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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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Jul 16, 2026
The Next Big Theme: July 2026
Jul 14, 2026
Monthly Covered Call Commentary: July 2026
Jun 30, 2026
From Promise to Progress: The U.S. Reshoring Story Finds Cyclical Footing
The Next Big Theme: July 2026
Monthly Covered Call Commentary: July 2026
From Promise to Progress: The U.S. Reshoring Story Finds Cyclical Footing
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Exploring a range of subjects as diverse as our product lineup.
The Next Big Theme: April 2026
Apr 20, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in Defense Tech, AI, Data Centers, U.S. Infrastructure, Space Tech, and Robotics.
The Next Big Theme: March 2026
Mar 23, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in Data Centers, Defense Tech, HealthTech, U.S. Electrification, AI Semiconductors, and Autonomous Vehicles.
The Next Big Theme: February 2026
Feb 18, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Defense Tech, Autonomous Vehicles, U.S. Infrastructure, AI Semiconductors, and Lithium.
CES 2026: Autonomous Driving Hits an Inflection Point
Jan 20, 2026 •
By
Madeline Ruid
Autonomous vehicles emerged as a dominant theme at CES 2026, underscoring how intelligence and automation are reshaping the future of mobility.
The Next Big Theme: September 2025
Sep 25, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, U.S. Infrastructure, Autonomous Vehicles, Robotics, U.S. Electrification and Cloud Computing.
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