Apr 11, 2026 Email 1: Review: Will China Weaponization Fuel More Asia Resistance? – Former senior official Victor Cha co-authors a book on strategies to counter China’s geoeconomic weaponization. – The book critiques current piecemeal governmental responses and proposes new approaches based on extensive data analysis. – China’s recent sanctions
Apr 10, 2026 Email 1 Summary: Deutsche Bank predicts a robust earnings season with first-quarter earnings growth projected at 19%, surpassing Wall Street’s forecast of 16.2%, driven by favorable macro conditions, cyclical growth, and a weak dollar. Ten out of eleven sectors are expected to show positive growth, particularly in
Apr 09, 2026 Email 1: Subject: Joseph Politano and Andrew Lokenauth posted new notes Content: Joseph Politano and Andrew Lokenauth recently shared insights on US job data and key economic updates. Highlights include new non-farm payrolls of +178k and an unemployment rate of 4.3%. Jerome Powell noted effectively zero net
Apr 08, 2026 Email 1 Summary: This newsletter covers the complexities and disputes around prediction markets, highlighting Kalshi’s framework for word mentions and its legalistic rather than linguistic approach. It discusses a current example: whether a recent US military rescue operation in Iran qualifies as “US forces entering Iran” under
Apr 07, 2026 Email 1: Subject: New Geoeconomic FIT-P Call Amid Growing Middle East Fallouts Summary: – Founding members of a key geoeconomic group issued a new call for future sectoral collaboration amidst escalating Middle East conflicts. – Experts estimate that prolonged conflict could severely impact the Indo-Pacific economy, similar
Apr 06, 2026 Email 1: Subject: Financial Horse – Weekly Updates 🐴😃 Sender: admin@financialhorse.com Content: – Discussion on whether the Iran war is over and if the market has bottomed, touching on Stocks, REITs, and Bitcoin investment opportunities. – Market turbulence highlighted with insights into why valuation, macroeconomic understanding, risk
Apr 04, 2026 I recently heard about an important geopolitical analysis coming from Malaysia’s Prime Minister Anwar Ibrahim, who has written a book focusing on how countries in the Global South can adapt to what he calls “postnormal times.” This period is characterized by rapid and unpredictable changes in global
Apr 03, 2026 Key Takeaways – Deutsche Bank’s “Fresh Money” stock picks for the next 12 months have outperformed the S&P 500 since inception, gaining 234% vs. 202%. – New consumer picks include Colgate-Palmolive (price target $98 vs. $85) and Starbucks (price target $114 vs. ~$86), both rated as buys
Apr 02, 2026 Email 1 Summary: Andrew Lokenauth and Joseph Politano have posted new financial notes on Substack, discussing significant market events including a $5 trillion market wipeout and sluggish US labor market flows as per recent data. Their posts offer insights on market dynamics, labor trends and investment-related news.
Apr 01, 2026 Email 1 Summary: Morgan Stanley’s strategists recommend investors get defensive amid market uncertainties, especially due to oil supply disruptions linked to tensions in the Strait of Hormuz. They advise holding more cash and U.S. Treasury securities while lowering their global equity rating but maintaining confidence in U.S.