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 really. I wished I would 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. There are a few other interesting “research archive” style pieces on my LinkedIN for the curiouser. Rabbit holes for stumbling into.