Calling a Spade a Spade
September 2025
Why Microsoft can borrow more cheaply than the U.S. government — and what that says about credit and trust.
Soundings
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- AI
- Alternative Investments
- Commodities & Real Assets
- Crypto
- Equities
- Fed Policy
- Fixed Income
- Gold
- Growth
- Hedge Funds
- Impact
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- Tide Cycle Updates
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What happens after a national mid-life crisis?
September 2025
If the U.S. matures like Europe or Japan, here's what a 50-year portfolio might hold.
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