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Our Research Notes
January 2024
Chat GPT, Weight Loss, Spy Balloons and Broke Banks
February 2023
WIT Part 2: The Return to the Old Normal
August 30, 2022
SOTW - Natural Gas
January 2022
The Fasten Seatbelt Sign Is On
April 9, 2021
SOTW - Gonna Fly Now
March 26, 2021
SOTW - Mo Money, Mo Problems
February 26, 2021
SOTW - Sabotage
January 2021
Time Traveling Back to The Future
October 2, 2020
When Models Break Part 2: Expectations for a Global Economic Recovery
August 21, 2020
SOTW - Heart of Gold
August 14, 2020
SOTW - I Got You Babe
July 31, 2020
SOTW - Use Me
July 20, 2020
SOTW - Dazed & Confused
May 27, 2020
When Models Break Part 1: The Virus in Perspective
January 2020
Fake News, Fake Meat, Real Returns
December 18, 2019
SOTW - I Won't Back Down
December 2, 2019
Remember Where You Were on December 15th, 2019
November 11, 2019
SOTW - He Went to Paris
October 20, 2019
SOTW - California in the Dark
October 8, 2019
Closer to the Economic Tipping Point
September 20, 2019
SOTW - Harvest Moon
September 06, 2019
SOTW - Do You Hear the People Sing
September 2019
Predicting the Next U.S. Recession
August 16, 2019
SOTW - The Star-Spangled Banner
August 09, 2019
SOTW - Freedom
July 2019
Cheniere Energy and the LNG Export Boom
June 24, 2019
SOTW - Something to Talk About
June 2019
Pag Seguro and the Brazilian Mobile Payments Market
May 15, 2019
SOTW - Under Pressure
April 26, 2019
SOTW - Climb to Safety
April 2019
Experts Only
December 2018
Patience and Balance
September 2018
SOTW - A Touch of Grey
April 2018
SOTW - Walk the Line
January 2018
A Year of Metamorphosis
June 2017
Part III: The Investment Edge
May 2017
Part II: Illusory Superiority
May 2017
Part I: Investment Returns Matter
January 2017
2016 Year In Review & 2017 Investment Outlook
December 2016
Times, They are a Changing
September 2016
The Present and Future of Investing Part Ⅱ
August 2016
The Present and Future of Investing Part Ⅰ
October 2015
Special Opportunity
September 2015
Rainmakers
July 2015
Curb Your Mind
May 2015
Faster Horses
April 2015
Desire Lines
March 2015
Code Rage