A Response to Robert Gordon, Part II (July 24, 2017)
- Weekly Geopolitical Report – A Productivity Boom: A Response to Robert Gordon, Part I (July 17, 2017)
- Weekly Geopolitical Report – The Mid-Year Geopolitical Outlook (July 10, 2017)
- Weekly Geopolitical Report – The Second Korean War: Part II (June 26, 2017)
- Weekly Geopolitical Report – The Second Korean War: Part I (June 19, 2017)
- Weekly Geopolitical Report – South Korea’s Too Big to Fail (June 12, 2017)
- Weekly Geopolitical Report – Are the Germans Bad? (June 5, 2017)
- Weekly Geopolitical Report – Reflections on Trade: Part IV (May 22, 2017)
- Weekly Geopolitical Report – Reflections on Trade: Part III (May 15, 2017)
- Weekly Geopolitical Report – Reflections on Trade: Part II (May 8, 2017)
- Weekly Geopolitical Report – Reflections on Trade: Part I (May 1, 2017)
- Weekly Geopolitical Report – Between a Rock and a Hard Place: The Gibraltar Dilemma (April 24, 2017)
- Weekly Geopolitical Report – The EU at 60: Part II (April 10, 2017)
- Weekly Geopolitical Report – The EU at 60: Part I (April 3, 2017)
- Weekly Geopolitical Report – It’s Tsar, Not Comrade (March 27, 2017)
- Weekly Geopolitical Report – The Rise of AMLO: Part II (March 20, 2017)
- Weekly Geopolitical Report – The Rise of AMLO: Part I (March 13, 2017)
- Weekly Geopolitical Report – The Assassination of Kim Jong Nam (March 6, 2017)
- Weekly Geopolitical Report – Germany: The Reluctant Superpower (February 27, 2017)
- Weekly Geopolitical Report – Nuclear Blackmail (February 13, 2017)
- Weekly Geopolitical Report – Exit the Shark (February 6, 2017)
- Weekly Geopolitical Report – Future of the Euro (January 30, 2017)
- Weekly Geopolitical Report – War Gaming: Part II (January 23, 2017)
- Weekly Geopolitical Report – War Gaming: Part I (January 9, 2017)
- Weekly Geopolitical Report – The 2017 Geopolitical Outlook (December 12, 2016)
- Weekly Geopolitical Report – Losing the Philippines: Part 2 (December 5, 2016)
- Weekly Geopolitical Report – Losing the Philippines: Part 1 (November 21, 2016)
- Weekly Geopolitical Report – President Trump: A Preliminary Analysis (November 14, 2016)
- Weekly Geopolitical Report – Inflation Targeting: What’s so special about 2%? (November 7, 2016)
- Weekly Geopolitical Report – The Geopolitics of the Reserve Currency: Part 2 (October 31, 2016)
- Weekly Geopolitical Report – The Geopolitics of the Reserve Currency: Part 1 (October 24, 2016)
- Weekly Geopolitical Report – The TTIP and the TPP: An Update (October 17, 2016)
- Weekly Geopolitical Report – American Foreign Policy: A Review, Part II (October 10, 2016)
- Weekly Geopolitical Report – American Foreign Policy: A Review, Part I (October 3, 2016)
- Weekly Geopolitical Report – Goodbye, Dilma. Hello, Michel. (September 26, 2016)
- Weekly Geopolitical Report – Reflections on Terrorism (September 19, 2016)
- Weekly Geopolitical Report – After Karimov (September 12, 2016)
- Weekly Geopolitical Report – What’s Putin up to? (August 29, 2016)
- Weekly Geopolitical Report – Thinking about Thinking: Part II (August 22, 2016)
- Weekly Geopolitical Report – Thinking about Thinking: Part I (August 15, 2016)
- Weekly Geopolitical Report – The Turkish Coup, Part III (August 8, 2016)
- Weekly Geopolitical Report – The Turkish Coup, Part II (August 1, 2016)
- Weekly Geopolitical Report – The Turkish Coup, Part I (July 25, 2016)
- Weekly Geopolitical Report – Meet Theresa May (July 18, 2016)
- Weekly Geopolitical Report – Post-Brexit (July 11, 2016)
- Weekly Geopolitical Report – The 2016 Mid-Year Geopolitical Outlook (June 27, 2016)
- Weekly Geopolitical Report – The Real Risk of Brexit (June 20, 2016)
- Weekly Geopolitical Report – The Trade Facilitation and Trade Enforcement Act (June 13, 2016)
- Weekly Geopolitical Report – The Tragedy of Venezuela (June 6, 2016)
- Weekly Geopolitical Report – Sykes-Picot: 100 Years Later (May 23, 2016)
- Weekly Geopolitical Report – The Geopolitics of Helicopter Money: Part 3 (May 16, 2016)
- Weekly Geopolitical Report – The Geopolitics of Helicopter Money: Part 2 (May 9, 2016)
- Weekly Geopolitical Report – The Geopolitics of Helicopter Money: Part 1 (May 2, 2016)
- Weekly Geopolitical Report – The Impeachment Proceedings of Dilma Rousseff (April 25, 2016)
- Weekly Geopolitical Report – Nagorno-Karabakh (April 18, 2016)
- Weekly Geopolitical Report – Intergenerational Forgetfulness (April 11, 2016)
- Weekly Geopolitical Report – The Archetypes of American Foreign Policy: A Reprise (April 4, 2016)
- Weekly Geopolitical Report – The Russian Withdrawal (March 21, 2016)
- Weekly Geopolitical Report – The Apple Problem (March 14, 2016)
- Weekly Geopolitical Report – The Iranian Elections (March 7, 2016)
- Weekly Geopolitical Report – Brexit (February 29, 2016)
- Weekly Geopolitical Report – The 2016 Election: An Update (February 22, 2016)
- Weekly Geopolitical Report – Russia’s Struggles (February 8, 2016)
- Weekly Geopolitical Report – Trouble in Taiwan (February 1, 2016)
- Weekly Geopolitical Report – Italy’s Banking Crisis (January 25, 2016)
- Weekly Geopolitical Report – The Saudi Executions (January 11, 2016)
- Weekly Geopolitical Report – The 2016 Geopolitical Outlook (December 14, 2015)
- Weekly Geopolitical Report – The Evolution of IS (December 7, 2015)
- Weekly Geopolitical Report – Putin and Flight 9268 (November 23, 2015)
- Weekly Geopolitical Report – Political Turmoil in Portugal (November 16, 2015)
- Weekly Geopolitical Report – EU Migrant Crisis: Focus on Hungary (November 2, 2015)
- Weekly Geopolitical Report – The Obama Doctrine: Moneyball America (October 26, 2015)
- Weekly Geopolitical Report – The TPP (October 19, 2015)
- Weekly Geopolitical Report – “Catalonia, a New State within Europe”? (October 12, 2015)
- Weekly Geopolitical Report – Putin and Syria (October 5, 2015)
- Weekly Geopolitical Report – El Niño Update (September 28, 2015)
- Weekly Geopolitical Report – Meet Jeremy Corbyn (September 21, 2015)
- Weekly Geopolitical Report – Bremmer’s Choices (August 31, 2015)
- Weekly Geopolitical Report – Book Review: Superpower (August 24, 2015)
- Weekly Geopolitical Report – Donald and Bernie (August 17, 2015)
- Weekly Geopolitical Report – Turkey’s Predicament (August 10, 2015)
- Weekly Geopolitical Report – Reflections on the Iran Deal (August 3, 2015)
- Weekly Geopolitical Report – Laudato Sí (July 27, 2015)
- Weekly Geopolitical Report – Imperial Germany (July 20, 2015)
- Weekly Geopolitical Report – Greek Games: An Update (July 13, 2015)
- Weekly Geopolitical Report – The 2015 Mid-Year Geopolitical Outlook (June 29, 2015)
- Weekly Geopolitical Report – Cyber Security and Terrorism: Case Studies (June 22, 2015)
- Weekly Geopolitical Report – An Alternative to Gandhi (June 15, 2015)
- Weekly Geopolitical Report – The Importance of FIFA (June 8, 2015)
- Weekly Geopolitical Report – Greece: An Update (June 1, 2015)
- Weekly Geopolitical Report – The U.K. Elections (May 18, 2015)
- Weekly Geopolitical Report – The Next Generation (May 11, 2015)
- Weekly Geopolitical Report – Can Assad Survive? (May 4, 2015)
- Weekly Geopolitical Report – The Ideology of IS (April 27, 2015)
- Weekly Geopolitical Report – The AIIB (April 20, 2015)
- Weekly Geopolitical Report – The Ideology of IS (April 13, 2015)
- Weekly Geopolitical Report – The New World Order: Part IV (April 6, 2015)
- Weekly Geopolitical Report – The New World Order: Part III (March 30, 2015)
- Weekly Geopolitical Report – The New World Order: Part II (March 23, 2015)
- Weekly Geopolitical Report – The New World Order: Part I (March 16, 2015)
- Weekly Geopolitical Report – Good luck, Jonathan. Good luck, Nigeria. (March 9, 2015)
- Weekly Geopolitical Report – Yemen: A Land with a Rich Past and a Poor Present (March 2, 2015)
- Weekly Geopolitical Report – Détente with Iran: An Update (February 23, 2015)
- Weekly Geopolitical Report – Greek Games (February 9, 2015)
- Weekly Geopolitical Report – Reflections on 1986 (February 2, 2015)
- Weekly Geopolitical Report – Saudi Succession (January 20, 2015)
- Weekly Geopolitical Report – European Populism (January 12, 2015)
- Weekly Geopolitical Report – The Cuban Thaw (January 5, 2015)
- Weekly Geopolitical Report – The 2015 Geopolitical Outlook (December 15, 2014)
- Weekly Geopolitical Report – Hungary’s PM: Madman or Geopolitical Genius? (December 8, 2014)
- Weekly Geopolitical Report – Reflections on the 25th Anniversary of the Fall of the Berlin Wall: Part 2 (November 24, 2014)
- Weekly Geopolitical Report – Reflections on the 25th Anniversary of the Fall of the Berlin Wall: Part 1 (November 17, 2014)
- Weekly Geopolitical Report – Manufacturing Renaissance? (November 10, 2014)
- Weekly Geopolitical Report – A Smaller World (November 3, 2014)
- Weekly Geopolitical Report – The Echo of Wirtschaftswunder (October 27, 2014)
- Weekly Geopolitical Report – The Eighth Default of Argentina (October 20, 2014)
- Weekly Geopolitical Report – Dilma or No Dilma? (October 13, 2014)
- Weekly Geopolitical Report – Welcome to the World, the Country of Catalonia? (October 6, 2014)
- Weekly Geopolitical Report – Ebola (September 29, 2014)
- Weekly Geopolitical Report – The TTIP and the TPP (January 27, 2014)
- Weekly Geopolitical Report – Best Consumed Below Zero? (December 9, 2013)
- Weekly Geopolitical Report – Elections in Chile (November 25, 2013)
- Weekly Geopolitical Report – France and the Iranian Negotiations (November 18, 2013)
- Weekly Geopolitical Report – Let’s Party Like it’s 1978 (November 11, 2013)
- Weekly Geopolitical Report – The Saudi Tribulation (November 4, 2013)
- Weekly Geopolitical Report – India’s Maoist Problem (October 28, 2013)
- Weekly Geopolitical Report – The Turmoil in Washington (October 14, 2013)
- Weekly Geopolitical Report – The Gordon Dilemma (August 12, 2013)
- Weekly Geopolitical Report – Syria and the Red Line (May 6, 2013)
- Weekly Geopolitical Report – The 2013 Geopolitical Outlook (December 17, 2012)
- Weekly Geopolitical Report – The 2012 Geopolitical Outlook (December 19, 2011)
- Weekly Geopolitical Report – The Geopolitics of Geoengineering (May 11, 2009)
- Category: Asset Allocation Reports
- Asset Allocation Bi-Weekly – #143 “The Hidden Battle in the ‘One Big, Beautiful Bill'” (Posted 6/30/25)
- Asset Allocation Bi-Weekly – #142 “The Economy That Won’t Die” (Posted 6/16/25)
- Asset Allocation Bi-Weekly – #141 “The Japan Problem ” (Posted 6/2/25)
- Asset Allocation Bi-Weekly – #140 “White House vs. The Fed: The Looming Battle for US Monetary Policy ” (Posted 5/19/25)
- Asset Allocation Bi-Weekly – #139 “US Capital Flight and the Implications for Investors” (Posted 5/5/25)
- Asset Allocation Bi-Weekly – #138 “From Magnificent 7 to European Revival” (Posted 4/14/25)
- Asset Allocation Bi-Weekly – #136 “Equities as a Inflation Hedge?” (Posted 3/17/25)
- Asset Allocation Bi-Weekly – #135 “Tackling Long-Term Interest Rates” (Posted 3/3/25)
- Asset Allocation Bi-Weekly – #134 “Our Take on the Initial Trump Tariffs” (Posted 2/18/25)
- Asset Allocation Bi-Weekly – #133 “American Exceptionalism and the Markets” (Posted 1/21/25)
- Asset Allocation Bi-Weekly – #132 “Magnificent 7 to the Rescue!” (Posted 1/21/25)
- Asset Allocation Bi-Weekly – #131 “Household Cash Levels and the S&P 500” (Posted 12/9/24)
- Asset Allocation Bi-Weekly – #130 “Bonds and the Post-Election Environment” (Posted 11/25/24)
- Asset Allocation Bi-Weekly – #129 “Let’s Talk About Tariffs!” (Posted 11/11/24)
- Asset Allocation Bi-Weekly – #128 “The Inflation Adjustment for Social Security Benefits in 2025” (Posted 10/28/24)
- Asset Allocation Bi-Weekly – #127 “The Yield Curve Un-Inverts” (Posted 10/14/24)
- Asset Allocation Bi-Weekly – #126 “Presidential Cycles and Stock Performance” (Posted 9/30/24)
- Asset Allocation Bi-Weekly – #125 “The Benjamin Button Dividend” (Posted 9/16/24)
- Asset Allocation Bi-Weekly – #124 “Activist vs. Accommodative Treasury Issuance” (Posted 8/26/24)
- Asset Allocation Bi-Weekly – #123 “The Price of Central Bank Independence” (Posted 7/29/24)
- Asset Allocation Bi-Weekly – #121 “Small Caps and the Hope for a Soft Landing” (Posted 6/24/24)
- Asset Allocation Bi-Weekly – #120 “Copper, Gold, Treasurys, and the New World” (Posted 6/10/24)
- Asset Allocation Bi-Weekly – #119 “The Importance of the Federal Reserve’s Inflation Target” (Posted 5/28/24)
- Asset Allocation Bi-Weekly – #118 “The Immigration Paradox” (Posted 5/13/24)
- Asset Allocation Bi-Weekly – #117 “The Incremental Uranium Demand for Weapons” (Posted 4/15/24)
- Asset Allocation Bi-Weekly – #116 “The Fed’s Other Policy Tool” (Posted 3/18/24)
- Asset Allocation Bi-Weekly – #115 “Uranium Demand, Supply, and Investment Prospects” (Posted 3/4/24)
- Asset Allocation Bi-Weekly – #114 “Who Wants US Treasurys” (Posted 2/20/24)
- Asset Allocation Bi-Weekly – #113 “U.S Oil Production at a Record High” (Posted 2/5/24)
- Asset Allocation Bi-Weekly – #112 “How Does Powell Define Restrictive Monetary Policy?” (Posted 1/22/24)
- Asset Allocation Bi-Weekly – #111 “A Pause That Refreshes?” (Posted 12/4/23)
- Asset Allocation Bi-Weekly – #110 “Reflections on Earnings” (Posted 11/20/23)
- Asset Allocation Bi-Weekly – #108 “A Regime Change in Bonds?” (Posted 10/23/23)
- Asset Allocation Bi-Weekly – #107 “The FOMC in 2024” (Posted 10/9/23)
- Asset Allocation Bi-Weekly – #106 “Where’s the Recession? A Recap” (Posted 9/25/23)
- Asset Allocation Bi-Weekly – #105 “Fiscal Tightening Looms” (Posted 9/11/23)
- Asset Allocation Bi-Weekly – #104 “Where’s the Recession? Examining Employment” (Posted 8/14/23)
- Asset Allocation Bi-Weekly – #103 “Part-Time Troubles” (Posted 7/31/23)
- Asset Allocation Bi-Weekly – #101 “The Green Shoots of Re-Industrialization” (Posted 7/3/23)
- Asset Allocation Bi-Weekly – #100 “The Great Divergence” (Posted 6/20/23)
- Asset Allocation Bi-Weekly – #99 “Weak Capital Investment by State and Local Governments” (Posted 6/5/23)
- Asset Allocation Bi-Weekly – #98 “The Case for New Home Sales” (Posted 5/22/23)
- Asset Allocation Bi-Weekly – #96 “The Fed’s Employment Surprise” (Posted 4/24/23)
- Asset Allocation Bi-Weekly – #95 “Increasing Concerns About Commercial Real Estate” (Posted 4/10/23)
- Asset Allocation Bi-Weekly – #94 “Have Policymakers Solved the Tinbergen Problem?” (Posted 3/27/23)
- Asset Allocation Bi-Weekly – #93 “The Importance of the Policy Mix” (Posted 3/13/23)
- Asset Allocation Bi-Weekly – #92 “Federal Reserve Policymakers in 2023: Hawks or Doves?” (Posted 2/27/23)
- Asset Allocation Bi-Weekly – #91 “Secular Trends In Bond Yields” (Posted 2/3/23)
- Asset Allocation Bi-Weekly – #89 “Forecasting Financial Stress” (Posted 12/12/22)
- Asset Allocation Bi-Weekly – #87 “The Inflation Adjustment for Social Security Benefits in 2023” (Posted 10/31/22)
- Asset Allocation Bi-Weekly – #85 “The Gold Paradox” (Posted 10/3/22)
- Asset Allocation Bi-Weekly – #84 “The Federal Reserve’s Big Policy Mistake” (Posted 9/19/22)
- Asset Allocation Bi-Weekly – #83 “Storm Warning” (Posted 9/6/22)
- Asset Allocation Bi-Weekly – #82 “The Inflation Surprise” (Posted 8/22/22)
- Asset Allocation Bi-Weekly – #81 “The Devil Is in the Details” (Posted 8/8/22)
- Asset Allocation Bi-Weekly – #80 “The Puzzle of the Labor Force” (Posted 7/25/22)
- Asset Allocation Bi-Weekly – #79 “The ECB Dilemma” (Posted 7/11/22)
- Asset Allocation Bi-Weekly – #78 “The Selling of Austerity” (Posted 6/27/22)
- Asset Allocation Bi-Weekly – #77 “Homebuilders Versus Apartment Builders” (Posted 6/13/22)
- Asset Allocation Bi-Weekly – #76 “The Problem of Financial Conditions” (Posted 5/31/22)
- Asset Allocation Bi-Weekly – #75 “The FOMC Speaks” (Posted 5/16/22)
- Asset Allocation Bi-Weekly – #74 “The Tale of Two Surveys” (Posted 5/2/22)
- Asset Allocation Bi-Weekly – #73 “The Bank of Japan Cocks the Trigger” (Posted 4/18/22)
- Asset Allocation Bi-Weekly – #72 “Latin America’s Day in the Sun” (Posted 4/4/22)
- Asset Allocation Bi-Weekly – #71 “A Commodity Update” (Posted 3/21/22)
- Asset Allocation Bi-Weekly – #70 “Believe It or Not, Fiscal Policy Is Tightening” (Posted 3/7/22)
- Asset Allocation Bi-Weekly – #69 “The U.S. Trade Deficit and Global Prices” (Posted 2/22/22)
- Asset Allocation Bi-Weekly – #68 “Gold: An Update of Current Conditions” (Posted 2/7/22)
- Asset Allocation Bi-Weekly – #67 “Real Income versus the Wealth Effect; What is Driving Consumption?” (Posted 1/24/22)
- Asset Allocation Bi-Weekly – #66 “The Path of Monetary Policy” (Posted 1/10/22)
- Asset Allocation Weekly – #65 “What’s Causing the Yield Curve to Flatten?” (Posted 12/17/21)
- Asset Allocation Weekly – #64 “The Omicron Problem” (Posted 12/10/21)
- Asset Allocation Weekly – #63 “An Update on Gold” (Posted 12/3/21)
- Asset Allocation Weekly – #62 “The Composition of the FOMC” (Posted 11/19/21)
- Asset Allocation Weekly – #61 “The Citigroup Economic Surprise Index & Bond Yields” (Posted 11/12/21)
- Asset Allocation Weekly – #60 “Is Monetary Policy Affected by Financial Markets?” (Posted 11/5/21)
- Asset Allocation Weekly – #59 “The Debt Ceiling & the Platinum Coin” (Posted 10/29/21)
- Asset Allocation Weekly – #58 “The Inflation Adjustment for Social Security Benefits in 2022” (Posted 10/22/21)
- Asset Allocation Weekly – #57 “Globalization Isn’t What It Used to Be” (Posted 10/15/21)
- Asset Allocation Weekly – #56 “Has Bitcoin Become a Substitute for Gold?” (Posted 10/8/21)
- Asset Allocation Weekly – #55 “The Prices We Don’t See” (Posted 10/1/21)
- Asset Allocation Weekly – #54 “The Supply Side Worry on Inflation” (Posted 9/24/21)
- Asset Allocation Weekly – #52 “Powell & Fed Independence” (Posted 9/10/21)
- Asset Allocation Weekly – #51 “This Recovery is Different” (Posted 8/27/21)
- Asset Allocation Weekly – #50 “The Impact of Older Americans on the Labor Market” (Posted 8/20/21)
- Asset Allocation Weekly – #49 “Intellectual Property Takes Over Fixed Investment” (Posted 8/13/21)
- Asset Allocation Weekly – #48 (Posted 8/6/21)
- Asset Allocation Weekly – #47 (Posted 7/30/21)
- Asset Allocation Weekly – #46 (Posted 7/23/21)
- Asset Allocation Weekly – #45 (Posted 7/16/21)
- Asset Allocation Weekly – #44 (Posted 7/9/21)
- Asset Allocation Weekly – #43 (Posted 6/25/21)
- Asset Allocation Weekly – #42 (Posted 6/18/21)
- Asset Allocation Weekly – #41 (Posted 6/11/21)
- Asset Allocation Weekly – #40 (Posted 5/28/21)
- Asset Allocation Weekly – #39 (Posted 5/21/21)
- Asset Allocation Weekly – #38 (Posted 5/14/21)
- Asset Allocation Weekly – #36 (Posted 4/23/21)
- Asset Allocation Weekly – #35 (Posted 4/16/21)
- Asset Allocation Weekly – #34 (Posted 4/9/21)
- Asset Allocation Weekly – #33 (Posted 3/26/21)
- Asset Allocation Weekly – #32 (Posted 3/19/21)
- Asset Allocation Weekly – #31 (Posted 3/12/21)
- Asset Allocation Weekly – #30 (Posted 3/5/21)
- Asset Allocation Weekly – #29 (Posted 2/26/21)
- Asset Allocation Weekly – #28 (Posted 2/19/21)
- Asset Allocation Weekly – #27 (Posted 2/12/21)
- Asset Allocation Weekly – #25 (Posted 1/29/21)
- Asset Allocation Weekly – #24 (Posted 1/22/21)
- Asset Allocation Weekly – #23 (Posted 1/15/21)
- Asset Allocation Weekly – #22 (Posted 12/18/20)
- Asset Allocation Weekly – #21 (Posted 12/11/20)
- Asset Allocation Weekly – #20 (Posted 11/20/20)
- Asset Allocation Weekly – #19 (Posted 11/13/20)
- Asset Allocation Weekly – #18 (Posted 11/6/20)
- Asset Allocation Weekly – #17 (Posted 10/30/20)
- Asset Allocation Weekly – #15 (Posted 10/16/20)
- Asset Allocation Weekly – #14 (Posted 10/9/20)
- Asset Allocation Weekly – #12 (Posted 9/25/20)
- Asset Allocation Weekly – #10 (Posted 9/4/20)
- Asset Allocation Weekly – #9 (Posted 8/28/20)
- Asset Allocation Weekly – #8 (Posted 8/21/20)
- Asset Allocation Weekly – #7 (Posted 8/14/20)
- Asset Allocation Weekly – #6 (Posted 8/7/20)
- Asset Allocation Weekly – #4 (Posted 7/24/20)
- Asset Allocation Weekly – #3 (Posted 7/20/20)
- Asset Allocation Weekly – #2 (Posted 7/10/20)
- Category: Asset Allocation Bi-Weekly
- Asset Allocation Bi-Weekly – The Hidden Battle in the “One Big, Beautiful Bill” (June 30, 2025)
- Asset Allocation Bi-Weekly – The Economy That Won’t Die (June 16, 2025)
- Asset Allocation Bi-Weekly – The Japan Problem (June 2, 2025)
- Asset Allocation Bi-Weekly – White House vs. The Fed: The Looming Battle for US Monetary Policy (May 19, 2025)
- Asset Allocation Bi-Weekly – US Capital Flight and the Implications for Investors (May 5, 2025)
- Asset Allocation Bi-Weekly – From Magnificent 7 to European Revival (April 14, 2025)
- Asset Allocation Bi-Weekly – Managing an Economic Slowdown (March 31, 2025)
- Asset Allocation Bi-Weekly – Equities as an Inflation Hedge? (March 17, 2025)
- Asset Allocation Bi-Weekly – Tackling Long-Term Interest Rates (March 3, 2025)
- Asset Allocation Bi-Weekly – Our Take on the Initial Trump Tariffs (February 18, 2025)
- Asset Allocation Bi-Weekly – American Exceptionalism and the Markets (February 3, 2025)
- Asset Allocation Bi-Weekly – Magnificent 7 to the Rescue! (January 21, 2025)
- Asset Allocation Bi-Weekly – Household Cash Levels and the S&P 500 (December 9, 2024)
- Asset Allocation Bi-Weekly – Bonds and the Post-Election Environment (November 25, 2024)
- Asset Allocation Bi-Weekly – Let’s Talk About Tariffs! (November 11, 2024)
- Asset Allocation Bi-Weekly – The Inflation Adjustment for Social Security Benefits in 2025 (October 28, 2024)
- Asset Allocation Bi-Weekly – The Yield Curve Un-Inverts (October 14, 2024)
- Asset Allocation Bi-Weekly – Presidential Cycles and Stock Performance (September 30, 2024)
- Asset Allocation Bi-Weekly – The Benjamin Button Dividend (September 16, 2024)
- Asset Allocation Bi-Weekly – Activist vs. Accommodative Treasury Issuance (August 26, 2024)
- Asset Allocation Bi-Weekly – Is the Sahm Rule Right? (August 12, 2024)
- Asset Allocation Bi-Weekly – The Price of Central Bank Independence (July 29, 2024)
- Asset Allocation Bi-Weekly – A New Factor for Gold Prices (July 15, 2024)
- Asset Allocation Bi-Weekly – Small Caps and the Hope for a Soft Landing (June 24, 2024)
- Asset Allocation Bi-Weekly – Copper, Gold, Treasurys, and the New World (June 10, 2024)
- Asset Allocation Bi-Weekly – The Importance of the Federal Reserve’s Inflation Target (May 28, 2024)
- Asset Allocation Bi-Weekly – The Immigration Paradox (May 13, 2024)
- Asset Allocation Bi-Weekly – The Peace Dividend, Government Debt, and Yield Curve Control (April 29, 2024)
- Asset Allocation Bi-Weekly – The Incremental Uranium Demand for Weapons (April 15, 2024)
- Asset Allocation Bi-Weekly – Gold, Gold Miners, and Central Banks (April 1, 2024)
- Asset Allocation Bi-Weekly – The Fed’s Other Policy Tool (March 18, 2024)
- Asset Allocation Bi-Weekly – Uranium Demand, Supply, and Investment Prospects (March 4, 2024)
- Asset Allocation Bi-Weekly – Who Wants US Treasurys? (February 20, 2024)
- Asset Allocation Bi-Weekly – U.S. Oil Production at a Record High (February 5, 2024)
- Asset Allocation Bi-Weekly – How Does Powell Define Restrictive Monetary Policy? (January 22, 2024)
- Asset Allocation Bi-Weekly – A Pause That Refreshes? (December 4, 2023)
- Asset Allocation Bi-Weekly – Reflections on Earnings (November 20, 2023)
- Asset Allocation Bi-Weekly – The Inflation Adjustment for Social Security Benefits in 2024 (November 6, 2023)
- Asset Allocation Bi-Weekly – A Regime Change in Bonds? (October 23, 2023)
- Asset Allocation Bi-Weekly – The FOMC in 2024 (October 9, 2023)
- Asset Allocation Bi-Weekly – Where’s the Recession? A Recap (September 25, 2023)
- Asset Allocation Bi-Weekly – Fiscal Tightening Looms (September 11, 2023)
- Asset Allocation Bi-Weekly – Examining the Rise in T-Note Yields (August 28, 2023)
- Asset Allocation Bi-Weekly – Where’s the Recession? Examining Employment (August 14, 2023)
- Asset Allocation Bi-Weekly – Part-Time Troubles (July 31, 2023)
- Asset Allocation Bi-Weekly – Are Higher Interest Rates Bearish for Risk Assets? (July 17, 2023)
- Asset Allocation Bi-Weekly – The Green Shoots of Re-Industrialization (July 3, 2023)
- Asset Allocation Bi-Weekly – The Great Divergence (June 20, 2023)
- Asset Allocation Bi-Weekly – Weak Capital Investment by State and Local Governments (June 5, 2023)
- Asset Allocation Bi-Weekly – The Case for New Home Sales (May 22, 2023)
- Asset Allocation Bi-Weekly – Why We Are Keeping Duration Short (May 8, 2023)
- Asset Allocation Bi-Weekly – The Fed’s Employment Surprise (April 24, 2023)
- Asset Allocation Bi-Weekly – Increasing Concerns About Commercial Real Estate (April 10, 2023)
- Asset Allocation Bi-Weekly – Have Policymakers Solved the Tinbergen Problem? (March 27, 2023)
- Asset Allocation Bi-Weekly – The Importance of the Policy Mix (March 13, 2023)
- Asset Allocation Bi-Weekly – Federal Reserve Policymakers in 2023: Hawks or Doves? (February 27, 2023)
- Asset Allocation Bi-Weekly – Reflections on Inflation (February 13, 2023)
- Asset Allocation Bi-Weekly – Secular Trends In Bond Yields (January 30, 2023)
- Asset Allocation Bi-Weekly – The Master of Surprise (January 17, 2023)
- Asset Allocation Bi-Weekly – Forecasting Financial Stress (December 5, 2022)
- Asset Allocation Bi-Weekly – The Impossible Trinity (November 14, 2022)
- Asset Allocation Bi-Weekly – The Inflation Adjustment for Social Security Benefits in 2023 (October 31, 2022)
- Asset Allocation Bi-Weekly – An Update on Bonds (October 17, 2022)
- Asset Allocation Bi-Weekly – The Gold Paradox (October 3, 2022)
- Asset Allocation Bi-Weekly – The Federal Reserve’s Big Policy Mistake (September 19, 2022)
- Asset Allocation Bi-Weekly – Storm Warning (September 6, 2022)
- Asset Allocation Bi-Weekly – The Inflation Surprise (August 22, 2022)
- Asset Allocation Bi-Weekly – The Devil Is in the Details (August 8, 2022)
- Asset Allocation Bi-Weekly – The Puzzle of the Labor Force (July 25, 2022)
- Asset Allocation Bi-Weekly – The ECB Dilemma (July 11, 2022)
- Asset Allocation Bi-Weekly – The Selling of Austerity (June 27, 2022)
- Asset Allocation Bi-Weekly – Homebuilders Versus Apartment Builders (June 13, 2022)
- Asset Allocation Bi-Weekly – The Problem of Financial Conditions (May 31, 2022)
- Asset Allocation Bi-Weekly – The FOMC Speaks (May 16, 2022)
- Asset Allocation Bi-Weekly – The Tale of Two Surveys (May 2, 2022)
- Asset Allocation Bi-Weekly – The Bank of Japan Cocks the Trigger (April 18, 2022)
- Asset Allocation Bi-Weekly – Latin America’s Day in the Sun (April 4, 2022)
- Asset Allocation Bi-Weekly – A Commodity Update (March 21, 2022)
- Asset Allocation Bi-Weekly – Believe It or Not, Fiscal Policy Is Tightening (March 7, 2022)
- Asset Allocation Bi-Weekly – The U.S. Trade Deficit and Global Prices (February 22 2022)
- Asset Allocation Bi-Weekly – Gold: An Update of Current Conditions (February 7, 2022)
- Asset Allocation Bi-Weekly – Real Income versus the Wealth Effect; What is Driving Consumption? (January 24, 2022)
- Asset Allocation Bi-Weekly – The Path of Monetary Policy (January 10, 2022)
- Asset Allocation Weekly – What’s Causing the Yield Curve to Flatten? (December 17, 2021)
- Asset Allocation Weekly – The Omicron Problem (December 10, 2021)
- Asset Allocation Weekly – An Update on Gold (December 3, 2021)
- Asset Allocation Weekly – The Composition of the FOMC (November 19, 2021)
- Asset Allocation Weekly – The Citigroup Economic Surprise Index and Bond Yields (November 12, 2021)
- Asset Allocation Weekly – Is Monetary Policy Affected by Financial Markets? (November 5, 2021)
- Asset Allocation Weekly – The Debt Ceiling and the Platinum Coin (October 29, 2021)
- Asset Allocation Weekly – The Inflation Adjustment for Social Security Benefits in 2022 (October 22, 2021)
- Asset Allocation Weekly – Globalization Isn’t What It Used to Be (October 15, 2021)
- Asset Allocation Weekly – Has Bitcoin Become a Substitute for Gold? (October 8, 2021)
- Asset Allocation Weekly – The Prices We Don’t See (October 1, 2021)
- Asset Allocation Weekly – The Supply Side Worry on Inflation (September 24, 2021)
- Asset Allocation Weekly – Don’t Call It a Comeback! (September 17, 2021)
- Asset Allocation Weekly – Powell and Fed Independence (September 10, 2021)
- Asset Allocation Weekly – Are Strong Profits Sustainable? (September 3, 2021)
- Asset Allocation Weekly – This Recovery is Different (August 27, 2021)
- Asset Allocation Weekly – The Impact of Older Americans on the Labor Market (August 20, 2021)
- Asset Allocation Weekly – Intellectual Property Takes Over Fixed Investment (August 13, 2021)
- Asset Allocation Weekly (August 6, 2021)
- Asset Allocation Weekly (July 30, 2021)
- Asset Allocation Weekly (July 23, 2021)
- Asset Allocation Weekly (July 16, 2021)
- Asset Allocation Weekly (July 9, 2021)
- Asset Allocation Weekly (July 2, 2021)
- Asset Allocation Weekly (June 25, 2021)
- Asset Allocation Weekly (June 18, 2021)
- Asset Allocation Weekly (June 11, 2021)
- Asset Allocation Weekly (June 4, 2021)
- Asset Allocation Weekly (May 28, 2021)
- Asset Allocation Weekly (May 21, 2021)
- Asset Allocation Weekly (May 14, 2021)
- Asset Allocation Weekly (May 7, 2021)
- Asset Allocation Weekly (April 30, 2021)
- Asset Allocation Weekly (April 23, 2021)
- Asset Allocation Weekly (April 16, 2021)
- Asset Allocation Weekly (April 9, 2021)
- Asset Allocation Weekly (March 26, 2021)
- Asset Allocation Weekly (March 19, 2021)
- Asset Allocation Weekly (March 12, 2021)
- Asset Allocation Weekly (March 5, 2021)
- Asset Allocation Weekly (February 26, 2021)
- Asset Allocation Weekly (February 19, 2021)
- Asset Allocation Weekly (February 12, 2021)
- Asset Allocation Weekly (February 5, 2021)
- Asset Allocation Weekly (January 29, 2021)
- Asset Allocation Weekly (January 22, 2021)
- Asset Allocation Weekly (January 15, 2021)
- Asset Allocation Weekly (January 8, 2021)
- Asset Allocation Weekly (December 18, 2020)
- Asset Allocation Weekly (December 11, 2020)
- Asset Allocation Weekly (December 4, 2020)
- Asset Allocation Weekly (November 20, 2020)
- Asset Allocation Weekly (November 13, 2020)
- Asset Allocation Weekly (November 6, 2020)
- Asset Allocation Weekly (October 30, 2020)
- Asset Allocation Weekly (October 23, 2020)
- Asset Allocation Weekly (October 16, 2020)
- Asset Allocation Weekly (October 9, 2020)
- Asset Allocation Weekly (October 2, 2020)
- Asset Allocation Weekly (September 25, 2020)
- Asset Allocation Weekly (September 18, 2020)
- Asset Allocation Weekly (September 4, 2020)
- Asset Allocation Weekly (August 28, 2020)
- Asset Allocation Weekly (August 21, 2020)
- Asset Allocation Weekly (August 14, 2020)
- Asset Allocation Weekly (August 7, 2020)
- Asset Allocation Weekly (July 31, 2020)
- Asset Allocation Weekly (July 24, 2020)
- Asset Allocation Weekly (July 17, 2020)
- Asset Allocation Weekly (July 10, 2020)
- Asset Allocation Weekly (June 26, 2020)
- Asset Allocation Weekly (June 19, 2020)
- Asset Allocation Weekly (June 12, 2020)
- Asset Allocation Weekly (June 5, 2020)
- Asset Allocation Weekly (May 29, 2020)
- Asset Allocation Weekly (May 22, 2020)
- Asset Allocation Weekly (May 15, 2020)
- Asset Allocation Weekly (May 8, 2020)
- Asset Allocation Weekly (May 1, 2020)
- Asset Allocation Weekly (April 24, 2020)
- Asset Allocation Weekly (April 17, 2020)
- Asset Allocation Weekly (April 9, 2020)
- Asset Allocation Weekly (April 3, 2020)
- Asset Allocation Weekly (March 27, 2020)
- Asset Allocation Weekly (March 20, 2020)
- Asset Allocation Weekly (March 13, 2020)
- Asset Allocation Weekly (March 6, 2020)
- Asset Allocation Weekly (February 28, 2020)
- Asset Allocation Weekly (February 21, 2020)
- Asset Allocation Weekly (February 14, 2020)
- Asset Allocation Weekly (February 7, 2020)
- Asset Allocation Weekly (January 31, 2020)
- Asset Allocation Weekly (January 24, 2020)
- Asset Allocation Weekly (January 17, 2020)
- Asset Allocation Weekly (January 10, 2020)
- Asset Allocation Weekly (December 20, 2019)
- Asset Allocation Weekly (December 13, 2019)
- Asset Allocation Weekly (December 6, 2019)
- Asset Allocation Weekly (November 22, 2019)
- Asset Allocation Weekly (November 15, 2019)
- Asset Allocation Weekly (November 8, 2019)
- Asset Allocation Weekly (November 1, 2019)
- Asset Allocation Weekly (October 25, 2019)
- Asset Allocation Weekly (October 18, 2019)
- Asset Allocation Weekly (October 11, 2019)
- Asset Allocation Weekly (October 4, 2019)
- Asset Allocation Weekly (September 27, 2019)
- Asset Allocation Weekly (September 20, 2019)
- Asset Allocation Weekly (September 13, 2019)
- Asset Allocation Weekly (September 6, 2019)
- Asset Allocation Weekly (August 30, 2019)
- Asset Allocation Weekly (August 23, 2019)
- Asset Allocation Weekly (August 16, 2019)
- Asset Allocation Weekly (August 9, 2019)
- Asset Allocation Weekly (August 2, 2019)
- Asset Allocation Weekly (July 26, 2019)
- Asset Allocation Weekly (July 19, 2019)
- Asset Allocation Weekly (July 12, 2019)
- Asset Allocation Weekly (July 5, 2019)
- Asset Allocation Weekly (June 28, 2019)
- Asset Allocation Weekly (June 21, 2019)
- Asset Allocation Weekly (June 14, 2019)
- Asset Allocation Weekly (June 7, 2019)
- Asset Allocation Weekly (May 31, 2019)
- Asset Allocation Weekly (May 24, 2019)
- Asset Allocation Weekly (May 17, 2019)
- Asset Allocation Weekly (May 10, 2019)
- Asset Allocation Weekly (May 3, 2019)
- Asset Allocation Weekly (April 26, 2019)
- Asset Allocation Weekly (April 18, 2019)
- Asset Allocation Weekly (April 12, 2019)
- Asset Allocation Weekly (April 5, 2019)
- Asset Allocation Weekly (March 29, 2019)
- Asset Allocation Weekly (March 22, 2019)
- Asset Allocation Weekly (March 15, 2019)
- Asset Allocation Weekly (March 8, 2019)
- Asset Allocation Weekly (March 1, 2019)
- Asset Allocation Weekly (February 22, 2019)
- Asset Allocation Weekly (February 15, 2019)
- Asset Allocation Weekly (February 8, 2019)
- Asset Allocation Weekly (February 1, 2019)
- Asset Allocation Weekly (January 25, 2019)
- Asset Allocation Weekly (January 18, 2019)
- Asset Allocation Weekly (January 11, 2019)
- Asset Allocation Weekly (January 4, 2019)
- Asset Allocation Weekly (December 21, 2018)
- Asset Allocation Weekly (December 14, 2018)
- Asset Allocation Weekly (December 7, 2018)
- Asset Allocation Weekly (November 30, 2018)
- Asset Allocation Weekly (November 16, 2018)
- Asset Allocation Weekly (November 9, 2018)
- Asset Allocation Weekly (November 2, 2018)
- Asset Allocation Weekly (October 26, 2018)
- Asset Allocation Weekly (October 19, 2018)
- Asset Allocation Weekly (October 12, 2018)
- Asset Allocation Weekly (October 5, 2018)
- Asset Allocation Weekly (September 28, 2018)
- Asset Allocation Weekly (September 21, 2018)
- Asset Allocation Weekly (September 14, 2018)
- Asset Allocation Weekly (September 7, 2018)
- Asset Allocation Weekly (August 31, 2018)
- Asset Allocation Weekly (August 24, 2018)
- Asset Allocation Weekly (August 17, 2018)
- Asset Allocation Weekly (August 10, 2018)
- Asset Allocation Weekly (August 3, 2018)
- Asset Allocation Weekly (July 27, 2018)
- Asset Allocation Weekly (July 20, 2018)
- Asset Allocation Weekly (July 13, 2018)
- Asset Allocation Weekly (July 6, 2018)
- Asset Allocation Weekly (June 29, 2018)
- Asset Allocation Weekly (June 22, 2018)
- Asset Allocation Weekly (June 15, 2018)
- Asset Allocation Weekly (June 8, 2018)
- Asset Allocation Weekly (June 1, 2018)
- Asset Allocation Weekly (May 25, 2018)
- Asset Allocation Weekly (May 18, 2018)
- Asset Allocation Weekly (May 11, 2018)
- Asset Allocation Weekly (May 4, 2018)
- Asset Allocation Weekly (April 27, 2018)
- Asset Allocation Weekly (April 20, 2018)
- Asset Allocation Weekly (April 13, 2018)
- Asset Allocation Weekly (April 6, 2018)
- Asset Allocation Weekly (March 29, 2018)
- Asset Allocation Weekly (March 23, 2018)
- Asset Allocation Weekly (March 16, 2018)
- Asset Allocation Weekly (March 9, 2018)
- Asset Allocation Weekly (March 2, 2018)
- Asset Allocation Weekly (February 23, 2018)
- Asset Allocation Weekly (February 16, 2018)
- Asset Allocation Weekly (February 9, 2018)
- Asset Allocation Weekly (February 2, 2018)
- Asset Allocation Weekly (January 26, 2018)
- Asset Allocation Weekly (January 19, 2018)
- Asset Allocation Weekly (January 12, 2018)
- Asset Allocation Weekly (January 5, 2018)
- Asset Allocation Weekly (December 22, 2017)
- Asset Allocation Weekly (December 15, 2017)
- Asset Allocation Weekly (December 8, 2017)
- Asset Allocation Weekly (December 1, 2017)
- Asset Allocation Weekly (November 17, 2017)
- Asset Allocation Weekly (November 10, 2017)
- Asset Allocation Weekly (November 3, 2017)
- Asset Allocation Weekly (October 27, 2017)
- Asset Allocation Weekly (October 20, 2017)
- Asset Allocation Weekly (October 13, 2017)
- Asset Allocation Weekly (October 6, 2017)
- Asset Allocation Weekly (September 29, 2017)
- Asset Allocation Weekly (September 22, 2017)
- Asset Allocation Weekly (September 15, 2017)
- Asset Allocation Weekly (September 8, 2017)
- Asset Allocation Weekly (September 1, 2017)
- Asset Allocation Weekly (August 25, 2017)
- Asset Allocation Weekly (August 18, 2017)
- Asset Allocation Weekly (August 11, 2017)
- Asset Allocation Weekly (August 4, 2017)
- Asset Allocation Weekly (July 28, 2017)
- Asset Allocation Weekly (July 21, 2017)
- Asset Allocation Weekly (July 14, 2017)
- Asset Allocation Weekly (July 7, 2017)
- Asset Allocation Weekly (June 30, 2017)
- Asset Allocation Weekly (June 23, 2017)
- Asset Allocation Weekly (June 16, 2017)
- Asset Allocation Weekly (June 9, 2017)
- Asset Allocation Weekly (June 2, 2017)
- Asset Allocation Weekly (May 26, 2017)
- Asset Allocation Weekly (May 19, 2017)
- Asset Allocation Weekly (May 12, 2017)
- Asset Allocation Weekly (May 5, 2017)
- Asset Allocation Weekly (April 28, 2017)
- Asset Allocation Weekly (April 21, 2017)
- Asset Allocation Weekly (April 13, 2017)
- Asset Allocation Weekly (April 7, 2017)
- Asset Allocation Weekly (March 31, 2017)
- Asset Allocation Weekly (March 24, 2017)
- Asset Allocation Weekly (March 17, 2017)
- Asset Allocation Weekly (March 10, 2017)
- Asset Allocation Weekly (March 3, 2017)
- Asset Allocation Weekly (February 24, 2017)
- Asset Allocation Weekly (February 17, 2017)
- Asset Allocation Weekly (February 10, 2017)
- Asset Allocation Weekly (February 3, 2017)
- Asset Allocation Weekly (January 27, 2017)
- Asset Allocation Weekly (January 20, 2017)
- Asset Allocation Weekly (January 13, 2017)
- Asset Allocation Weekly (January 6, 2017)
- Asset Allocation Weekly (December 23, 2016)
- Asset Allocation Weekly (December 16, 2016)
- Asset Allocation Weekly (December 9, 2016)
- Asset Allocation Weekly (December 2, 2016)
- Asset Allocation Weekly (November 18, 2016)
- Asset Allocation Weekly (November 11, 2016)
- Asset Allocation Weekly (November 4, 2016)
- Asset Allocation Weekly (October 28, 2016)
- Asset Allocation Weekly (October 21, 2016)
- Asset Allocation Weekly (October 14, 2016)
- Asset Allocation Weekly (October 7, 2016)
- Asset Allocation Weekly (September 30, 2016)
- Asset Allocation Weekly (September 23, 2016)
- Asset Allocation Weekly (September 16, 2016)
- Asset Allocation Weekly (September 9, 2016)
- Asset Allocation Weekly (September 2, 2016)
- Asset Allocation Weekly (August 26, 2016)
- Asset Allocation Weekly (August 19, 2016)
- Asset Allocation Weekly (August 12, 2016)
- Asset Allocation Weekly (August 5, 2016)
- Asset Allocation Weekly (July 29, 2016)
- Asset Allocation Weekly (July 22, 2016)
- Asset Allocation Weekly (July 15, 2016)
- Asset Allocation Weekly (July 8, 2016)
- Asset Allocation Weekly (July 1, 2016)
- Asset Allocation Weekly (June 24, 2016)
- Asset Allocation Weekly (June 17, 2016)
- Asset Allocation Weekly (June 10, 2016)
- Asset Allocation Weekly (June 3, 2016)
- Asset Allocation Weekly (May 27, 2016)
- Asset Allocation Weekly (May 20, 2016)
- Asset Allocation Weekly (May 13, 2016)
- Asset Allocation Weekly (May 6, 2016)
- Asset Allocation Weekly (April 29, 2016)
- Asset Allocation Weekly (April 22, 2016)
- Asset Allocation Weekly (April 15, 2016)
- Asset Allocation Weekly (April 8, 2016)
- Asset Allocation Weekly (April 1, 2016)
- Asset Allocation Weekly (February 28, 2014)
- Category: Asset Allocation Quarterly
- Asset Allocation Quarterly (Second Quarter 2025)
- Asset Allocation Quarterly (First Quarter 2025)
- Asset Allocation Quarterly (Fourth Quarter 2024)
- Asset Allocation Quarterly (Third Quarter 2024)
- Asset Allocation Quarterly (Second Quarter 2024)
- Asset Allocation Quarterly (First Quarter 2024)
- Asset Allocation Quarterly (Fourth Quarter 2023)
- Asset Allocation Quarterly (Third Quarter 2023)
- Asset Allocation Quarterly (Second Quarter 2023)
- Asset Allocation Quarterly (First Quarter 2023)
- Asset Allocation Quarterly (Fourth Quarter 2022)
- Asset Allocation Quarterly (Third Quarter 2022)
- Asset Allocation Quarterly (Second Quarter 2022)
- Asset Allocation Quarterly (First Quarter 2022)
- Asset Allocation Quarterly (Fourth Quarter 2021)
- Asset Allocation Quarterly (Third Quarter 2021)
- Asset Allocation Quarterly (Second Quarter 2021)
- Asset Allocation Quarterly (First Quarter 2021)
- Asset Allocation Quarterly (Fourth Quarter 2020)
- Asset Allocation Quarterly (Third Quarter 2020)
- Asset Allocation Quarterly (Second Quarter 2020)
- Asset Allocation Quarterly (First Quarter 2020)
- Asset Allocation Quarterly (Fourth Quarter 2019)
- Asset Allocation Quarterly (Third Quarter 2019)
- Asset Allocation Quarterly (Second Quarter 2019)
- Asset Allocation Quarterly (First Quarter 2019)
- Asset Allocation Quarterly (Fourth Quarter 2018)
- Asset Allocation Quarterly (Third Quarter 2018)
- Asset Allocation Quarterly (Second Quarter 2018)
- Asset Allocation Quarterly (First Quarter 2018)
- Asset Allocation Quarterly (Fourth Quarter 2017)
- Asset Allocation Quarterly (Third Quarter 2017)
- Asset Allocation Quarterly (Second Quarter 2017)
- Asset Allocation Quarterly (First Quarter 2017)
- Asset Allocation Quarterly (Fourth Quarter 2016)
- Asset Allocation Quarterly (Third Quarter 2016)
- Asset Allocation Quarterly (Second Quarter 2016)
- Asset Allocation Quarterly (First Quarter 2016)
- Asset Allocation Quarterly (Fourth Quarter 2015)
- Asset Allocation Quarterly (Third Quarter 2015)
- Category: Asset Allocation Bi-Weekly Podcast
- Category: Value Equity Insights
- Investing Where the Puck Is Going: The Renewed Case for Active and Value (June 2025)
- Magnificent…Small Caps? Why Now and Why Confluence (April 2024)
- Back to the Future: The Advantages of Dividend Income Over Interest Income (February 2024)
- A Good IDEA for the Long Run: The Benefits of Increasing Dividends (December 2023)
- Is It Different This Time? (December 2023)
- The Case for Small Caps (December 7, 2020)
- Shining a Light on Indexes – How to Help Investors Better Achieve Their Goals (July 2020)
- IDEA Dividend Update (March 31, 2020)
- Category: Current Perspectives
- The Case for Hard Assets: An Update (First Quarter 2025)
- The 2025 Outlook: A Year of Political and Policy Change (December 20, 2024)
- The 2024 Outlook: Slow-Bicycle Economy (December 18, 2023)
- The Case for Hard Assets: An Update (June 2023)
- 2023 Outlook: A Recession Year (December 21, 2022)
- 2022 Outlook: Update #2 – The Tails Become Fatter (July 12, 2022)
- 2022 Outlook: Update #1 (February 18, 2022)
- 2022 Outlook: The Year of Fat Tails (December 16, 2021)
- 2021 Outlook: The Recovery Year (December 14, 2020)
- The Case for Hard Assets: An Update (September 2020)
- 2020 Outlook Update #2: Storm Warning (March 27, 2020)
- 2020 Outlook Update: Storm Warning (March 16, 2020)
- 2020 Outlook: Storm Watch (December 19, 2019)
- 2019 Outlook: Red Sky at Morning (December 14, 2018)
- A Primer on Fiscal Policy, Government Debt and Deficits (June 13, 2018)
- 2018 Outlook: Addendum (January 4, 2018)
- 2018 Outlook (November 30, 2017)
- 2017 Outlook (December 21, 2016)
- 2016: An Update (February 24, 2016)
- 2016 Outlook (November 30, 2015)
- Category: Keller Quarterly
- Keller Quarterly (April 2025)
- Keller Quarterly (January 2025)
- Keller Quarterly (October 2024)
- Keller Quarterly (July 2024)
- Keller Quarterly (April 2024)
- Keller Quarterly (January 2024)
- Keller Quarterly (October 2023)
- Keller Quarterly (July 2023)
- Keller Quarterly (April 2023)
- Keller Quarterly (January 2023)
- Keller Quarterly (October 2022)
- Keller Quarterly (July 2022)
- Keller Quarterly (April 2022)
- Keller Quarterly (January 2022)
- Keller Quarterly (October 2021)
- Keller Quarterly (July 2021)
- Keller Quarterly (April 2021)
- Keller Quarterly (January 2021)
- Keller Quarterly (October 2020)
- Keller Quarterly (July 2020)
- Keller Quarterly (April 2020)
- Keller Quarterly (March 16, 2020)
- Keller Quarterly (January 2020)
- Keller Quarterly (October 2019)
- Keller Quarterly (July 2019)
- Keller Quarterly (April 2019)
- Keller Quarterly (January 2019)
- Keller Quarterly (October 2018)
- Keller Quarterly (July 2018)
- Keller Quarterly (April 2018)
- Keller Quarterly (January 2018)
- Keller Quarterly (October 2017)
- Keller Quarterly (July 2017)
- Keller Quarterly (April 2017)
- Keller Quarterly (January 2017)
- Keller Quarterly (October 2016)
- Keller Quarterly (July 2016)
- Keller Quarterly (April 2016)
- Keller Quarterly (January 2016)
- Keller Quarterly (October 2015)
- Keller Quarterly (July 2015)
- Keller Quarterly (April 2015)
- Category: Energy Reports
- Category: Quarterly Energy Comment (Archive)
- Quarterly Energy Comment (December 17, 2019)
- Quarterly Energy Comment (August 27, 2019)
- Quarterly Energy Comment (March 21, 2019)
- Quarterly Energy Comment (September 7, 2018)
- Quarterly Energy Comment (March 13, 2018)
- Quarterly Energy Comment (December 15, 2017)
- Quarterly Energy Comment (July 18, 2017)
- Quarterly Energy Comment (April 11, 2017)
- Quarterly Energy Comment (December 30, 2016)
- Quarterly Energy Comment (May 10, 2016)
- Quarterly Energy Comment (March 24, 2016)
- Quarterly Energy Comment (November 18, 2015)
- Quarterly Energy Comment (September 3, 2015)
- Quarterly Energy Comment (May 6, 2015)
- Category: Weekly Energy Update
- Weekly Energy Update (December 14, 2023)
- Weekly Energy Update (December 7, 2023)
- Weekly Energy Update (November 30, 2023)
- Weekly Energy Update (November 16, 2023)
- Weekly Energy Update (November 2, 2023)
- Weekly Energy Update (October 19, 2023)
- Weekly Energy Update (October 13, 2023)
- Weekly Energy Update (October 5, 2023)
- Weekly Energy Update (September 28, 2023)
- Weekly Energy Update (September 21, 2023)
- Weekly Energy Update (September 14, 2023)
- Weekly Energy Update (September 8, 2023)
- Weekly Energy Update (August 31, 2023)
- Weekly Energy Update (August 24, 2023)
- Weekly Energy Update (August 17, 2023)
- Weekly Energy Update (August 10, 2023)
- Weekly Energy Update (August 3, 2023)
- Weekly Energy Update (July 27, 2023)
- Weekly Energy Update (July 20, 2023)
- Weekly Energy Update (July 13, 2023)
- Weekly Energy Update (July 6, 2023)
- Weekly Energy Update (June 29, 2023)
- Weekly Energy Update (June 22, 2023)
- Weekly Energy Update (June 15, 2023)
- Weekly Energy Update (June 8, 2023)
- Weekly Energy Update (June 1, 2023)
- Weekly Energy Update (May 25, 2023)
- Weekly Energy Update (May 18, 2023)
- Weekly Energy Update (May 11, 2023)
- Weekly Energy Update (May 4, 2023)
- Weekly Energy Update (April 27, 2023)
- Weekly Energy Update (April 20, 2023)
- Weekly Energy Update (April 13, 2023)
- Weekly Energy Update (April 6, 2023)
- Weekly Energy Update (March 30, 2023)
- Weekly Energy Update (March 23, 2023)
- Weekly Energy Update (March 16, 2023)
- Weekly Energy Update (March 9, 2023)
- Weekly Energy Update (March 2, 2023)
- Weekly Energy Update (February 23, 2023)
- Weekly Energy Update (February 16, 2023)
- Weekly Energy Update (February 9, 2023)
- Weekly Energy Update (February 2, 2023)
- Weekly Energy Update (January 26, 2023)
- Weekly Energy Update (January 20, 2023)
- Weekly Energy Update (January 12, 2023)
- Weekly Energy Update (December 15, 2022)
- Weekly Energy Update (December 8, 2022)
- Weekly Energy Update (December 1, 2022)
- Weekly Energy Update (November 17, 2022)
- Weekly Energy Update (November 10, 2022)
- Weekly Energy Update (November 3, 2022)
- Weekly Energy Update (October 27, 2022)
- Weekly Energy Update (October 20, 2022)
- Weekly Energy Update (October 14, 2022)
- Weekly Energy Update (October 6, 2022)
- Weekly Energy Update (September 29, 2022)
- Weekly Energy Update (September 22, 2022)
- Weekly Energy Update (September 15, 2022)
- Weekly Energy Update (September 1, 2022)
- Weekly Energy Update (August 25, 2022)
- Weekly Energy Update (August 18, 2022)
- Weekly Energy Update (August 11, 2022)
- Weekly Energy Update (August 4, 2022)
- Weekly Energy Update (July 28, 2022)
- Weekly Energy Update (July 21, 2022)
- Weekly Energy Update (July 14, 2022)
- Weekly Energy Update (June 30, 2022)
- Weekly Energy Update (June 24, 2022)
- Weekly Energy Update (June 16, 2022)
- Weekly Energy Update (June 9, 2022)
- Weekly Energy Update (June 3, 2022)
- Weekly Energy Update (May 26, 2022)
- Weekly Energy Update (May 19, 2022)
- Weekly Energy Update (May 12, 2022)
- Weekly Energy Update (May 5, 2022)
- Weekly Energy Update (April 28, 2022)
- Weekly Energy Update (April 21, 2022)
- Weekly Energy Update (April 14, 2022)
- Weekly Energy Update (April 7, 2022)
- Weekly Energy Update (March 31, 2022)
- Weekly Energy Update (March 24, 2022)
- Weekly Energy Update (March 17, 2022)
- Weekly Energy Update (March 10, 2022)
- Weekly Energy Update (March 3, 2022)
- Weekly Energy Update (February 25, 2022)
- Weekly Energy Update (February 17, 2022)
- Weekly Energy Update (February 10, 2022)
- Weekly Energy Update (February 3, 2022)
- Weekly Energy Update (January 27, 2022)
- Weekly Energy Update (January 21, 2022)
- Weekly Energy Update (January 13, 2022)
- Weekly Energy Update (January 6, 2022)
- Weekly Energy Update (December 16, 2021)
- Weekly Energy Update (December 9, 2021)
- Weekly Energy Update (December 2, 2021)
- Weekly Energy Update (November 18, 2021)
- Weekly Energy Update (November 11, 2021)
- Weekly Energy Update (November 4, 2021)
- Weekly Energy Update (October 28, 2021)
- Weekly Energy Update (October 21, 2021)
- Weekly Energy Update (October 15, 2021)
- Weekly Energy Update (October 7, 2021)
- Weekly Energy Update (September 30, 2021)
- Weekly Energy Update (September 23, 2021)
- Weekly Energy Update (September 16, 2021)
- Weekly Energy Update (September 10, 2021)
- Weekly Energy Update (September 2, 2021)
- Weekly Energy Update (August 26, 2021)
- Weekly Energy Update (August 19, 2021)
- Weekly Energy Update (August 12, 2021)
- Weekly Energy Update (August 5, 2021)
- Weekly Energy Update (July 29, 2021)
- Weekly Energy Update (July 22, 2021)
- Weekly Energy Update (July 15, 2021)
- Weekly Energy Update (July 9, 2021)
- Weekly Energy Update (July 1, 2021)
- Weekly Energy Update (June 24, 2021)
- Weekly Energy Update (June 17, 2021)
- Weekly Energy Update (June 10, 2021)
- Weekly Energy Update (May 27, 2021)
- Weekly Energy Update (May 20, 2021)
- Weekly Energy Update (May 13, 2021)
- Weekly Energy Update (May 6, 2021)
- Weekly Energy Update (April 29, 2021)
- Weekly Energy Update (April 22, 2021)
- Weekly Energy Update (April 15, 2021)
- Weekly Energy Update (April 8, 2021)
- Weekly Energy Update (April 1, 2021)
- Weekly Energy Update (March 25, 2021)
- Weekly Energy Update (March 18, 2021)
- Weekly Energy Update (March 11, 2021)
- Weekly Energy Update (March 4, 2021)
- Weekly Energy Update (February 25, 2021)
- Weekly Energy Update (February 19, 2021)
- Weekly Energy Update (February 11, 2021)
- Weekly Energy Update (February 4, 2021)
- Weekly Energy Update (January 28, 2021)
- Weekly Energy Update (January 25, 2021)
- Weekly Energy Update (January 14, 2021)
- Weekly Energy Update (January 7, 2021)
- Weekly Energy Update (December 17, 2020)
- Weekly Energy Update (December 10, 2020)
- Weekly Energy Update (December 3, 2020)
- Weekly Energy Update (November 19, 2020)
- Weekly Energy Update (November 13, 2020)
- Weekly Energy Update (November 5, 2020)
- Weekly Energy Update (October 29, 2020)
- Weekly Energy Update (October 22, 2020)
- Weekly Energy Update (October 16, 2020)
- Weekly Energy Update (October 8, 2020)
- Weekly Energy Update (October 1, 2020)
- Weekly Energy Update (September 24, 2020)
- Weekly Energy Update (September 17, 2020)
- Weekly Energy Update (September 11, 2020)
- Weekly Energy Update (September 3, 2020)
- Weekly Energy Update (August 27, 2020)
- Weekly Energy Update (August 20, 2020)
- Weekly Energy Update (August 13, 2020)
- Weekly Energy Update (August 6, 2020)
- Weekly Energy Update (July 30, 2020)
- Weekly Energy Update (July 23, 2020)
- Weekly Energy Update (July 16, 2020)
- Weekly Energy Update (July 9, 2020)
- Weekly Energy Update (June 25, 2020)
- Weekly Energy Update (June 18, 2020)
- Weekly Energy Update (June 11, 2020)
- Weekly Energy Update (June 4, 2020)
- Weekly Energy Update (May 29, 2020)
- Weekly Energy Update (May 21, 2020)
- Weekly Energy Update (May 14, 2020)
- Weekly Energy Update (May 7, 2020)
- Weekly Energy Update (April 30, 2020)
- Weekly Energy Update (April 23, 2020)
- Weekly Energy Update (April 16, 2020)
- Weekly Energy Update (April 9, 2020)
- Weekly Energy Update (April 2, 2020)
- Weekly Energy Update (March 26, 2020)
- Weekly Energy Update (March 19, 2020)
- Weekly Energy Update (March 12, 2020)
- Weekly Energy Update (March 5, 2020)
- Category: Quarterly Energy Comment (Archive)
- Category: Business Cycle Report
- Business Cycle Report (June 26, 2025)
- Business Cycle Report (May 29, 2025)
- Business Cycle Report (May 1, 2025)
- Business Cycle Report (March 27, 2025)
- Business Cycle Report (February 27, 2025)
- Business Cycle Report (February 13, 2025)
- Business Cycle Report (December 5, 2024)
- Business Cycle Report (October 31, 2024)
- Business Cycle Report (September 26, 2024)
- Business Cycle Report (August 29, 2024)
- Business Cycle Report (July 25, 2024)
- Business Cycle Report (June 27, 2024)
- Business Cycle Report (May 30, 2024)
- Business Cycle Report (April 25, 2024)
- Business Cycle Report (March 28, 2024)
- Business Cycle Report (February 29, 2024)
- Business Cycle Report (January 25, 2024)
- Business Cycle Report (November 30, 2023)
- Business Cycle Report (October 26, 2023)
- Business Cycle Report (September 28, 2023)
- Business Cycle Report (August 24, 2023)
- Business Cycle Report (July 27, 2023)
- Business Cycle Report (June 29, 2023)
- Business Cycle Report (May 25, 2023)
- Business Cycle Report (April 27, 2023)
- Business Cycle Report (March 30, 2023)
- Business Cycle Report (March 2, 2023)
- Business Cycle Report (January 26, 2023)
- Business Cycle Report (November 29, 2022)
- Business Cycle Report (October 27, 2022)
- Business Cycle Report (September 29, 2022)
- Business Cycle Report (August 25, 2022)
- Business Cycle Report (July 28, 2022)
- Business Cycle Report (June 30, 2022)
- Business Cycle Report (May 26, 2022)
- Business Cycle Report (April 28, 2022)
- Business Cycle Report (March 31, 2022)
- Business Cycle Report (February 25, 2022)
- Business Cycle Report (January 27, 2022)
- Business Cycle Report (November 30, 2021)
- Business Cycle Report (October 28, 2021)
- Business Cycle Report (September 30, 2021)
- Business Cycle Report (August 27, 2021)
- Business Cycle Report (July 29, 2021)
- Business Cycle Report (June 30, 2021)
- Business Cycle Report (May 27, 2021)
- Business Cycle Report (April 29, 2021)
- Business Cycle Report (March 25, 2021)
- Business Cycle Report (February 25, 2021)
- Business Cycle Report (January 28, 2021)
- Business Cycle Report (November 25, 2020)
- Business Cycle Report (October 29, 2020)
- Business Cycle Report (September 24, 2020)
- Business Cycle Report (August 27, 2020)
- Business Cycle Report (July 23, 2020)
- Business Cycle Report (June 25, 2020)
- Business Cycle Report (May 28, 2020)
- Business Cycle Report (April 23, 2020)
- Business Cycle Report (March 26, 2020)
- Business Cycle Report (February 27, 2020)
- Business Cycle Report (January 30, 2020)
- Business Cycle Report (November 27, 2019)
- Business Cycle Report (October 24, 2019)
- Business Cycle Report (September 25, 2019)
- Business Cycle Report (August 28, 2019)
- Business Cycle Report (July 24, 2019)
- Business Cycle Report (June 26, 2019)
- Business Cycle Report (May 29, 2019)
- Category: Podcasts
- Category: Geopolitical Podcast
- Bi-Weekly Geopolitical Podcast – #69 “Introducing Friedrich Merz, Chancellor of Germany” (Posted 6/23/25)
- Bi-Weekly Geopolitical Podcast – #68 “NATO’s Baltic Vulnerability: Implications for Europe” (Posted 6/13/25)
- Bi-Weekly Geopolitical Podcast – #67 “Why Greenland Matters” (Posted 5/27/25)
- Bi-Weekly Geopolitical Podcast – #66 “Update on the US-China Military Balance of Power” (Posted 5/16/25)
- Bi-Weekly Geopolitical Podcast – #65 “Export Controls: Another Battle in the US-China Trade War” (Posted 5/2/25)
- Bi-Weekly Geopolitical Podcast – #64 “Growing Fragility in the US Bloc” (Posted 4/7/25)
- Bi-Weekly Geopolitical Podcast – #63 “The Bessent Gambit” (Posted 3/28/25)
- Bi-Weekly Geopolitical Podcast – #62 “United Arab Emirates: An Overview” (Posted 3/13/25)
- Bi-Weekly Geopolitical Podcast – #61 “Sanctions as an Investment Risk” (Posted 2/24/25)
- Bi-Weekly Geopolitical Podcast – #60 “Middle Eastern Stock Markets: An Overview” (Posted 2/10/25)
- Bi-Weekly Geopolitical Podcast – #59 “Trump and the Political Economy of Alliances” (Posted 1/27/25)
- Bi-Weekly Geopolitical Podcast – #58 “Syrian Surprise – Implications of a Sudden Regime Change” (Posted 1/13/25)
- Bi-Weekly Geopolitical Podcast – #57 “Implications of North Korean Soldiers in the Ukraine War” (Posted 11/18/24)
- Bi-Weekly Geopolitical Podcast – #56 “Rising US & Global Debt: A Perspective Check” (Posted 11/4/24)
- Bi-Weekly Geopolitical Podcast – #55 “Israel’s Pager Caper and Supply Chain Security” (Posted 10/21/24)
- Bi-Weekly Geopolitical Podcast – #54 “The US Presidential Election: Foreign Policy Implications” (Posted 10/7/24)
- Bi-Weekly Geopolitical Podcast – #53 “Eight Megatrends Every Investor Should Know” (Posted 9/23/24)
- Bi-Weekly Geopolitical Podcast – #52 “Prospects for the Dollar in a Fracturing World” (Posted 9/9/24)
- Bi-Weekly Geopolitical Podcast – #51 “Meet Ferdinand Marcos Jr., President of the Philippines” (Posted 7/22/24)
- Bi-Weekly Geopolitical Podcast – #50 “The EU Parliamentary Elections: New Strength for the Right” (Posted 7/1/24)
- Bi-Weekly Geopolitical Podcast – #49 “Mid-Year Geopolitical Outlook: Uncertainty Reigns” (Posted 6/17/24)
- Bi-Weekly Geopolitical Podcast – #48 “The Philippines, China & Escalation in the South China Sea” (Posted 6/3/24)
- Bi-Weekly Geopolitical Podcast – #47 “Middle East: Land of Fault Lines” (Posted 5/6/24)
- Bi-Weekly Geopolitical Podcast – #46 “The Changing Face of War” (Posted 4/22/24)
- Bi-Weekly Geopolitical Podcast – #45 “Is Japan Back?” (Posted 4/8/24)
- Bi-Weekly Geopolitical Podcast – #44 “Venezuela Threatens Guyana” (Posted 3/25/24)
- Bi-Weekly Geopolitical Podcast – #43 “Rebirth of US Nuclear Deterrence” (Posted 3/11/24)
- Bi-Weekly Geopolitical Podcast – #42 “Posen vs. Pettis” (Posted 2/26/24)
- Bi-Weekly Geopolitical Podcast – #41 “Thinking About Deterrence” (Posted 2/12/24)
- Bi-Weekly Geopolitical Podcast – #40 “Introducing the U.S. Space Force” (Posted 1/29/24)
- Bi-Weekly Geopolitical Podcast – #39 “What If Russia Wins in Ukraine?” (Posted 1/16/24)
- Bi-Weekly Geopolitical Podcast – #38 “The Archetypes of American Foreign Policy: A Reprise” (Posted 11/13/23)
- Bi-Weekly Geopolitical Podcast – #37 “Investment Implications of the Israel-Hamas Conflict” (Posted 10/30/23)
- Bi-Weekly Geopolitical Podcast – #36 “What Shall We Call the New Era?” (Posted 10/16/23)
- Bi-Weekly Geopolitical Podcast – #35 “The Oil Weapon Returns” (Posted 10/2/23)
- Bi-Weekly Geopolitical Podcast – #34 “Goodbye Prigozhin” (Posted 9/18/23)
- Bi-Weekly Geopolitical Podcast – #33 “China’s Collapsing Population” (Posted 7/24/23)
- Confluence of Ideas – #31 “The 2023 Mid-Year Geopolitical Outlook” (Posted 7/10/23)
- Bi-Weekly Geopolitical Podcast – #32 “Distinguishing My Wife From a Hat, an AI Story” (Posted 6/26/23)
- Bi-Weekly Geopolitical Podcast – #31 “The Issue of the Terms of Trade” (Posted 6/16/23)
- Bi-Weekly Geopolitical Podcast – #30 “China’s New National Security Law” (Posted 5/30/23)
- Bi-Weekly Geopolitical Podcast – #29 “Opportunities and Risks in a Tripolar Nuclear World” (Posted 5/15/23)
- Bi-Weekly Geopolitical Podcast – #28 “Implications of the Iran-Saudi Arabia Détente” (Posted 5/1/23)
- Bi-Weekly Geopolitical Podcast – #27 “U.S. Intelligence Sharing as a Tool of International Relations” (Posted 4/17/23)
- Bi-Weekly Geopolitical Podcast – #26 “The Windsor Framework” (Posted 4/3/23)
- Bi-Weekly Geopolitical Podcast – #25 “Update on the U.S.-China Military Balance of Power” (Posted 3/20/23)
- Bi-Weekly Geopolitical Podcast – #24 “Enter the Petroyuan” (Posted 3/6/23)
- Bi-Weekly Geopolitical Podcast – #23 “Chip War” (Posted 2/21/23)
- Confluence of Ideas – #29 “The 2023 Outlook” (Posted 2/1/23)
- Bi-Weekly Geopolitical Podcast – #22 “The New German Problem” (Posted 1/27/23)
- Bi-Weekly Geopolitical Podcast – #21 “How China Will Manage Its Evolving Geopolitical Bloc” (Posted 1/17/23)
- Confluence of Ideas – #28 “The 2023 Geopolitical Outlook” (Posted 12/19/22)
- Bi-Weekly Geopolitical Podcast – #20 “Reflections on the 20th Party Congress” (Posted 11/7/22)
- Bi-Weekly Geopolitical Podcast – #19 “Defining Deglobalization” (Posted 10/24/22)
- Bi-Weekly Geopolitical Podcast – #18 “Europe’s New, Right-Wing Leaders” (Posted 10/10/22)
- Bi-Weekly Geopolitical Podcast – #17 “Updates on Russia-Ukraine and Armenia-Azerbaijan” (Posted 9/26/22)
- Bi-Weekly Geopolitical Podcast – #16 “Agricultural Commodities in the Evolving Geopolitical Blocs” (Posted 8/29/22)
- Bi-Weekly Geopolitical Podcast – #15 “The End of the World is Just the Beginning: A Book Review” (Posted 8/15/22)
- Bi-Weekly Geopolitical Podcast – #14 “Political Crises for Top U.S. Allies” (Posted 8/1/22)
- Bi-Weekly Geopolitical Podcast – #13 “The Pandemic’s Impact on Inequality” (Posted 7/18/22)
- Bi-Weekly Geopolitical Podcast – #12 “The 2022 Mid-Year Geopolitical Outlook” (Posted 6/21/22)
- Bi-Weekly Geopolitical Podcast – #11 “Mineral Commodities in the World’s New Geopolitical Blocs” (Posted 6/6/22)
- Bi-Weekly Geopolitical Podcast – #10 “Going Nuclear with North Korea” (Posted 5/23/22)
- Bi-Weekly Geopolitical Podcast – #9 “Parsing the World’s New Geopolitical Blocs” (Posted 5/9/22)
- Bi-Weekly Geopolitical Podcast – #8 “The Russians Respond” (Posted 4/25/22)
- Bi-Weekly Geopolitical Podcast – #7 “The Bosnian Divide” (Posted 4/11/22)
- Bi-Weekly Geopolitical Podcast – #6 “The New Era of Higher Defense Budgets” (Posted 3/28/22)
- Bi-Weekly Geopolitical Podcast – #5 “The Ukraine War and the Path of Globalization” (Posted 3/14/22)
- Bi-Weekly Geopolitical Podcast – #4 “The Turkish Experiment” (Posted 2/28/22)
- Bi-Weekly Geopolitical Podcast – #3 “Ukraine: Key Questions” (Posted 2/14/22)
- Bi-Weekly Geopolitical Podcast – #2 “Two Power Plays in Kazakhstan” (Posted 1/31/22)
- Bi-Weekly Geopolitical Podcast – #1 “What Would a U.S.-China War Look Like?” (Posted 1/18/22)
- Category: Confluence of Ideas Podcast
- Confluence of Ideas – #42 “Reviewing the Asset Allocation Rebalance: Q2 2025” (Posted 5/14/25)
- Confluence of Ideas – #41 “Reviewing the Asset Allocation Rebalance: Q1 2025” (Posted 2/12/25)
- Confluence of Ideas – #40 “The 2025 Outlook: A Year of Political and Policy Change” (Posted 12/23/24)
- Confluence of Ideas – #39 “The 2025 Geopolitical Outlook” (Posted 12/16/24)
- Confluence of Ideas – #38 “Reviewing the Asset Allocation Rebalance: Q4 2024” (Posted 11/11/24)
- Confluence of Ideas – #37 “Reviewing the Asset Allocation Rebalance: Q3 2024” (Posted 9/11/24)
- Confluence of Ideas – #36 “Reviewing the Asset Allocation Rebalance: Q2 2024” (Posted 5/8/24)
- Confluence of Ideas – #35 “Reviewing the Asset Allocation Rebalance: Q1 2024” (Posted 2/13/24)
- Confluence of Ideas – #34 “The 2024 Outlook: Slow-Bicycle Economy” (Posted 12/18/23)
- Confluence of Ideas – #33 “The 2024 Geopolitical Outlook” (Posted 12/11/23)
- Confluence of Ideas – #32 “The Economics of Defense in Great Power Competition” (Posted 8/22/23)
- Confluence of Ideas – #30 “Reflections on Inflation” (Posted 3/8/23)
- Confluence of Ideas – #27 “The Business Cycle Report” (Posted 12/1/22)
- Confluence of Ideas – #26 “The 2022 Outlook: Update #2” (Posted 8/9/22)
- Confluence of Ideas – #25 “The 2022 Outlook: Update #1” (Posted 3/25/22)
- Confluence of Ideas – #24 “The 2022 Outlook” (Posted 1/20/22)
- Confluence of Ideas – #23 “The Regional Threats from the Taliban in Afghanistan” (Posted 12/14/21)
- Confluence of Ideas – #22 “The Geopolitics of Taiwan and the Issue of Globalization” (Posted 7/7/21)
- Confluence of Ideas – #21 “The U.S.-China Balance of Power: Part II” (Posted 4/30/21)
- Confluence of Ideas – #20 “The U.S.-China Balance of Power: Part I” (Posted 4/7/21)
- Confluence of Ideas – #19 “The 2021 Geopolitical Outlook” (Posted 2/9/21)
- Confluence of Ideas – #18 “Foreign Policy Under a Biden or Trump Presidency” (Posted 10/27/20)
- Confluence of Ideas – #17 “The Dollar and the Eurobond” (Posted 8/25/20)
- Confluence of Ideas – #16 “The Q3 2020 Asset Allocation Update” (Posted 8/11/20)
- Confluence of Ideas – #15 “The 2020 Election: Part 3” (Posted 7/21/20)
- Confluence of Ideas – #14 “The 2020 Election: Part 2” (Posted 7/14/20)
- Confluence of Ideas – #13 “The 2020 Election: Part 1” (Posted 6/23/20)
- Confluence of Ideas – #12 “The Long-Term Effects of COVID-19” (Posted 6/2/20)
- Confluence of Ideas – #11 “The Lessons of History” (Posted 5/19/20)
- Confluence of Ideas – #10 “The 2020 Outlook Update” (Posted 5/8/20)
- Confluence of Ideas – #9 “Our Asset Allocation Process” (Posted 3/9/20)
- Confluence of Ideas – #8 “2020 Geopolitical Outlook” (Posted 2/25/20)
- Confluence of Ideas – #7 “Storm Watch” (Posted 2/4/20)
- Confluence of Ideas – #6 “Process is King” (Posted 1/10/20)
- Confluence of Ideas – #5 “Arriving at Decisions” (Posted 12/19/19)
- Confluence of Ideas – #4 “Equality & Efficiency” (Posted 12/6/19)
- Confluence of Ideas – #3 “Hegemonic Stability Theory: Part III” (Posted 11/14/19)
- Confluence of Ideas – #2 “Hegemonic Stability Theory: Part II” (Posted 10/30/19)
- Confluence of Ideas – #1 “Hegemonic Stability Theory: Part I” (Posted 10/16/19)
- Category: Asset Allocation Bi-Weekly Podcast
- Asset Allocation Bi-Weekly – #137 “Managing an Economic Slowdown” (Posted 3/31/25)
- Asset Allocation Bi-Weekly – #122 “A New Factor for Gold Prices” (Posted 7/15/24)
- Asset Allocation Bi-Weekly – #109 “The Inflation Adjustment for Social Security Benefits in 2024” (Posted 11/6/23)
- Asset Allocation Bi-Weekly – #102 “Are Higher Interest Rates Bearish for Risk Assets?” (Posted 7/17/23)
- Asset Allocation Bi-Weekly – #97 “Why We Are Keeping Duration Short” (Posted 5/8/23)
- Asset Allocation Bi-Weekly – #90 “The Master of Surprise” (Posted 1/20/23)
- Asset Allocation Bi-Weekly – #88 “The Impossible Trinity” (Posted 11/14/22)
- Asset Allocation Bi-Weekly – #86 “An Update on Bonds” (Posted 10/17/22)
- Asset Allocation Weekly – #53 “Don’t Call It a Comeback!” (Posted 9/17/21)
- Asset Allocation Weekly – #37 (Posted 5/7/21)
- Asset Allocation Weekly – #26 (Posted 2/5/21)
- Asset Allocation Weekly – #16 (Posted 10/23/20)
- Asset Allocation Weekly – #13 (Posted 10/2/20)
- Asset Allocation Weekly – #11 (Posted 9/18/20)
- Asset Allocation Weekly – #5 (Posted 7/31/20)
- Asset Allocation Weekly – #1 (Posted 6/26/20)
- Category: Confluence Mailbag Podcast
- Category: Geopolitical Podcast
- Category: Hard Asset Commentary
- Category: Multimedia PowerPoints
- Monetary Policy Monitor – March 2017
- Six Pack Chart Book – March 2017
- Business Cycle Monitor – March 2017
- Six Pack Chart Book – December 2016
- Business Cycle Monitor – December 2016
- Monetary Policy Monitor – December 2016
- Monetary Policy Monitor – September 2016
- Business Cycle Monitor – September 2016
- Six Pack Chart Book – September 2016
- Six Pack Chartbook – May 2016
- Business Cycle Monitor – May 2016
- Monetary Policy Monitor – May 2016