Round Up of Analysis
Much of the summer has been spent looking at economic trends and indicators, plus financial markets. Halfway through the year, geopolitics in the Middle East have been complicated and uneasy. U.S. financial markets have been resilient to volatility that would seek to set back opportunity.
The recent period and ahead, with political influences bleeding through the airwaves, requires steady observations and analysis.
Below is an eclectic mix of recent outlooks and analysis that seek to inform and ground work ahead. Also see what is most popular on Substack “More Than Elemental”
In mid-July, with big tech capital expenditures on AI and its infrastructure running strong for 2026, I look at things to listen for ahead of earnings season. Memory chip and equipment spending is noted as are the risks still in the global economy in general.
Clips and More
First is a primer on America’s trajectory on the path as a democracy, followed by a little road tripping in America. The South Korean market clip is part of a long-form interview based on research about global stock market returns for client SMU Cox. Last, the Houthis offered a bonus strait complication in the Red Sea to worry the globe.
