Charts
Charts of the Month - September '23
The Big 7 vs. The Old Guard, The U.S. Consumer - Not Dead Yet, and The Dirtiest Cities in the World
What We Do
Above all, we instill clarity by analyzing the key thematics bringing change to the world around us.
We believe rigorous analysis and first principles thinking, paired with honest debate and the search for universal ‘truths’, is the best recipe for intellectually honest, actionable ideas.
Our timeframe is measured in months and years, not days or weeks. We believe that, in a world with an overabundance of information, being selective about what we consume is the first step to becoming better investors. For this reason we selectively focus our attention on the key themes that will drive seismic shifts within Markets, Business, and Geopolitics over the coming decade.
Everything else, we'll leave to others sitting at their desks.
