AN UN-RETOUCHED ARCHIVE OF THE HISTORICAL IDEA MIX -

This is so old … but was sent for years to 100 top hedge funds, back when I looked for jobs. I never changed a line. I wished I had paid more attention to my best ideas below, like “hunt the bubble”. I also note our work saw US technology dominance, Oil collapse, Commodity bust, and European deflation as major consistent themes. (these comments circa 2015, email info@ for a 2020 Research Highlights packet). There are a few other interesting “research archive” style pieces on my LinkedIn for the more curious. Rabbit holes for stumbling into.