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Policy Basics

Feb 26, 2026
Macro AnalysisPolicy Basics

Congress Might Finally Have to Stop Trading Stocks

Two announcements from Trump's State of the Union on February 24th are worth watching if you trade equities. One goes after congressional stock trading, and the...

Feb 26, 2026
Congress Might Finally Have to Stop Trading Stocks
Feb 3, 2026
Global MarketsMacro Analysis

The EU's Energy Security Trap and Why Renewables Are the Only Real Exit

The EU's push for solar panels, wind turbines, and electric vehicles gets framed as a climate thing. It is, partly. But it's also about not getting held hostage...

Feb 3, 2026
The EU's Energy Security Trap and Why Renewables Are the Only Real Exit
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