Themes

 

China
5/2/2017: PIMCO: A Less ‘Impulsive’ China: Bracing for Lower Growth
6/16/2017: Kyle Bass still short yuan, says China credit bubble 'metastasizing'
6/13/2017: "Destined for War" Book Event: Graham Allison and Niall Ferguson
5/31/2017: ‘Ghost collateral’ haunts loans across China’s debt-laden banking system
5/27/2017: Why Are Middle Class Chinese Moving Their Money Abroad? 
5/24/2017: China’s Ratings Downgrade, Explained (NYT)

 

Retail (Decline of Brick & Mortar)
Interactive Map: "Vacant New York"

6/6/2017: Up to 25% of U.S. shopping malls may close in the next five years, report says
5/23/2017: 13D Research: The U.S. retail apocalypse is worse than advertised.
5/17/2017: Germany's Lidl to price groceries up to 50 percent below U.S. rivals
4/22/2017: Brick-and-Mortar Stores Are Shuttering at a Record Pace
4/21/2017: Amazon and Walmart are in an all-out price war that is terrifying America’s biggest brands
4/18/2017: Scott Galloway - How Amazon is Dismantling Retail
4/16/2017: Is American Retail at a Historic Tipping Point?
4/3/2017: Jason Mudrick Says Retail Is a Mess, to Say the Least

 

Automotive
5/21/2017: Used Vehicle Values - The Perfect Storm

 

US Consumer
6/16/2017: New data: Inequality runs even deeper than previously thought

 

Credit Markets
6/1/2017: US Leveraged Loan Default Rate Dips to 1.29%, Shadow Default Rate Inches Up

 

Volatility
5/4/2017: Low Volatility and the Risks of Crowded Trades

 

Canada's Real Estate Boom
Grant's 2016 Conference: Marc Cohodes at the Grant's Fall 2016 Conference (short HCG CN, EQB CN)

 

Family Offices
5/26/2017: Rich Families Go Solo on Deals, Moving Away From Private Equity
4/27/2017: Advisers to the Ultra-Rich Try to Treat Art as Just Another Asset (Bloomberg)

 

Innovation
6/10/2016: Andreessen Horowitz: AI and Machine Learning Primer