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13D Research

13D Research

COVID has exacerbated inequality.

Anyone worried about social stability realizes a backlash is coming that will accelerate the cycle shift from wealth accumulation to…

Sep 25, 2020

COVID has exacerbated inequality.

Sep 25, 2020

13D Research

“The United States may be facing the most severe housing crisis in its history.”

Combining vulnerable homeowners and renters, COVID-driven housing displacement threatens to exceed the GFC.

Aug 26, 2020

“The United States may be facing the most severe housing crisis in its history.”

Aug 26, 2020

13D Research

Retail-investor euphoria will come to tears and cause a long-term cultural, political and…

For years, we have studied the ever-intensifying threat of a retail-investor disaster

Jun 23, 2020

Retail-investor euphoria will come to tears and cause a long-term cultural, political and…

Jun 23, 2020

13D Research

The corporate bond market appears dangerously complacent about the zombie threat.

Investors are greatly underestimating the breadth of risk and the power and willingness of the Fed to offer carte-blanche support.

May 14, 2020

The corporate bond market appears dangerously complacent about the zombie threat.

May 14, 2020

13D Research

A corporate debt reckoning is coming.

It will deepen and prolong a U.S. recession regardless of Fed intervention.

Apr 2, 2020

A corporate debt reckoning is coming.

Apr 2, 2020

13D Research

Workers are suffering even before mass layoffs begin.

Most gig and hourly workers are walking a financial tightrope. They will not be able to afford even a short-term hit to their earnings.

Mar 26, 2020

Workers are suffering even before mass layoffs begin.

Mar 26, 2020

13D Research
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13D Research

The concentration of economic power has led to spectacular investment returns.

As contrarians, we always ask when will it end and how will it end?

Feb 6, 2020

The concentration of economic power has led to spectacular investment returns.

Feb 6, 2020

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13D Research

We are repeatedly asked, what is the weak link that will bring the U.S. economy down?

Although there are many possibilities, our vote right now is corporate debt.

Nov 2, 2019

We are repeatedly asked, what is the weak link that will bring the U.S. economy down?

Nov 2, 2019

13D Research
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13D Research

How much longer can the debt-burdened consumer hold up the U.S. economy?

If the American consumer is Atlas — holding up “the greatest economy ever” — his legs are weakening under the strain.

Oct 27, 2019

How much longer can the debt-burdened consumer hold up the U.S. economy?

Oct 27, 2019

13D Research
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13D Research

The risks grow that the passive and algorithmic transformation of equity markets could lead to a…

The following article was originally published in “What I Learned This Week” on August 15, 2019. To learn more about 13D’s investment…

Aug 22, 2019

The risks grow that the passive and algorithmic transformation of equity markets could lead to a…

Aug 22, 2019

13D Research

13D Research

Navigating complexity in a rapidly-changing world. For more from What I Learned This Week, go to: http://www.13d.com/

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