Eye On The Market

Cicadian Rhythms

Cicadian Rhythms: the fading prospects of a US disinflationary boom; Japan’s structural reform/M&A emergence; and Eye on the Market mailbag responses to questions on Tesla/Musk, GLPs, housing, China, Truth Social and Meta’s latest open source model

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The Good, the Bad and the Ugly

The Good, the Bad and the Ugly: an investor lens on tech valuations, AI, energy and the US Presidential Election.

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Electravision

This Eye on the Market is about the predominant vision for the future which involves the electrification of everything, powered by solar, wind, transmission and distributed energy storage.

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Five Easy Pieces

Five Easy Pieces: on Magnificent 7 stocks, open source large language models, the No Labels movement, the Armageddonists and bottom-fishing in Chinese equities.

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Medical Complications

This Eye on the Market is about all the things that can be true at the same time. The collapse of the political middle in Congress should not be an excuse for everyone else to abandon the ability to believe things that may appear contradictory, but which are all part of a more complicated reality.

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Outlook 2024 - Episode 3: Deep Dive—Top Ten Surprises

A top ten list on what might happen… not what will happen, in honor of strategist Byron Wien

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Outlook 2024 - Episode 2: Deep Dive—The Fats Dominoes

The impact of weight loss drugs on equity markets.

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Eye on the Market Outlook 2024: Pillow Talk - Episode 1: Outlook Overview

Falling US inflation and possible Fed easing are increasing talk of a soft landing rather than a hard landing and bear market. Our 2024 Outlook takes a closer look at equities, fixed income, China, Japan, antitrust, weight loss drugs and ten surprises for 2024.

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It’s Mostly a Paper Moon: Alternative Investments Review

A review on industry returns in private equity, venture capital, hedge funds, commercial real estate, infrastructure and private credit

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Not That 70’s Show

Six questions and answers on the intersection between geopolitics, US politics and financial markets

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