Skip to content

LXV Research

Lucid X Variant

  • Home
  • About Us
  • Subscribe
  • Trade Ideas
  • Weekly Reads
  • Track Record
  • Contact
  • Log In|Log Out
  • Facebook
  • LinkedIn
  • Twitter
  • Instagram

Weekly Reads: 18 Dec, 2017

Which countries feel they’ve benefitted from the EU? (World Economic Forum)

Which countries buy the most groceries online? (World Economic Forum)

How Snapchat is separating social from media (AXIOS)

John Burbank’s Passport Hedge Fund Hopes for New Savior in Bitcoin (WSJ)

Gas supply crunch hits China chemical production (ICIS)

China’s War on Smog Unleashes Collateral Damage on World’s Farms (Bloomberg)

China u-turns on rapid end to coal heating (dw.com)

Conventional wisdom on Japan is wrong (FT)

Disney and Fox (stratechery.com)

Target is buying Shipt for $550 million to beef up same-day delivery (Los Angeles Times)

Andrew Ng Says Factories Are AI’s Next Frontier (Technology Review)

Harvard Endowment Chief Pushed for Steeper Devaluation of Assets (WSJ)

World’s Most Expensive Home? Another Bauble for a Saudi Prince (The New York Times)

Share this:

  • Share on X (Opens in new window) X
  • Share on Facebook (Opens in new window) Facebook
  • Share on WhatsApp (Opens in new window) WhatsApp
  • Share on LinkedIn (Opens in new window) LinkedIn

Like this:

Like Loading…

Sign up for free research updates

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
  • Home
  • About Us
  • Subscribe
  • Trade Ideas
  • Weekly Reads
  • Track Record
  • Contact
  • Log In|Log Out
  • Facebook
  • LinkedIn
  • Twitter
  • Instagram
LXV Research
%d