No Helium – No Chips: The Threat Facing Semiconductors
March 27, 2026 | Petr Pinkhasov
We originally published this article on March 18, 2026. We are running it again as more clients and the mainstream media have now picked up on it.
We originally published this article on March 18, 2026. We are running it again as more clients and the mainstream media have now picked up on it.
For the better part of a year, a common refrain has centered around the "sell America" trade.
Will the U.S. need to tap their Strategic Petroleum Reserve?
According to Vanguard, 6% of individuals with a Vanguard-administered 401(k) account utilized a hardship withdrawal in 2025.
The dollar is bouncing robustly this week.
The Geopolitical Risk Index (GPR) rose to 597.5 on 3/2/2026.
With the Middle East currently in an all out war, it is a good time to take a step back and look at what this means for the world's energy markets.
5.40 million barrels of oil from Saudi Arabia went through the Strait of Hormuz each day in 2025.
T-Bills were 21.74% of outstanding debt in January 2026, almost double the level of 11.22% ten years prior.