Investors should be on guard for a more volatile and disruptive phase ahead.
MACRO
On a Long Enough Timeline, History Repeats
American civilization like any other is a transitory thing. But the effort to meet the challenge of the rising East may yet reinvigorate it.
MACRO
Themes for the Next Decade
Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.
SALON
An Anatomy of China
China’s investment landscape is undergoing dramatic change. We dig into the real story behind the tech crackdown and latest policy moves.
SALON
Common Prosperity or Common Poverty?
At a time when tremors in China are rippling through world, understanding the content of Xi’s new scripture—Common Prosperity—takes on urgency.
SALON
A Machiavellian America?
SLACK
Community Wisdom: Short Hope, Long Siege, Short Jokers, Long FUD, and Short Protests
We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.
MACRO
Eyes wide shut
With eyes wide shut, most people don’t expect to see what they’re not looking for. We encourage you to open your eyes.
