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Recent Updates

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
US Stocks: Long, Short and Interesting
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

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Charts, Ideas and the Euro
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The Spectre of Capital Destruction
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