A year ago I laid out 25 views across three themes: The Acceleration, Great Power Conflict, and China’s Ugly Deleveraging.
I’m sure you have very very high standards, but I for one think that’s a phenomenal hit rate on such large macro calls. Great year
Lasers in fiber optics/photonics too.
Surely European equity performance doesn’t vindicate the European malaise thesis in a year when MSCI Europe significantly outperformed the S&P 500.
Amazing work..!!
I am sure next article is already brewing, exciting to see what's in store for 2026.
This is clear thinking at its finest. Lucky to be following you.
I’m sure you have very very high standards, but I for one think that’s a phenomenal hit rate on such large macro calls. Great year
Lasers in fiber optics/photonics too.
Surely European equity performance doesn’t vindicate the European malaise thesis in a year when MSCI Europe significantly outperformed the S&P 500.
Amazing work..!!
I am sure next article is already brewing, exciting to see what's in store for 2026.
This is clear thinking at its finest. Lucky to be following you.