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REFLECTIONS
“Self-reflection is the school of wisdom.”
SALON SERIES taiwan SEMIS TRADE
While China weathered the Covid crisis better than anyone, the new year presents its own challenges. The way ahead will be more difficult, less predictable, and highly contingent on complex policy choices.
MACRO STOCKS FED coronavirus
The insight from financial history is that we’ve endured the “displacement” and are only now entering the “boom.” The “mania” phase lies well ahead.
ECONOMY dollar
While the world balks at America’s failed response to a pandemic, their economic management may yet prove to be superior.
STOCKS TECH
The rotation from value to growth over the past decade is the start of a secular trend that will persist over many decades.
LIFE HEALTH
Weakness of breath underpins weakness of mind and body. Strength in breathing carries strength to both. Know that breath must be exercised.
MACRO Politics climate china us inflation
Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.
STOCKS TECH banks
We believe Square, Shopify, and PayPal will collectively be worth more than the ten largest US banks combined.
STOCKS MOOD SPACS
The boom in day trading, the birth of rolling funds, and the rise of blank check companies all point to one thing: the greed tide is beginning.
MACRO POLITICS economy policy
American civilization like any other is a transitory thing. But the effort to meet the challenge of the rising East may yet reinvigorate it.
