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Recent Updates

Continued Strength in the US Dollar | China’s Line in the Sand | Germany Between a Rock and a Hard Place
Trade Wars: Lessons from History
Don’t wait for the US Dollar Rally, its Already Happened
Searching for Value in Retail
The Great Unwind and the Two Most Important Prices in the World
Charts & Markets – 21 Jun, 2018
Charts & Markets – 11 Jun, 2018
The Contrarian Quartet (Part II)
The Contrarian Quartet (Part I)
AIG, Robert E. Lighthizer, Made in China 2025, and the Semiconductors Bull Market
Oil: Opportunities Arising from Infrastructure Bottlenecks
The Price of Growth
Containers and Packaging Companies: Challenges Aplenty
The Bull Market is Not Dead.
China’s Strategic Gains
Our Thoughts On and Investment Ideas for 2018
Industrial Commodities: A Sustainable Bull Market?
Japan: Bullish Because Of Not In Spite Of Demographics
Artificial Intelligence and Meaningful Work
Hoarders: Resilience in Self-Storage REITs

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Too Much of a Good Thing
A Week of Plenty: Parsing the Big and the Small
The Crisis Everyone Knows About
The Vollgeld Initiative
Consumer Staples: Niches and Acquisition Targets
The Old Man and the Election
The Convergence of US and Chinese Bond Markets
Chinese Easing and the Case for China A Shares
Consumer: Long Stuff / Short the Experience Economy
Oil: Fighting the Myth
Russia: Tailwinds, Not Geopolitics
Trade Wars: Two Can Play That Game
China’s Governmental Revamp and the World’s Shift Toward an Inflationary Regime
Trade Wars: Hedging for Tariffs
Currency Markets: “You can’t put the toothpaste back in the tube.”
LNG Shipping
The Incumbent’s Challenge
Beyond the Minsky Moment: The Wisdom of Crowds or the Madness of Mobs?
The Risks for this Bull Market
Europe: A Domestic Recovery Story