Greatest Hits

Here’s some of the site’s better work over the years, with a focus on the categories of ‘Cycles’, ‘Sectors’ and ‘Companies’. The ‘Cycles’ category is big-picture, high-level analysis that aims to identify major inflection points in various global equity markets;…

Global Macro Round-Up

Global Macro Round-Up

Let’s do a run-down of global macro in this post and keep our focus purely on the one thing that matters most in the end – charts. Before we dive in let’s start with the conclusion first: No matter what…...

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