Mapping a New Spectrum of Return Drivers

Published on January 7, 2026

Our playbook for 2026 aims to address real risks by expanding allocations in new directions.

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Bitcoin Options Traders Eye $100,000 After Year-End Meltdown

January 7, 2026
Bitcoin options are showing that traders are setting their sights on a return to the $100,000 price level amid optimism that investors will turn back to digital assets following the crypto market’s crash in the fourth quarter.

Tesla Is Swapping Its EV Crown For Even More Promises

January 7, 2026
Tesla enters 2026 grappling with its loss of the global EV sales title to BYD and a persistent production surplus that has strained profit margins. Despite growth in its energy storage division, the company faces significant underutilization of its manufacturing capacity as premium vehicle sales lag behind previous years.