The Strategy Page: Price of Uncertainty Edition

The Strategy Page: Price of Uncertainty Edition

Costs are rising again, and this time it’s not just inflation. It’s friction. There appears to be a shadow cost to disruption; fuel volatility, tariffs, supply chain instability, labor pressure, insurance costs, and geopolitical uncertainty are all quietly adding drag to the economy.

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The Strategy Page: Fun and Games Edition

The Strategy Page: Fun and Games Edition

We love to play games.
Recent events point to the acceleration of gamification across the economy. Savvy marketers have tapped into the underlying psychology that drives human behavior and have figured out how to monetize it.

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The Strategy Page: Iran Reaction Edition

The Strategy Page: Iran Reaction Edition

So much to unpack.
The U.S. attack on Iran (predicted on this page weeks ago) is a political tsunami. But from a market perspective, the financial impact is likely to be limited and short lived.

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The Strategy Page: New Fed Chair Edition

The Strategy Page: New Fed Chair Edition

There was a time when the Federal Reserve chair was the adult in the room; above politics, immune to pressure, and singularly focused on price stability. Enter Kevin Warsh.
Warsh, nominated to take the helm in May, is not exactly what markets expected.

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The Strategy Page: Macro Forces Edition

The Strategy Page: Macro Forces Edition

The Strategy Page is designed to shape strategic thinking by offering insight into the world around us. Recent events underscore how minor factors can rapidly and dramatically shift supply and demand, seemingly overnight.

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