Could the counterintuitive effect of coronavirus be to spark a period of sustained outperformance by Chinese assets?
CURRENCIES
The Last Dance
China will be the final casualty of the dollar bull market.
STOCKS
Cloud Continues to Scale
“Alibaba Group is one of the cheapest companies in the world today.”
MACRO
Themes for the Next Decade
Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.
SLACK
Community Wisdom: Long Awareness, Long Boy Plunger, Short Emotions, Long Black Swans, Short Vacations
We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.
SLACK
Community Wisdom: Long Surfing, Short Dreams, Short Achilles Heel, and Long Dirtbags
We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.
SALON
An Anatomy of China
China’s investment landscape is undergoing dramatic change. We dig into the real story behind the tech crackdown and latest policy moves.
MACRO
Après pandemic, le déluge?
Changing weather patterns pose a bigger risk than geopolitics. China is the country most vulnerable to flooding as global temperatures rise.
SLACK
Community Wisdom: Long Red Capitalism, Short Convenience, Long Emissions, and Long Parents
We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.
SALON
Common Prosperity or Common Poverty?
At a time when tremors in China are rippling through world, understanding the content of Xi’s new scripture—Common Prosperity—takes on urgency.
CLIMATE
Après pandemic, le déluge?
Changing weather patterns pose a bigger risk than geopolitics. China is the country most vulnerable to flooding as global temperatures rise.
MACRO
Bull or no bull
What if the greatest trick the market ever pulled was convincing investors that we’re still in a bear market?
STOCKS
Obviously, it’s obvious
Why invest in a country with a shrinking working age population, excessive debt, a slow-motion property crash, unprecedented sanctions, and a leader for life?
SALON
Confucius, Marx, and Xi Jinping
If you believe you have a good understanding of China, think again. This is the most insightful discussion on China you’ll ever come across.
