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"Kamilton": the 2024 election and who tells your story

A reflection on the 2024 election and who tells your story. On Trump’s victory: market implications of a supply side boost from deregulation clashing against inflationary impulses of tariffs and deportations. The ten year Treasury will be the most reliable barometer of all. To conclude, an ode to vaccines and an RFK bibliography.

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Special reports

  • Annual Outlook
  • Energy Outlook
Annual Outlook

Market Outlook 2023: The End of the Affair

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Outlook 2022 - Reflation: Endgame

A look at the consequences of reflation for equity markets that are already pricing in plenty of good news.

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Outlook 2021: The Hazmat Recovery

In response to the worst pandemic in 50 years and a country at war with itself over lockdowns, individual freedoms and election results, the Fed and Congress airdropped an unprecedented amount of stimulus with vaccine airdrops to follow.

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Energy Outlook

Growing Pains: Renewable Transition in Adolescence

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2022 Annual Energy Paper

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2021 Annual Energy Paper

Accessible PDF

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