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Free Content

“They Are Not Our Teachers.”
Existential Crisis in Europe: Through the Lens of Healthcare
Vertex Pharmaceuticals $VRTX
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

Premium Content

The P/E Ratio: We don’t care / Investment Idea
“If you think you understand, you’re not paying attention”
Liquidity
Tech Follow-Up / Investor Predicament
Tech Observations / Notes on Private Debt
Tech Earnings Bonanza / The “Pre-Election Spending Spree” / Inflation Charts
Subtle Shifts in the Market
Complexity/Market Perspective
Commodities Follow Up
Virtue Signalling | Commodities Charts
When to Sell?
Where Opportunities Are
Making Markets Move
Inflation Revisited and China Macro Charts
Tactical Charts
Neurocrine Biosciences $NBIX
Inflation Expectations, Global Liquidity & Gold
Tactical Thoughts: Caution is Warranted
Charts: Energy and Global Banks

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