Macro Research

Will The Bulls Show?

The essence of risk management lies in maximizing the areas where…
November 29, 2021/by Alex Barrow

A Trend Too Far…

Being so critical, I am often considered a contrarian. But I…
November 22, 2021/by Alex Barrow

Man It Feels Good To Be A… Farmer?

Nothing is more difficult, and therefore more precious, than…
November 15, 2021/by Alex Barrow

Keep An Eye On Gold…

There are very few people who can develop the skills to get the…
November 8, 2021/by Alex Barrow

Market In Breakout Mode

The self is the friend of a man who masters himself through the…
November 1, 2021/by Alex Barrow

Time To Get Long The Loonie

There was a long period during which nearly every thinking man…
October 11, 2021/by Alex Barrow

The Beginning of a Correction?

In this world, where the game is played with loaded dice, a man…
October 4, 2021/by Alex Barrow

HeadHunter (HHR): One Of The Best Network Effect Businesses I’ve Ever Seen

HeadHunter (HHR) operates an online recruitment platform in Russia,…
September 29, 2021/by Brandon Beylo

Is It Time To Short Copper?

According to this theory, population growth in excess of the…
September 27, 2021/by Alex Barrow

Brand Capital: How Companies Create Lifetime Customers

Before we dive into today’s piece, I want to remind you that…
September 23, 2021/by Brandon Beylo

A Dragon and a Hawk Walk Into A Bar

A few things.

Asia Markets reported today that the CCP is…
September 23, 2021/by Alex Barrow

Mashup and New Math

I recently finished reading Joshua Ramo’s book The Age of the…
September 21, 2021/by Alex Barrow
Load more