Primer: Tradeweb Markets (TW US) - Sep 2025
Tradeweb is a leading global operator of electronic marketplaces for rates, credit, equities, and money markets, capitalizing on the secular...
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Global Financial Exchanges: A Sector on the Rise
Financials Exchanges are at record exposure levels, led by CME and LSE. Momentum is strong, but breadth is shallow, with few stocks widely...
336 Views
Trump Tax Impact on US-Mexico Auto Industry Could Have Greatest Impact on Mazda/Mitsubishi
What are the Alternative Taxes and Tariffs Under Consideration and the Objective and the Nature of Each Option?In the US, the Trump Administration...
3.2k Views
Map of China-To-US FDI Might Surprise...And Could Undermine Trump's Hard Line on China
The following map shows cumulative Chinese FDI into the US by Congressional (voting) District between 2000 and 2015. Perhaps somewhat surprisingly,...
512 Views
The Decline of the EntrepĂ´t Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers
In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...
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