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The Next Big Theme: July 2026
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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: December 2025
Dec 18, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in U.S. Electrification, AI, Defense Tech, AI Semiconductors, HealthTech and E-commerce.
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.
Clicks & Commerce: Digital and Physical Marketplaces Continue to Converge
Jan 31, 2024 •
By
Tejas Dessai
The internet economy is thriving with e-commerce driving retail growth, fueled by omnichannel strategies, digital ads, and FinTech integration.
Paradigm-Shifting Technologies
Dec 08, 2023 •
By
Tejas Dessai
AI-driven technological progress will likely dominate the coming decade, revolutionizing cloud computing, cybersecurity, robotics, and more. Charting Disruption
Digital Economy Discovers a Potential Frontier for Growth Thanks to Generative AI
Mar 24, 2023 •
By
Tejas Dessai
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