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April 4, 2020

We just launched the new Quarterly Strategy Pack, which is part of our institutional service.

The Quarterly Strategy Pack:

-Presents our major themes and outlook

-Includes concrete views on asset class positioning

-Serves as a basis for discussion (I would have brought som...

March 27, 2020

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (one of the key reports of our institutional research service). To receive a copy just click through to contact us or request a trial.

This week we cove...

March 25, 2020

The end of Q1 is rapidly approaching, and what a year this quarter has been!  Obviously a lot has changed since the start of the year, and the situation is fluid to say the least.  So I thought it would be helpful to take a quick progress check on the "10 Cha...

March 20, 2020

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (one of the key reports of our institutional research service). To receive a copy just click through to contact us or request a trial.

This week we cove...

March 19, 2020

The purpose of this blog post is to take an objective and balanced account of what may well end up becoming a generational buying opportunity in global equities.

To do this I will lay out a set of useful charts and indicators; explain the conceptual framework and how th...

March 13, 2020

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. Global Equities Damage Assess...

March 7, 2020

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. Policy Pivot Part II:  A new...

February 29, 2020

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. Market Update:  After a rough...

February 27, 2020

In this video I take you through a topic from a recent edition of the Weekly Macro Themes, which is the flagship report of our core institutional service.

Covered in the video is the China Macro outlook, specifically:

-What should we be focused on in terms of existing tr...

February 21, 2020

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. China Macro:  Given existing...

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