Dec 16, 2025 Email 1 Summary: – Focuses on the recent U.S.-ASEAN Maritime Exercise and its geopolitical significance for Southeast Asia. – Highlights evolving U.S. defense policy in the region amid growing strategic challenges like China’s activities near U.S. military facilities. – Covers related regional developments such as airstrike condemnations,
Dec 15, 2025 I recently heard about some notable developments in the pharmaceutical sector, especially around the GLP-1 industry, which is gaining momentum due to its role in weight loss treatments. The market is currently led by Novo Nordisk and Eli Lilly. While Eli Lilly’s stock has been relatively stable
Dec 14, 2025 I recently heard that Federal Reserve officials have revised their outlook on interest rates, now expecting a lower path for short-term rates through at least 2027, despite stronger economic growth prospects and persistent inflation concerns. This shift is somewhat surprising because typically, ongoing inflation pressures would lead
Dec 13, 2025 Subject: Review: Asia Geopolitics Futures and India’s Strategic Role Sender: aseanwonk@substack.com Content: – A new book, India and the Rebalancing of Asia by C. Raja Mohan, forecasts scenarios regarding Indo-Pacific geopolitical and geoeconomic futures and India’s evolving strategic role. – The U.S. National Security Strategy highlights the
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