Issues

Global Intelligence Letter – August 2022

Jeff D. Opdyke · August 11, 2022 ·

VIEW AUGUST ISSUE Healthcare has a massive, global tailwind propelling it: aging populations in the West and China that are spending ever more on …

Jeff D. Opdyke · July 15, 2022 ·

VIEW JULY ISSUE I was young back in the 1970s, but I still remember the inflation of that era. I remember the 14% loan rate my grandparents paid …

Jeff D. Opdyke · June 9, 2022 ·

VIEW JUNE ISSUE The roots of this month’s cover story go back more than a dozen years to the Great Recession, when a housing collapse crushed the …

Jeff D. Opdyke · May 13, 2022 ·

VIEW MAY ISSUE The global energy industry is currently going through a massive, unparalleled restructuring. The reason: Russia’s invasion of …

Jeff D. Opdyke · April 8, 2022 ·

VIEW APRIL ISSUE The most important new trend in crypto is something called DAOs, or Decentralized Autonomous Organizations. DAOs are a new way …

Jeff D. Opdyke · March 8, 2022 ·

VIEW MARCH ISSUE Note: Just as I was posting this month's issue, President Biden announced a ban on Russian oil imports to the U.S. This will lead …

Jeff D. Opdyke · February 7, 2022 ·

VIEW FEBRUARY ISSUE The metaverse is one of the hottest concepts in all of technology. It’s the vision for how the next iteration of the internet …

Jeff D. Opdyke · January 7, 2022 ·

VIEW JANUARY ISSUE In the minutes from its December meeting, the Federal Reserve noted that it sees inflation as a significant concern. It took a …

Jeff D. Opdyke · December 6, 2021 ·

VIEW DECEMBER ISSUE Since launching the Global Intelligence Letter, I’ve always tried to write to you as though I was chatting to a friend. I …

Jeff D. Opdyke · November 5, 2021 ·

VIEW NOVEMBER ISSUE Right now, a global energy crisis is ripping around the world. As a result, the price of oil has nearly doubled over the past …