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Free Content

Thoughts and Investment Ideas for 2020
The January Effect
Tribalism and Consistency in a Volatile Market
Three Macro Charts
Clustered Volatility and the “Momentum Massacre”
Shifts in US Capital Flows and Positioning for a Steepening Yield Curve
Cheap vs. Expensive | The Threat to Incumbents
Durability of the US Bull Market
Two Ideas: Advanced Emissions Solutions & A Bitcoin Proxy
European Growth Surprise
Where do we go from here? Credit vs. Duration
Environmental Concerns: Ideas on the Long Side
Investment Themes and Considerations for 2019
Charts and Updates
The Hawks Have Not Left the Building
US vs. Europe: A Closer Look at US Outperformance
Late Cycle Signals and Yield Curve Dynamics
Trade Wars: Clearing the Way for a War of Attrition
Consumer Stocks: The Long and Short of it
Financial Misery and the Flattening Yield Curve

Premium Content

Charts & Ideas
Prescription then Description
Ideas, Unintended Consequences & Not A Regular Demand Shock
Supply & Undoing Globalisation
Duration
The Fallout
Progressives for Progression | A Few Interesting Charts
Caution Not Courage
Financial Innovation
Loan Growth, US Dollar Liquidity Dynamics and Gold
US Housing and Consumer Charts and More
A Mix of Macro Charts
Inflation, Earnings Yields, Stock Prices and Gold
China’s Priorities | Industrial Strength $XLI
Signs of Rotation: Geography, Sector and Style
Eight US Stocks We Are Tracking
Nothing Unusual | MMT
Confusing the Cyclical with the Secular | The Iran-China Strategic Partnership
The Cyclical and the Secular
Safe Haven Bid: Ahead of Itself?