Investing at the crossroads of history “A wise man will make more opportunities than he finds.” – Francis Bacon, The...
Market Insights by James Thorne: THE UNREASONABLE RALLY
Why America’s reset could propel the S&P 500 to 7,500 Prologue: The new American framework for a 7,500 S&P 500...
Market Insights by James Thorne: The Six Months Where Everything Changed
The Federal Reserve, central bank ideology, and the future of economic order “The Federal Reserve… is in the position...
Market Insights by James Thorne: The New Nexus of Power
Debt, deals, and the dawning tech epoch The factors which really constitute prosperity have not the remotest...
Market Insights by James Thorne: From Hegemony to Balance
The Mar-a-Lago strategy and the future of American power “War is the continuation of politics by other means.” – Carl...
Market Insights by James Thorne: CANADIAN ELECTION SPECIAL
CARNEY’S CANADA: The illusion of a revival or a prelude to reckoning? Now that the Canadian election is over and Mark...
Market Insights by James Thorne: EMBRACING A MULTIPOLAR WORLD
Unlocking a new golden era for investors The signing of the Peace of Westphalia in 1648 didn’t just end the Thirty...
12 Random Thoughts On Liberation Day by Dr. James Thorne
The highest tariffs target economies with large trade deficits and very low labor costs. Canada secured a major...
September Market Insights: Trump’s Trade War
America’s Imperial Twilight or Dawn of a New Golden Age? A Non-Consensus Call for Interest Rates to be “Lower...
Market Insights by James Thorne: From Trump’s Demands to Canada’s Destiny
Charting a new course in a shifting world order “A statesman must wait and listen until he hears the steps of God...