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...
314 Views
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)...
346 Views
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...
290 Views
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...
371 Views
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...
387 Views