Truth & Beauty Newsletter

Of Blind Men & Elephants – Notes from China

As a strategist, one can no longer assemble a coherent world view without taking a view on China – not just the world’s second largest economy, but the world’s first-largest source of economic growth and commodity demand. The secular rise … Continue reading

Posted in Global Macro, Newsletter | 2 Comments

Death Wish II

T&B rides again! We are living in exceedingly interesting times, and T&B has recently enjoyed a role as spectator to the ambient madness. That said, the plethora of truly clueless commentary in the media has spurred us once again to … Continue reading

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Greek Crockery

In our last paper, we suggested a few fairly opportunistic trades, including a long gold/short silver idea which worked out nicely indeed – alas, between the start of the drafting, and the time we finally managed to release the report, … Continue reading

Posted in Global Macro, Newsletter | 1 Comment

The “Idiots” Issue

Whenever one of our peers declares that he is “at a loss for words” you can be certain that a veritable torrent of verbiage is set to pour forth. We – on the other hand – have more words than we … Continue reading

Posted in Global Macro, Newsletter | 3 Comments

Trading Strategies for the Apocalypse

Writing “A Hard Rain (is gonna fall)” Bob Dylan said that the ideas came flooding in – there was no time to think each one through – each line could have been a title of a whole new song. Trying to finalize … Continue reading

Posted in Global Macro, Newsletter | 5 Comments