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    MACRO

    Coronavirus Update

    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?

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