A boutique wealth management firm leveraging institutional-quality analysis to help clients invest in a dynamic, multipolar world. Disclosure: https://xitter.cf/t.co/PS3gIc312o
Cambridge, MA
Joined April 2022
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Over a long time horizon (10+ yrs.) #innovation is what creates new #wealth in the economy. It should be the cornerstone of your investment portfolio, not a speculative side pocket.
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"Technology Revolutions + Investing"
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What would Friday be without @JacobShap & @RobLarity?
Episode #185 - Weekly Update: Why We Still Like #Japan & Other contrarian takes.
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According to @JacobShap, #Indonesia is "one of the most important countries in the world, that nobody is talking about"... except us! Welcome, @Pemiluasia. 🙏
Episode #184 - Kevin Evans: The Largest Invisible Thing in the World
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bit.ly/3MRubF9
Episode- 183 "What is a Doji (and should I care?)" The S&P 500 formed a rare weekly doji last week. What does it mean? Is there a reversal ahead? Are #risks elevated? @JacobShap & @RobLarity get into it (and more!). 👇
bit.ly/3MRubF9
This week @JacobShap welcomed Prof. Gary Saul Morson of @NorthwesternU to talk about his article in @nybooks re: "Russian exceptionalism", Eurasianism's impact on the #Kremlin + how #history may impact the #future of #Russia #Ukraine
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Today on the #podcast, @JacobShap and @RobLarity play, "What if #Trump wins?"
We're talking #tariffs.
Good? Bad? ... It depends.
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bit.ly/3MRubF9
When everyone zigs - we aren't afraid to zag.
Today @RobLarity and @JacobShap chat about #inflation (and how @CognitiveInvest got it right for clients), #deflation in #China, and (of course) lots of #geopolitics
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bit.ly/3MRubF9
Cognitive Investments retweeted
All of my @CognitiveInvest podcast episodes are my children -- I love and learn from them all -- but I especially love catching up with kindred spirit @pineconemacro for a dose of sanity and perspective in a world with a lot of noise relative to signal.
bit.ly/ci-podcast
Today @JacobShap welcomes Dr. Caroline Eaton Tracey, an accomplished writer whose work focuses on the US Southwest, Mexico, & the US–Mexico borderlands.
#geography #geopolitics #perspectives
Episode 174: "Dams and the Rio Grande"
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Cognitive Investments retweeted
"Turkey is becoming investible again" -- for those of us using geopolitics @CognitiveInvest it has been investible this whole time, but glad to have some company at last
Bit of a bold one this as the CB Governor exited stage left on Friday. But as her replacement was not imposed by Erdogan we've turned a corner. Gonna lose on the currency but 45% overnight rates may make up for that. Do ya feel lucky?bloomberg.com/opinion/articl… via @opinion
Special Sat drop of CD #podcast-Ep. 173 "Confusion"
@JacobShap & @RobLarity discuss confusion over:
*the narrative re: U.S. Economy
*#oil & #natgas $$
*the future of #Ukraine
*big week in #geopolitics
More ?'s than answers 🤔
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Cognitive Investments retweeted
Two back-to-back exceptional @CognitiveInvest podcasts:
@DarylRitchison on the #weather in 2024
@Divsallar on #Iran's grand strategy
Ignorance is a choice -- choose wisely!
bit.ly/ci-podcast
Today, weather expert @DarylRitchison joins @JacobShap to reflect on hits and misses & chat about:
#global surprises
#ElNino
#weather history
plus, the riskiest places in the world to live!
Turns out Jacob has some HW to do! 🤯bit.ly/3MRubF9
On today's CD, @RobLarity tells JacobShap that investors are missing 98% of the picture if they don't understand the real impact of #geopolitics
#China is building out #EV overcapacity for geopolitical reasons-it's a major force in the market w. massive global implications
Today's episode is called "Friction" 🤔
@JacobShap & @RobLarity cover:
* 2024 expectations re: #semiconductors (too high?)
* #Chinese EV's
* #Energy/Batteries/#SOLAR
* Cost of #Risk
bit.ly/3MRubF9
@CognitiveInvest is thrilled to partner with @BespokeGroupCO to offer a comprehensive set of solutions that build, protect and grow our clients' wealth! Stay tuned...
We are proud to announce our strategic partnership with @CognitiveInvest, whose team has a true edge when it comes to the trends underpinning the global #investment markets.
Cognitive Investments retweeted
Tune in to #RealAgRadio at 430 E on @RuralRadio147 brought to you by @NPGA1. Host @shaunhaney is joined by Dr. Joe Outlaw of Texas A&M University; Nicole Atchison of @Purisfoods; Chuck Penner of @LeftfieldCR; & @JacobShap of @CognitiveInvest #cdnag #agpolicy #pulsemarkets
Did you catch the last Frontlines pod from @Realagriculture?
@JacobShap joined @shaunhaney to discuss:
#redseacrisis
#Taiwan / #China relations
#Argentina's elections
#USElections and #geopolitical instability
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bit.ly/3MRubF9
On today's episode, @JacobShap & @RobLarity tackle:
* conflicting narratives re: #oil prices
* geopolitical / market issues in #China & #France
* listener-submitted ?'s re: the #redseacrisis
* what the mainstream media is missing bit.ly/3MRubF9
Powerful Speaker Lineup at Pulse Growers Meeting rrfn.com/2024/01/17/powerful…