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Recent Updates

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

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The Crisis Everyone Knows About
The Vollgeld Initiative
Consumer Staples: Niches and Acquisition Targets
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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