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Navigating Complexity in a Rapidly Changing World
What I Learned This Week
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The concentration of economic power has led to spectacular investment returns.
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?
13D Research
Feb 6, 2020
We are repeatedly asked, what is the weak link that will bring the U.S. economy down?
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.
13D Research
Nov 2, 2019
How much longer can the debt-burdened consumer hold up the U.S. economy?
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.
13D Research
Oct 27, 2019
The risks grow that the passive and algorithmic transformation of equity markets could lead to a…
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…
13D Research
Aug 22, 2019
The growing threat of a corporate bond market meltdown.
The growing threat of a corporate bond market meltdown.
“These things don’t happen overnight for companies. They happen overnight only for investors.”
13D Research
Aug 14, 2019
Why ESG (environment, social, and governance) investing is a megatrend no asset manager can ignore.
Why 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.
13D Research
Jun 20, 2019
Where to invest in the next 10 years, 20 years and 30 years?
Where to invest in the next 10 years, 20 years and 30 years?
In our view, the answer unequivocally is emerging markets.
13D Research
Jun 12, 2019
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