Search results
20 articles found
Email of the day on secular change and the Autonomies March 21, 2023 Dear Eoin, When you started the Corporate Autonomies Fund it was based on the correct hypothesis that globalisation was the future trend and therefore it was wise to invest in companies that had, or would have, a global footprint. Now it seems that there is a trend away from globalisation and towards the repatriation of national production. What does this mean for the fund and for our investment strategy? And Thanks for consequential audio Friday in both content and timing. Overlaying today with 2007-09 is key at this time. Your focus on the 1980 - 2022 bull market in bonds I found spot on and would like a little more commentary on that. The bubbles of housing (2007) and technology (2000) have been put away but Japan (1990) has not. We've punctured a rather big bubble. How do you see this playing out moving forward as far as global U.S. Treasury ownership is concerned in scope (range in long rates) and timing (years to repair damage) considering how many bonds are and will stay underwater if not sold? It took U.S. stocks 25 years to unwind the 1929 bubble and Japan is 33 and counting. Considering the bond bubble is arguably the mother of all bubbles this side of 1929 and 1980 I would find it helpful to at least make a run at how it ranks in the standings. |
Read article |
Secular Themes Review and Chart Seminar report June 10th 2022 June 10, 2022 |
Read article |
Secular Themes Review April 4th 2022 April 4, 2022 |
Read article |
Secular Themes Review March 4th 2022 March 4, 2022 |
Read article |
Secular Themes Review February 4th 2022 February 4, 2022 |
Read article |
Secular Themes Review December 3rd 2021 December 3, 2021 |
Read article |
Global Themes Review November 2021 November 8, 2021 |
Read article |
Monthly Secular Themes Review on Monday November 5, 2021 |
Read article |
Secular Themes Review October 2021 October 1, 2021 |
Read article |
Secular Themes Review September 2021 September 3, 2021 |
Read article |