ATI: Activist Treasury Issuance and the Tug-of-War Over Monetary Policy
Read the Full PDF article – https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf
Tech Trumps Tariffs: US Exceptionalism and the AI Productivity Boom
Read the Full PDF article – https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/650739_Hudson_Bay_Research_-_Tech_Trumps_Tariffs_-_November_2025.pdf