Feb 04, 2026 Subject: 💥 The Dollar Lost 11%, The US Debt Crisis, 4 AI Stock Picks, and What You Can Do Now Hello, This week brings critical insights on the U.S. economy and investment opportunities amidst the dollar’s 11% decline in value and the U.S. national debt hitting 100%
Feb 03, 2026 Email from “aseanwonk@substack.com” titled “2026 Flashpoint Foreign Policy Kickoff in Southeast Asia”: Discusses the geopolitical significance of Southeast Asia’s 2026 foreign policy agendas. Highlights topics such as partnership upgrades, new trade pacts, the first AI test, and major infrastructure deals. Provides analysis on regional developments including critical
Feb 02, 2026 I recently heard that the Singapore stock market has had an impressive run over the past year. The Straits Times Index (STI) climbed roughly 27%, or about 30% when dividends are factored in. This gain notably outperforms the S&P 500, which rose around 15% in the same
Jan 31, 2026 ===Email 1=== Subject: 💥 What the US Dollar hitting a 4-year low, Another Government Shutdown, and Nancy Pelosi’s New Trades Mean for You Sender: fluentinfinance+finance@substack.com Dear Reader, Welcome to your essential update on the financial market landscape. Here’s a quick breakdown: US dollar has hit a 4-year
Jan 30, 2026 Email 1 Summary: Joseph Politano and Andrew Lokenauth have posted recent notes on various financial topics. Highlights include GDP growth data by state, thoughts on taking days off from work, and an analysis of the US dollar’s purchasing power since 1950. These notes are accessible through the
Jan 29, 2026 Email Summaries Based on Provided Text: ===Email 1: Money Stuff: The Killer Non-Acquisitions=== – Discusses “fake” or “killer non-acquisitions” where companies engage in merger talks without intent to close to stifle competition. – Examples include Phillips 66 vs Propel Fuels, Novo Nordisk vs Metsera, and Post Road
Jan 28, 2026 Email 1 Summary: The Finance Newsletter by Andrew Lokenauth covers the $39 trillion U.S. debt crisis, K-shaped economy, precious metals record-breaking highs, and an incoming AI bubble. Key insights include a troubling concentration of consumer spending among the top 20% earners driving economic growth, while the majority
Jan 27, 2026 Subject: Davos 2026 ASEAN Lens and Prabowo Indonesia Geoeconomic Push From: aseanwonk@substack.com Greetings to new readers and welcome to this weekly ASEAN Wonk BulletBrief! This edition focuses on: – Geopolitical and geoeconomic significance of Davos 2026 developments for Southeast Asia and the Indo-Pacific. – Regional updates including
Jan 26, 2026 I recently heard that OCBC Bank’s shares have surged past the $21 mark, hitting all-time highs in the stock market. This is particularly impressive considering many investors bought in around the $15 range last year. Along with the share price increase, the bank continues to offer a
Jan 24, 2026 Email 1: Review – Where Next in Second Eurasian Century Forecasting? – A new book, The Eurasian Century by Hal Brands, analyzes futures of the world’s supercontinent and major power competition in a second Eurasian century. – Eurasia connects Europe and Asia, covers over one-third of Earth’s