ECONOMY coronavirus
It’s not the coronavirus but our fear-driven response to it which will have devastating long-term consequences.
MACRO china coronavirus
Could the counterintuitive effect of coronavirus be to spark a period of sustained outperformance by Chinese assets?
MACRO usa
It would be a mistake to bet America’s future will be like its glorious past.
MACRO coronavirus
The novel coronavirus will weigh disproportionately on Thailand’s economy.
What we know about the coronavirus will inflect positively and support a continuation of the risk rally.
The cumulative loss to global GDP from the pandemic could be around $9 trillion.
ECONOMY CORONAVIRUS
A tiny number of counties account for most of US GDP and the large number of Covid-19 cases.
ECONOMY HOUSING stocks
The virus has pulled millions of people back into the homebuying market to look for a home for their families and remote work needs. With inadequate supply, a new construction boom is unfolding.
POLITICS US ELECTION TRUMP
If this year has taught us anything, it is to count on the unexpected. Should we not at least consider how the consensus could be wrong on November 3?
MACRO Politics climate china us inflation
Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.
MACRO STOCKS FED coronavirus
The insight from financial history is that we’ve endured the “displacement” and are only now entering the “boom.” The “mania” phase lies well ahead.
ECONOMY coronavirus History
Working from home is a new way of life in which we no longer worship at the altar of the office for self-worth. Remote work is here to stay. Buy Zoom.
MACRO coronavirus economy
It will take years, rather than months, of a dismaying cycle in which cases subside and surge before we achieve global immunity, even after inoculation.