The following article was originally published in “What I Learned This Week” on August 15, 2019. To learn more about 13D’s investment…
“These things don’t happen overnight for companies. They happen overnight only for investors.”
Sustainability will emerge a key factor for algorithmically-determined market moves.
In our view, the answer unequivocally is emerging markets.
The cycle is turning from consolidation to diffusion.
Is this one more sign the cycle of wealth accumulation is turning?
Markets so dominated by ETFs have not been truly tested by a post-QE world.
What “Red October” tells us about key threats still lurking in equity and bond markets.
On a personal level, political and macroeconomic level, there are few questions with more significant implications for Americans.
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