Derek VanGenderenJan 303 minThe Story is the Same as EverMorgan Housel recently released his second book, Same as Ever, a follow-up to his first book, The Psychology of Money. The premise is...
Perron TeamDec 18, 20238 min12 Themes for 20241. Healthcare – Pandemic Hangover is Eclipsing and setting up for outperformance relative to the S&P500 Healthcare has historically been...
Chris BoltonDec 7, 20235 minForget Reindeer, the Bond Market’s Sleigh is Being Pulled by BullsThe debate is focused on when rate cuts begin, how quickly central banks will cut short-term interest rates, and how many cuts will occur.
James NickersonDec 1, 20237 minAn Arbitrary Grading of Our 12+ Themes for 2023With the benefit of hindsight, we are giving our predicted themes for 2023 a grade based on their relevance and accuracy.