This week, our Investment Associate, Neil Kaushik, examines the hidden risks beneath today’s seemingly stable economy.

While GDP growth and consumer spending remain resilient, credit card balances are high, and the labor market is cooling. Inflation has eased, but remains above the Fed’s target, leaving policymakers in a difficult position.

Read “The Illusion of Stability” here.

Our Investment Associate, Felipe Motta, explores whether American exceptionalism is fading.

For over a decade, global capital has flowed into U.S. equities and Treasuries, strengthening the dollar. However, rising debt and shifting capital flows may signal a change.

Read “Is American Exceptionalism Fading?” here.

Our Investment Associate, Farzad Hussain, unpacks why today’s AI boom may be setting the stage for one of the most severe market corrections in decades.

From record-breaking data center spending to circular financing and unrealistic AGI expectations, the warning signs are becoming harder to ignore.

Read “Why AI Will Cause One of the Worst Crashes in Market History” here to understand the economic pressures shaping the future of AI, cloud infrastructure, and markets.

Our Investment Associate, Joya Trivedi, breaks down why private credit is rapidly becoming the most influential trend in finance.

Companies like Meta, Keurig, and Point72 are turning away from banks and choosing private lenders for faster and flexible deals. Private credit is experiencing a major shift away from traditional banking, and redefining borrowing as we know it.

Read “The Private Credit Takeover” here to learn why private credit is growing so quickly.

Our Director of Investments, Caden Warner, explores the rise of the Texas Stock Exchange (TXSE), Dallas’s bold move to challenge Wall Street’s dominance.

Could Texas become the new financial capital of America, or will the Lone Star dream face the same barriers as past challengers?

Read “The Lone Star Takes on Wall Street” here to discover how TXSE is reshaping the future of U.S. equities.

Our Head of Financial Industry Group, Derek Flores, analyzed UBS’s clash with Swiss regulators and the rising pressure of new capital requirements.

Read “UBS Under Siege” here to learn how regulatory battles, compliance failures, and global risks could reshape the future of Switzerland’s largest bank.

Our Director of Investments, Nathan Li, breaks down the resurgence of SPACs, the once-controversial “blank-check” companies making a comeback after their 2021 bust.

Is this revival a sign of renewed market confidence or a red flag for the broader economy?

Read “The SPAC Is Back” here to learn how SPACs are reshaping investment banking and market dynamics.

Our Investment Associate, Shirley Yang, covered the Formula 1 United States Grand Prix and its growing influence on Austin’s economy and global business landscape.

Read “The U.S. Grand Prix” here to learn how F1’s rise has turned the event into a billion-dollar powerhouse

Our Investment Associate, Adam Ageeb, broke down the new $100,000 H-1B visa fee and its potential ripple effects on tech, talent, and the U.S. economy.

Read “The Brain Drain Campaign” to see how this policy could reshape innovation.