2020 research

2020 Annual Investor Letter

Reflecting on the past year & looking forward into the future

November 29th - December 13th, 2020

Global Energy Mix & Gazprom, Cyclical Stocks & Chewy Inc.

November 15th - November 29th, 2020

The US's Retail Apocalypse, Cannabis Sector, Materials Sector & More...

November 1st - November 15th, 2020

State Of The Global Economy, COVID-19 Vaccine Distribution & Biotech Sector

October 18th - November 1st, 2020

Notes On The Recent SPAC Boom

October 4th - October 18th, 2020

Mining Industry & COVID-19, Materialise (NASDAQ:MTLS) & Unity Software

September 20th - October 4th, 2020

Chargepoint IPO & Align Technology

September 6th - September 20th, 2020

2000 Dot-com Bubble, Defense Sector, Palantir IPO & More...

August 23rd - September 6th, 2020

Commodities Rush & Regenerative Medicine

August 9th - August 23rd, 2020

Fed Revives Junk Bond Buying Spree & Enterprise Products

July 26th - August 9th, 2020

Euro/USD & Hydrogen Fuel Cells

July 12th - July 26th, 2020

Airline Stocks, 3D Printing, Sysco & Gold

June 28th - July 12th, 2020

China Rally, Wearable Medical Tech & NFLX And Its Growing Competition

June 14th - June 28th, 2020

USD At Risk Of Losing Reserve Currency Status, UK Food And Beverage Industry, CRE Crisis & More...

May 31st - June 14th, 2020

The Growing Disconnect Between The Stock Market And The Economy, Shipping Industry & More...

May 17th - May 31st, 2020

COVID-19 & Cybersecurity

May 3rd - May 17th, 2020

Italian Sovereign Debt, The Future of Luxury Fashion & Auction-Driven Markets

April 19th - May 3rd, 2020

Australia's Recession, Truth About The USO ETF & NASDAQ:ZM

April 5th - April 19th, 2020

Corporate Socialism, Contrarian Investing With COVID-19 & The UK Real Estate Industry

March 22nd - April 5th, 2020

Credit Market Behaviour, COVID-19 & Labour Markets, Oil Markets & More...

March 8th - March 22nd, 2020

COVID-19 Risks Part 3, Gold, The Russian Ruble & More...

February 23rd - March 8th, 2020

6-Month Position Tracker, COVID-19 Risks Part 2, Mining Industry & More...

February 9th - February 23rd, 2020

US REIT Market & 5G, NASDAQ:EQIX & Palladium Analysis

January 26th - February 9th, 2020

5G Revolution, BIT:ENEL, Smart Materials & Balancing COVID-19 Risks

January 12th - January 26th, 2020

GPA/Companhia Brasiliera De Distribuicao, EU Banks Struggle & Cosmetic Surgery Stocks

January 1st - January 12th, 2020

China Embracing The World, JPY: The Currency for 2020 & Iran - US Tensions

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