Jan 16, 2026 Email1 Summary: David Gross has become sole managing partner of Bain Capital, overseeing $215B in assets. Bain is developing AI tools to guide investment decisions, aiming for a working model by mid-2026. Deal activity improved in late 2025, with expectations for continued growth but concerns about economic
Jan 15, 2026 Subject: Joseph Politano and Andrew Lokenauth posted new notes Content Summary: Joseph Politano highlights sluggish US labor market flows in November 2025, including data showing 9 states plus DC lost jobs since 2024, with Missouri showing the fastest growth. Andrew Lokenauth discusses inflation by example, noting a
Dec 29, 2025 I recently heard some insights about investment strategies as we approach 2026, emphasizing the importance of asking yourself three critical questions before deciding how to allocate your portfolio. Many market outlooks tend to be influenced by firms promoting their own views or making predictions that don’t always
Dec 27, 2025 I recently heard that silver is rapidly gaining momentum and may soon enter what some experts are calling a “mania phase.” A veteran investor named Peter Krauth, who has tracked the silver market for over two decades, believes silver could eventually hit $300 an ounce. His outlook
Dec 25, 2025 Email 1 Summary – Podcast on 2026 US-China Geoeconomic Dynamics: The ASEAN Wonk Podcast features Matthew Goodman discussing US-China relations and geoeconomic developments expected in 2026. Key topics include US tariff policies, evolving trade agreements with countries like Malaysia and Cambodia, and US-China dealmaking. The podcast highlights
Dec 24, 2025 Email Summary 1: Subject: Need to Know: Here’s why gold looks unstoppable for 2026, says this bullish forecaster. Summary: Yardeni Research predicts gold prices will continue to rise dramatically through 2026, expecting gold to reach $6,000 by the end of 2026 and $10,000 by 2029. The forecast
Dec 23, 2025 Email from ASEAN Wonk (Subject: What’s Next After Global Anti-Scam Conference in Thailand?) Summary: This newsletter discusses the outcomes and significance of the global anti-scam partnership conference held in Thailand, highlighting challenges such as Cambodia-Thailand border tensions and the ongoing regional political transitions. It covers various geopolitical
Dec 22, 2025 I recently heard that Singapore’s property market outlook for 2026 is expected to experience what’s called a “soft landing.” Despite a significant pipeline of new housing supply putting some pressure on prices, this is being offset to some extent by lower mortgage benchmarks. As a result, price
Dec 20, 2025 Subject: Southeast Asia in 2026: Geopolitics and Geoeconomics Outlooks Sender: aseanwonk@substack.com Dear Readers, ASEAN Wonk launches its 2026 “FuturePoints,” assessing five critical geopolitical and geoeconomic developments affecting Southeast Asia and the Indo-Pacific. Key highlights include: Next Upgrade Phase Beyond US-China “G2 Flux” Southeast Asia powers adjust beyond
Dec 19, 2025 Email 1: Dividend Investing Masterclass – Holiday Promotion Subject: FINAL CALL! Dividend Investing Masterclass – Holiday Promo! Summary: – Comprehensive Dividend Investing Masterclass with over 20 hours of video content and supplementary materials. – Covers fundamental analysis, REITs, technical analysis, case studies, risk management, portfolio building, and