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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

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

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

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

Background Information: ​Geopolitical disputes in the Middle East have long played a critical role in shaping global economic conditions, particularly through their impact on the highly dependable oil markets. Iran, as a major oil producer and a key player in the Strait of Hormuz , through which roughly 20% of the world’s oil supply passes, wields significant influence over global oil prices. Historically, disruptions in this region have led to spikes in energy costs, notably

Lebanon has been undergoing one of the worst economic crises in its history. Since 2019, Lebanon has been experiencing a complete economic meltdown due to poor governance, corruption, and overspending in the country. Lebanon’s total economic output has fallen by almost 40 percent since the economic crisis started . The Lebanese currency has lost its value, people are unable to withdraw their money from banks, and poverty has risen significantly in the country. Background It i

On January 16, 2026, Canadian Prime Minister Mark Carney wrapped up two days of meetings in Beijing with a deal that had been years in the making. Canada would cut its tariff on Chinese electric vehicles from 100% down to 6.1% for a set quota of imports. In return, China agreed to dramatically lower tariffs on Canadian canola and remove duties on several other agricultural products. It was the first visit by a Canadian prime minister to China since 2017 , and it came at a tim

Government agencies are slowly becoming some of the most important customers for artificial intelligence products, such as LLMs, and the recent Pentagon-Anthropic clash shows both the opportunity and potential risks tech investors need to consider. Background Anthropic, founded in 2021 by OpenAI’s former Vice President of Research, Dario Amodei , won a $200 million Department of Defense contract in 2025. The agreement brought Anthropic’s Claude models into use by classified

Most people think Private Equity and Venture Capital mean the same thing in finance. Yet buried beneath shared goals sits a divide - one invests with control, the other without. Making money fast for those who invest drives both. Still, how they reach that outcome splits them sharply down the middle. While PE focuses on polishing and restructuring familiar companies, VC takes bigger risks by backing new ideas at high speed. Background Information Private Equity looks at fir

Since the introduction of Bitcoin, enthusiasm for global digital currency – and potential of the blockchain – has grown dramatically. Yet, nearly two decades later, this long-anticipated shift still seems just out of reach for practical use in consumer markets. Why has this next step in financial transactions remained unrealized, and what continues to impede its adoption? Background Bitcoin – the first and largest cryptocurrency – was created in the aftermath of the 2008 fi

For decades, starter homes were the first step toward homeownership for millions of Americans. Small, reasonably priced houses allowed young families and first-time buyers to achieve financial stability. Today, that entry point is quickly disappearing. Across most of the U.S., starter homes are not just expensive; they are becoming increasingly scarce due to supply-side strains. This highlights economic, regulatory, and investing shifts in today's housing market. Background o

The Chrysler Building, once the tallest building in the world and a defining symbol of New York City’s skyline, is again searching for new ownership after developers defaulted on rising ground lease payments. As potential buyers, including former owner Tishman Speyer, evaluate the property, the building’s uncertain future highlights the growing risks associated with land-lease structures and shifting demand in the post-pandemic office market. Background To understand how the

Amid uncertain macroeconomic conditions, ever-changing tariff policies, and worries about the collapse of an AI bubble, the labor market has seen decreased growth and rising unemployment. According to global outplacement firm Challenger, Gray & Christmas , there were 153,000 announced job cuts in October – the worst reading for the month since 2003. These layoffs have been due to a number of factors, namely, because of the massive tech layoffs aiming to reverse the increased

In September 2025, the White House announced one of the most drastic immigration policy changes in the past several years: a $100,000 application fee for new H1-B visas. The Trump Administration frames the move as a measure to “protect U.S. workers,” and is sure to cause a major shift in how America manages the inflow of skilled foreign labor that has long fueled sectors such as tech, finance, and medicine. Under the announcement specified that the fee applies to applicatio

In September 2025, the federal incentive that helped encourage mass electric-vehicle (EV) adoption came to an end. The tax credits of $7,500 for new EVs and up to $4,000 for used EVs officially expired on September 30. As a result, we are now faced with an EV market uncertain about future demand and facing looming questions about how to keep up with lithium demand. The Credit Cliff and Its Market Impact The tax credit served as a vital tool to make EVs more affordable to co

In China, the term ‘involution’ started off as slang among students who felt trapped in a cycle of increasing competition and diminishing payoff. Today, that idea has transformed not only college campuses but entire industries in the country. With domestic demand consistently decreasing and competition ramping up, Chinese firms, specifically in the electric vehicle (EV), battery, and solar industries, are producing at a rate far greater than the market can consume. What star