In13D Researchby13D ResearchWe 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, 20192
In13D Researchby13D ResearchThe most important thing we can do for our children is to learn how to manage OUR stress.Doing so will require a seismic shift in how we think about society, markets and freedom.Aug 9, 20171
In13D Researchby13D ResearchWhy ESG (environment, social, and governance) investing is a megatrend no asset manager can ignore.Sustainability will emerge a key factor for algorithmically-determined market moves.Jun 20, 20193Jun 20, 20193
In13D Researchby13D ResearchWhat exactly is the “Fourth Turning” envisioned by William Strauss and Neil Howe?We revisited this book — in light of recent events — and found the subject both timely and prophetic.Mar 1, 20172Mar 1, 20172
In13D Researchby13D ResearchIs the paradigm that has defined investment returns for a decade coming to an end?The cycle is turning from consolidation to diffusion.May 23, 20191May 23, 20191
In13D Researchby13D ResearchWe 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, 20192
In13D Researchby13D ResearchThe most important thing we can do for our children is to learn how to manage OUR stress.Doing so will require a seismic shift in how we think about society, markets and freedom.Aug 9, 20171
In13D Researchby13D ResearchWhy ESG (environment, social, and governance) investing is a megatrend no asset manager can ignore.Sustainability will emerge a key factor for algorithmically-determined market moves.Jun 20, 20193
In13D Researchby13D ResearchWhat exactly is the “Fourth Turning” envisioned by William Strauss and Neil Howe?We revisited this book — in light of recent events — and found the subject both timely and prophetic.Mar 1, 20172
In13D Researchby13D ResearchIs the paradigm that has defined investment returns for a decade coming to an end?The cycle is turning from consolidation to diffusion.May 23, 20191
In13D Researchby13D ResearchThree mega-trends we ignore at our peril: Depopulation, urbanization, and nationalism.These forces may not be immediately “investable”, but they are key to strategic understanding — the best proxy of a real crystal ball.Mar 2, 2017
In13D Researchby13D ResearchAs Baby Boomers downsize, an unprecedented generational unloading of houses looms on the horizon.Is this one more sign the cycle of wealth accumulation is turning?May 14, 2019
In13D Researchby13D ResearchHighlights from our flagship publication — “What I Learned This Week”Amazon’s grocery ambitions, the Fed’s tragic error, and the $4 trillion problem lurking in the U.S. financial system.Jun 23, 2017
