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The Middle Ground: Growth Equity
While Venture Capital is better known for “unicorns” and Private Equity is more famous for its big bets in buyouts, Growth Equity has become the middle child of finance. Increasingly, Growth Equity is the fuel that businesses most need: enough capital to keep growing, but not so much that it changes constraints on a business's independence or core identity. Growth Equity is the playbook for scaling a great company already on a path of rapid growth. Background Information Grow
Omar Ibrahim
Apr 144 min read


The Risk of Stagflation in a Slowing US Economy
Stagflation is one of the most feared economic crises that a nation can encounter. It occurs when there is no growth in the economy yet inflation continues, causing the average person to suffer and leaving policy makers helpless. Most Americans have not lived through a stagflation experience, with the last true case of U.S. stagflation occurring in the 1970s , as oil shocks drove up the cost of energy while the overall economy remained at a standstill. Today, tariff pressures
Aidan Chudy
Apr 102 min read


The SaaS-pocalypse: Why Investors Continue to Bet Against Software
For two decades, software-as-a-service (SaaS) was Wall Street’s favorite trade. Investors treated SaaS practically like a bond with a growth rate attached, prized for its sticky revenue, high margins, and predictable churn. But that story has now been aggressively, and possibly permanently, repriced. The Seeds of a Shift The warning signs of the current crisis were actually visible well before 2026. Last year, industry giants like Adobe and Salesforce lost 21% of their valu
Luca Yazdanpanah
Apr 83 min read


Global Security Concerns Lift Aerospace & Defense Stocks
With rising geopolitical tensions and an increasingly unstable global security environment, aerospace and defense stocks are experiencing renewed investor interest. From escalating conflicts in the Middle East, governments are quickily ramping up defense spending at levels not seen in many decades, positioning defense contractors as key beneficiaries of this structural shift. Background: A New Era of Defense Spending Global military spending has increased as nations prioriti
Rishi-Roy Uppal
Apr 63 min read
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Crypto Scams & Rug-Pulls: How to Stay Safe When Dealing in Crypto
With the invention and rise of cryptocurrency in recent years, digital assets have promised a new era of decentralized finance defined by transparency and autonomy. Yet alongside the innovation, fraud has run rampant. In 2023 alone, losses resulting from crypto fraud grew 45%, costing investors more than $5.6 billion. As adoption increases, understanding these risks is no longer optional. What makes crypto so vulnerable to scams? How can users protect themselves in an evolvi
Alden Pfau
Apr 13 min read


One Waterway Carrying 20% of the World's Oil Just Shut Down: Every Central Bank on Earth Is Scrambling
Background Info The Strait of Hormuz, a narrow waterway between Iran and Oman, has become the epicenter of a global energy crisis. This critical chokepoint is just two miles wide at its narrowest navigable point yet handles approximately 20 million barrels of oil per day , representing roughly 20-27% of the world's seaborne oil trade. The strait also carries 93% of Qatar's LNG exports , making it indispensable to global energy markets. In normal times, around 24 oil tankers
Aiden Menton
Mar 302 min read


What Mamdani's Housing Project Means for NYC
Zohran Mamdani won the mayoral race for New York City on big campaign promises - freezing rents, helping small businesses, and free buses - all of which are to be financed by increasing taxes on the most profitable corporations and the ultra-wealthy one percent of New Yorkers. In his most recent visit to Washington, he made a huge proposal: build over 12,000 affordable housing units over the Sunnyside Rail Yard in Queens. Background New York City is one of the most housing-
Karan Shroff
Mar 294 min read


Foreign Investment in Dubai Can the City’s Property Boom Survive Regional Conflict?
Dubai, and the UAE have created a strong reputation because of a simple belief. This belief is that Dubai is a place where capital feels safe. For many years, this perception has brought in billions from foreign investors which has expanded Dubai’s property market significantly. Unfortunately, today that foundation is being compromised. A widening conflict between Iran, Israel, and the United States of America has started a regional war across the Middle East, which has dis
Yuvraj Bhatia
Apr 234 min read


Why Do So Many Young People Struggle With Credit Cards?
A lot of people believe that credit card debt is caused by being inherently bad with money. Individuals that spend a lot of money but do not save end up in debt and have to pay high interest rates on their cards. However, Professor Theresa Kuchler’s paper entitled “Sticking to Your Plan: The Role of Present Bias for Credit Card Paydown” demonstrates that is not the case for credit card debt. While many people do want to pay off their credit card balances, they fail to follow
Mikail Ismail
Apr 223 min read


Why Luxury and Discount Retail Stocks Are Outperforming the Middle Market
In today’s retail landscape, a clear divide has emerged: luxury and discount retail stocks have been significantly outperforming the middle market. This phenomenon, sometimes referred to as a “K-shaped recovery,” mirrors growing income inequality, changing consumer behavior and structural weaknesses in mid-tier retail. As a result, investors are increasingly fixated on companies positioned at either market extreme. One of the main agents guiding this divergence is income po
Kanhai Mehta
Apr 213 min read


Why Office-to-Residential Conversions Are Becoming America’s New Real Estate Trend
Background The U.S. commercial real estate market is going through big changes, which are mainly caused by changes in how people work. Since the COVID-19 pandemic, remote and hybrid work have reduced the demand that there used to be for traditional office space. Even as companies are trying to bring employees back, the utilization rates are below pre-2020 levels, which is causing many office buildings to be a little empty or entirely vacant. This has now changed into a bigger
Shiv Dhanwani
Apr 154 min read
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