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Sep 18, 2025
Inflection Points: No Reservations, Just Valuations
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Monthly Covered Call Commentary: September 2025
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Quarterly MLP Commentary: Q2 2025
Inflection Points: No Reservations, Just Valuations
Monthly Covered Call Commentary: September 2025
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Exploring a range of subjects as diverse as our product lineup.
The Next Big Theme: October 2023
Oct 25, 2023 •
By
Tejas Dessai
This month, we discuss numerous disruptive trends, including AI, genomics, electric vehicles, the metaverse, FinTech, and defense technology.
The Next Big Theme: August 2023
Aug 18, 2023 •
By
Tejas Dessai
This month, we discuss U.S. infrastructure development, social media platforms, solar energy, artificial intelligence, FinTech, and more.
The Next Big Theme: July 2023
Jul 18, 2023 •
By
Tejas Dessai
This month, we discuss electric vehicles, artificial intelligence, genomics, social media, cloud computing, infrastructure spending, and more.
How Technology Leads to Sector Disruption
Jun 09, 2020 •
By
Pedro Palandrani
Mapping Millennial Spending
Mar 30, 2020 •
By
Pedro Palandrani
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