Eye On The Market

Fighting Words: The Energy Transition in 2026

Supply and The Mam

Eye on the Market Outlook 2026: Smothering Heights

The Deep End: 2025 Alternative Investments Review

The winter of our discontent: generative AI disrupts the entertainment industry content moat

Mad Libs: just fill in the blanks

The Blob: Capital, China, Chips, Chicago and Chilliwack

Fair Shakes

Summer mailbag

Time Flies: Twenty Years of Eye on the Market

"OK Boomer" on stablecoins, profits, tax cuts vs tariffs and presidential break-ups

Chicken Hawks: a quick note on the US budget reconciliation bill

Back to our Regularly Scheduled Programming

Dogespierre Has Left The Building: DOGE’s impact on US government spending; Spanish Power outage; Trump Tracker

Redacted

Fifty Days of Grey

Heliocentrism: Objects may be further away than they appear

From Here to Eternity

Inauguruption: the flurry of Trump 2.0 executive orders

Eye on the Market Outlook 2025: The Alchemists

The Year of Living Dangerously

"Kamilton": the 2024 election and who tells your story

The Thucydides cap on the China equity rebound trade

Mind the Gap: a historically polarized US election

A severe case of COVIDIA: prognosis for an AI-driven US equity market

There’s no place like home

The Lion in Winter

The Supreme Court vs the Regulatory State

A Piece of the Action

Animal Farm

Cicadian Rhythms

The Good, the Bad and the Ugly

Electravision

Five Easy Pieces

Medical Complications

Outlook 2024 - Episode 3: Deep Dive—Top Ten Surprises

Outlook 2024 - Episode 2: Deep Dive—The Fats Dominoes

Eye on the Market Outlook 2024: Pillow Talk - Episode 1: Outlook Overview

It’s Mostly a Paper Moon: Alternative Investments Review

Not That 70’s Show

New York, Just Like I Pictured It

What was I made for: Large Language Models in the Real World

The Rasputin Effect

Mr. Toad’s Wild Ride

Letters to the Editor

Too Long at the Fair

The Places We Could Go

Frankenstein’s Monster

Growing Pains: The Renewable Transition in Adolescence

Winter Heating