2019 Annual Investor Letter

Reflecting on the past year & looking forward into the future

December 1st - December 15th, 2019

SK:Hynix & Alternative Energy

November 17th - December 1st, 2019

Liquid Biopsies, Volatility, A $70 Trillion Real Estate Problem & More...

November 3rd - November 17th, 2019

Auto Industry, SWX:GIVN, Allergy Assistance

October 20th - November 3rd, 2019

Vingroup JSC, Defense Stocks, CBRE & More...

October 6th - October 20th, 2019

Brexit, Passive Investing, Hydropower Energy & Proptech

September 22nd - October 6th, 2019

Macroeconomics 101, NYSE:WCN & AI In Healthcare,

September 8th - September 22nd, 2019

HK & Trade War, Global Solar Energy Market, NYSE:AYX & More...

August 25th - September 8th, 2019

Bubble In Fixed Income Markets, Germany's Housing Market Part 2, La Perla & More...

August 11th - August 25th, 2019

All-Weather Portfolio, German RE Market, Video Game Therapeutics & More...

July 28th - August 11th, 2019

Slowdown In Leverage Loan Market, Property Prices In Niseko (Japan) & Micro-Mobility

July 14th - July 28th, 2019

Fed's Possible IR Cut, Geopolitics Of Outer Space, London Commuter Belt & More...

June 30th - July 14th, 2019

EU Debt & FX, Investing Into An Ageing Population, French Army Modernisation & More...

June 16th - June 30th, 2019

Black Gold, NASDAQ:TORC, SRCG:SW & More...

June 2nd - June 16th, 2019

Rare Earths and The Trade War, Renminbi Report & NASDAQ:VRTX

May 19th - June 2nd, 2019

Chinese Pork Prices, Microblogging In China, NASDAQ:BYND & More...

May 5th - May 19th, 2019

NASDAQ:GTB, Ripples In Global RE Market & Chinese Tariffs And The Australian Dollar

April 21st - May 5th, 2019

Smart Mining, NYSE:STNG & NYSE:TNK

April 7th - April 21st, 2019

Gold & Global Debt, The Shipping Industry, Cyber Security Pt 2 & More...

March 24th - April 7th, 2019

The Return Of The Oil Bull, Cyber Security, Bahrain & More...

March 10th - March 24th, 2019

Baijiu Is Starting To Takeoff & NYSE:TEO And Poor FX Hedging

February 24th - March 10th, 2019

Hedging In This Market & Palladium And Platinum

February 10th - February 24th, 2019

Recent Asset Allocation From Past Commentaries, Venezuela CDS, Display Technology & More...

January 27th - February 10th, 2019

USD's Immunity, Huya & Iqiyi, Graphene & The Gaming Industry

January 13th - January 27th, 2019

Thai Baht, The Future of LNG, Leveraged Loans & Fashion Industry During A Recession

January 1st - January 13th, 2019

China’s Debt Problem & EOG Resources Inc.