America’s K-Shaped Economy

Published on November 11, 2025

We are living through what Torsten Slok of Apollo Global Management calls a K-shaped economy, with the two arms of that K moving in radically different directions.

Continue reading on website
Other news

Advisor Poll: SMRs & AI Lead Multifaceted Nuclear Investment Case

November 11, 2025
A recent poll of financial advisors confirms that interest in the “nuclear renaissance” investment case is driven by several distinct tailwinds. When asked what they find most interesting about the sector, the responses revealed enthusiasm for new technology, built upon an appreciation for the fundamental benefits of nuclear power.

A Very Political Week

November 11, 2025
With the next deadline at the end of January, well past Christmas, another shutdown and spending battle is brewing early next year. Investors will need to watch the next one closely to see if policymakers who want to control deficit spending are able to make progress.