TPW Advisory Friday Musings: True North
The transition from a fixation on inflation and monetary policy to a focus on fiscal policy and a global manufacturing recovery is a sudden shift...
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TPW Advisory August Monthly: An Ode To Competition
We view AI’s emergence coupled with the acceleration of EV adoption as suggesting two firsts – the first competition of the Tri Polar World (TPW)...
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TPW Advisory Friday Musings: What's Next?
What comes next investment wise we believe is some blue sky and clear sailing with two months before the next Fed meet. We have made it through the...
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TPW Advisory Friday Musings: When Facts Rock Fiction
Excited to finally get to use this title – it’s been in the back pocket for quite some time but after this week’s global, cross asset, market moves...
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TPW Advisory Friday Musings: Digestion Time
Here’s one for the books – Brent crude oil has now declined for four quarters in a row, the longest such stretch in 35 years! We like energy for...
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