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Explore Every Angle
Thoroughly researched perspectives and commentary on the trends shaping global markets.
Subscribe to Updates
Subscribe to Updates
What’s Trending
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: July 2026
Jul 16, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in Space Tech, Data Centers, U.S. Infrastructure, U.S. Electrification, Health Tech and Climate Tech.
The Next Big Theme: June 2026
Jun 15, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Data Centers, U.S. Electrification, Defense Tech, U.S. Infrastructure, and Cybersecurity.
Software Volatility: Separating Noise from Signal
Feb 20, 2026 •
By
Tejas Dessai
Software is caught in a broad sell-off as the market prices in AI disruption risk. While some risk may exist, we see opportunity.
The Next Big Theme: November 2025
Dec 01, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Blockchain, Cybersecurity, Data Centers, U.S. Infrastructure, and CleanTech.
A Decade of Change: How Tech Evolved in the Last Five Years and Bold Bets for the Next Five
Jul 09, 2025 •
By
Tejas Dessai
In this piece, we examine the defining technology trends of the past five years and outline key trends set to accelerate in the next five.
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