Dec 12, 2025 Email 1 Summary: Tom Lee of Fundstrat forecasts a 10% gain in the S&P 500 by the end of 2026, predicting the index will reach 7,700. Despite investor skepticism from three years of large gains, history shows a 12% average gain in the following year. Lee highlights
Dec 11, 2025 Email 1 Summary: Andrew Lokenauth and Joseph Politano have posted new notes focusing on various financial and career topics, including: – Retirement age and life expectancy concerns. – Recent sluggish US labor market data and hiring slowdown. – Career advice emphasizing that companies are businesses, not families,
Dec 10, 2025 Email 1: Subject: Need to Know: Why these AI-themed stocks will prove the naysayers wrong. Summary: Alpine Macro’s Henry Wu argues that despite current worries about record capital expenditure, leverage, AI chip depreciation, and a shift in tech leadership, the AI investment story remains “intact.” The firm
Dec 09, 2025 Here are summaries and key points for the first 4 emails based on the provided content: Subject: New Trump National Security Strategy: Southeast Asia Stakes Sender: aseanwonk@substack.com Focuses on the Trump administration’s newly released National Security Strategy (NSS) and its implications for Southeast Asia and the Indo-Pacific
Dec 08, 2025 I recently heard some insightful perspectives on how to approach investing a million dollars in 2026. The key takeaway was the importance of a well-considered asset allocation strategy that aligns with anticipated economic conditions. The recommended approach balances growth potential with risk management by diversifying across equities,
Dec 06, 2025 Email 1: Subject: Review: Myth of the Asian Century in Regional Futures? Summary: A new book by former top Singapore diplomat Bilahari Kausikan questions the utility of the “Asian Century” concept in forecasting Southeast Asia’s and the broader region’s future amidst complex geopolitics. The book challenges triumphalist
Dec 05, 2025 Subject: 💥 Investing Research and Market Update + Analysis [December 3, 2025] Dear subscriber, In this detailed issue, we cover: U.S. housing market faces a serious price correction worse than 2008. Federal Reserve injects $13.5 billion into banks, ending quantitative tightening. Black Friday sales were strong, but
Dec 04, 2025 Subject: India’s Energy and Finance Highlights, European Defense Challenges, and Market Insights – Dec 3, 2025 Dear Reader, Here is a concise briefing of key developments across Asia and Europe, along with strategic insights into markets and finance: India’s Insurance and Energy Landscape The Indian insurance sector
Dec 03, 2025 Email 1 – Oceanus Awards 2026: Subject: Advancing Maritime & Marine Excellence in Asia — Nominate now in the Oceanus Awards 2026 Content Summary: Announcement for nominations for the Oceanus Awards 2025, recognizing innovation and excellence in the maritime and industrial sectors across Asia. Emphasis on areas
Dec 02, 2025 Email 1: Subject: Taiwan Caution Amid Coming Thailand Foreign Policy Signposts Summary: Thailand is clarifying its stance on the recent China-Japan dispute over Taiwan amidst important upcoming foreign policy engagements. The country’s foreign minister is active in navigating shifting US-China relations, addressing issues such as scam networks