Macro Strategy Insights

All Roads Lead to Mar-a-Lago

We covered some of the most important topics in last weekend’s A Million Things to Parse. From DOGE, to Ukraine/Russia, to tariffs, to the so-called Mar-a-Lago Accord, much of what is shaping the global landscape is coming out of D.C. (though the Trump administration seems to be doing a lot of it out of Mar-a-Lago). Academy also wound up being quoted in the FT – Musk and markets: why DOGE is not cutting through, and in Barron’s Up & Down Wall Street. Clearly the topics are resonating as investors and corporations try to navigate these times. With another week of ... All Roads Lead to Mar-a-Lago

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