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    ECONOMY

    Growth Dispersion

    The Speaker disagrees with the growing consensus opinion that another reflationary cycle is taking hold.


    MACRO

    Last Bastion of Value!

    High yield EM sovereign credit should deliver double digit returns this year.


    CREDIT

    Risk Happens Fast

    “It’s a cliffhanger for countries... The crisis comes slowly, slowly, slowly, then all at once.”


    LIFE

    “Who Am I?”

    “The way to learn is to shed your ego. This means be open to defeat.”


    CURRENCIES

    Submerging Markets

    This has been the worst quarter for carry trades since 1999.


    MACRO

    Emerging Markets Crisis Redux

    EM countries now face a health crisis and a financial crisis which interact in complex ways.


    EXCLUSIVE

    The Infinite Game

    The only true competitor in an infinite game is yourself.


    STOCKS

    The Bear Case: The People vs Stocks

    Investors should be on guard for a more volatile and disruptive phase ahead.


    LIFE

    The Bystander

    Bystanders look for a long time—free of constraints, unobscured by their own judgments, waiting patiently to grasp the essential truth.


    HISTORY

    The Bear Patrol

    A market can, and typically does, cease being a bull market long before the index starts to fall. Time to get ready.


    SLACK

    Community Wisdom: Short Hope, Long Siege, Short Jokers, Long FUD, and Short Protests

    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.

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