A Healthier Financial Media Diet

Weekly explorations covering the intersection of Business, Finance, & Geopolitics.

Read by hedge fund managers in New York & digital nomads in Costa Rica.

Read by people at:

Google Goldman Sachs BainCapital Harvard University Wallstreet Journal
Diego Tremiterra
Markets
Members Public

The Case for a Soft Landing in the US

We lay out a four-step process that showcases how a US soft landing could materialize.

Tim Purcell
Charts
Members Public

Charts of the Month - November '22

Wealth vs GDP, Deglobalization Rising, Structural Shifts in Sector Returns, The Shifting Semiconductor Landscape, The Idiocy of Climate Policy, and Black Friday Madness

Jacob Shapiro
Geopolitics
Members Public

China Update, an Emerging Poland, and a Bright Brazilian Future

Mystery brewing in China, a rising Poland, and politics aside, Brazil has a bright future

Tim Purcell
Editorial
Members Public

Israel & Lebanon: A Maritime Border Agreement

Natural gas fields provide some common ground for a maritime border agreement

Diego Tremiterra
Members Public

Bear Markets: How to Identify a Bottom

We highlight a framework that helps us get a sense of what round of the current bear market we are in.

Diego Tremiterra
Crypto
Members Public

Bitcoin: The Bull and The Bear

We clarify the bull and bear arguments you’re likely to hear about in this part of the cycle.

Tim Purcell
Charts
Members Public

Charts of the Month - October '22

Operating Leverage, Supermajors, Global Oil Reserves, Cash Account Returns, Yield Games, China Exposure

Jacob Shapiro
Geopolitics
Members Public

U.S. vs Saudi Arabia: a broken relationship with global repercussions

Deep dive into the increasing tensions between the U.S. & Saudi Arabia.

Tim Purcell
Editorial
Members Public

Mittelstanding Together

Steven K.N. Wilkinson's guest post on the German industrial complex navigating a pivotal moment in history

Diego Tremiterra
Markets
Members Public

Q3 Markets Update: A Cross-Asset Bear Market

We look back at what happened over the last 9 months of the year.

Tim Purcell
Charts
Members Public

Charts of the Month - September '22

Currencies in Crisis, The Mother of All Macro Charts, Fed Funds and Crisis', Global Petroleum Production, Corporate Margins and Real Wages, The Wealth Gap, Demographics

Roger Hirst
Macro
Members Public

Using Unemployment Data to Time Equity Market Bottoms

How can we use Initial Jobless Claims to time the bottoming of equity markets?