Bite-Sized Macro topic

Markets, Valuation & Private Equity

What profits, capital markets, valuations, and private equity signals mean for business leaders.

Issue No. 04

Too Many Seats, Too Few Students: College Comes Knocking

The Grim Reaper is coming for college demand. Demographics, immigration, doubts about value, and vocational alternatives are turning college admissions upside down.Read about college enrollment

Issue No. 03

Make Hay (Profit) While the Sun Is Shining (Spending)

War, expensive oil, and AI-driven employment fears make a profit boom look improbable. But several powerful tailwinds are arriving at once—and the confluence matters more than any single explanation.Read about corporate profits