January 2026TwinFocus InsightsRun It Hot, Except BitcoinExecutive Summary: The Structural Regime Shift The Old World: A 40-year era where the 40% bond allocation reliably offset the 60% equity exposure. The New World: A regime of “Fiscal Dominance” defined by 6% deficits, 4% GDP, and potential overheating. The……Read More
December 2025TwinFocus InsightsPaul Karger shared his insightful advice with The Family Office Club on guiding ultra-high-net-worth individuals and families through generational wealthRead More
November 2025TwinFocus InsightsUnlocking Japanese Equity ValueThe Case for Japanese Equities Over the past decade, Japan has evolved from a value trap to a more compelling long-term equity opportunity. This shift is being driven by policy initiatives and structural reforms in corporate governance that directly target……Read More
October 2025TwinFocus InsightsQ3-2025 TwinFocus Research: Goldilocks and the Edge of CertaintyRead More
September 2025TwinFocus InsightsTwinFocus Research / Alternative Assets – Gold’s Surge: A Safe Haven in Shifting MarketsSpot gold markets posted fresh highs north of US$3,500/oz to begin September, driven by a confluence of macro factors — ongoing steepening in developed-market government bond curves, politicization of the Federal Reserve and significant U.S. policy uncertainty. The Fed is widely expected……Read More
August 2025TwinFocus InsightsQ2-2025 Commentary: Markets in Flux: Are We Witnessing a Regime ShiftTwinFocus_2025NewsletterQ2_2025…Read More
