2017

On June 25th WATMTU issue, we wrote that investor confidence in the US energy sector was at a multi-decade depressed extreme. WTI oil advanced nearly 50% in the following six months and the US oil services index (OSX) has surged nearly 35% from its August low.

Trusted.
Independent.
Contrarian.

13D's global team identifies the trends, contagions, innovations, and events that shape business models and dominate investment returns.

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Early 90's

The 13D Team declares China the “Premier Investment Opportunity of the 1990s.”

Trusted.
Independent.
Contrarian.

13D's global team identifies the trends, contagions, innovations, and events that shape business models and dominate investment returns.

Trial

1997

The 13D team recognizes “we are on the cusp of unprecedented creative destruction”.

Trusted.
Independent.
Contrarian.

13D's global team identifies the trends, contagions, innovations, and events that shape business models and dominate investment returns.

Trial

The latest from our experts

The cannibalizing effect of share buybacks. Are there parallels with Japan’s bubble years?

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The destabilizing truth of the retail apocalypse: it’s more about inequality than e-commerce.

The destabilizing truth of the retail apocalypse: it’s more about inequality than e-commerce.

The cratering of middle-class spending power is driving retail bankruptcies.

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China, Russia and the U.S. are running neck-and-neck in an AI military arms race.

China, Russia and the U.S. are running neck-and-neck in an AI military arms race.

As software eats the world, a dramatic shift is underway in both the technology and the doctrine of war

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The four greatest investment calls

From the last 25 years of the twentieth century
1

Being among the first to see supply-side economics coming in 1977, which became the basis for Reaganomics and launched the boom of the last 30 years.

2

Being among the first to see the beginning of disinflation and the peak in interest rates and inflation in 1982 and authoring the first and best book on the subject, Is Inflation Ending? Are You Ready?

3

Being one of the earliest to see the incredible potential of the rise of China and in March 1992, authoring China Awakens: The Premiere Investment Opportunity of the 1990's and co-founding the first pure Asian hedge fund.

4

Seeing the immense significance of the Internet and co-founding in 1994 one of the first pure technology funds.

Could you be part of the fifth?