Outlook 2025: Planning for Growth and Embracing Change

Published on January 8, 2025

After another resilient year for the US economy, we look ahead to the new year.

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Global Macro Outlook: First Quarter 2025

January 8, 2025
The question for investors will be to what degree US outperformance will extend to the financial markets.

Bitcoin Is Not a Nothing, But Not a Something Either

January 8, 2025
A few weeks ago, a reader emailed to challenge what he described as our “cautionary, skeptical and net negative” stance on Bitcoin.