Archives

A 2 Vol series covering two books with powerful ideas investors need to think about for this decade and beyond… In the 1st leg of this mini-series (Read it here) I made the point that we have [...]

A 2 Vol series covering two books with powerful ideas investors need to think about for this decade and beyond… At the risk of getting into trouble with our wonderful legal and compliance team I [...]

Emerging markets have been rising for a while – They are populated by billions of young people with smart phones who have already leapfrogged over TradFi to FinTech, DeFi is just a swipe of a [...]

To understand the World, you must understand the trends in technology and innovation that has brought us to this point and that will carry us to the next plateau. In the summary of Carlota [...]

In our Strategic Thought piece titled; ‘Enter the (de)basement’ from December 2020 ( https://www.thestrategicfunds.com.pr/enter-the-debasement/ ) I wrote: “The bad news: debasement is baked into [...]

Our Digital Asset Research Team shares an overview of developments in the crypto world during the last 8 weeks in this week’s Strategic Perspective. The digital asset sphere was marked with [...]

A generational shift is powering a significant wealth transfer…First to women & then the younger generations. In this week’s Strategic Perspective, we explore the demographic forces driving a [...]

“The law of unintended consequences is the only real law of history.” – Niall Ferguson. Humans navigate a nonlinear reality with a disposition for the linear. As we have evolved, we tend to build [...]

CRYPTO TRENDS: In this week’s edition Sune Hojgaard Sorensen, our Managing Director, takes a look at what’s been happening in the fast-evolving Crypto Sphere recently.  The crypto market has [...]

Macro Trends:  In this week’s edition Jacob Shapiro, our Global Macro Adviser, takes a look at lumber. It seems like everywhere you turn there is a new headline prophesying an imminent [...]