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    MACRO

    Requiem for a Dream

    “You almost feel numb.”


    CHINA

    China’s Wooing Foreigners

    The Speaker sees China’s 10-year sovereign bond yield converging to US rates on the way to zero.


    MACRO

    A New Defense Strategy

    Given historically low yields, bonds are losing their ability to effectively hedge against a large equity market fall.


    STOCKS

    Third bull phase begins

    The future is not always a reflection of the present. We believe the bull market has entered its third and perhaps final stage.


    MACRO

    The Year of Contrarian Thinking

    What happened to the assured recession which most models, surveys, and leading indicators have been pointing to?


    EVENT

    London Trip Notes

    Bringing together the most interesting people in the most interesting locations for the most interesting ideas.


    STOCKS

    Confusion of confusions

    Feeling lost, confused, and uncertain is as much a hallmark of investing as is clarity, conviction, and a sense of calm.


    MACRO

    A beauty unto herself

    What important charts and levels are you keeping an eye on?

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