Themes

Cryptocurrencies
9/15/2017: Is There a Cryptocurrency Bubble? Just Ask Doge.
9/8/2017: The Unparalleled Explosion in Cryptocurrencies
8/30/2017: Hedge funds are cashing in on bitcoin mania — there are now 50 dedicated to cryptocurrencies
8/23/2017: Middle America Is Crazy in Love With Bitcoin
7/27/2017: Bankers Ditch Fat Salaries to Chase Digital Currency Riches
6/23/2017: Easiest Path to Riches on the Web? An Initial Coin Offering

 

China
7/15/2017, reading: Malmgren on China’s OBOR and Its Impact on International Security
6/30/2017, video: Kyle Bass: Our relationship with China has taken 'major step' for the worse
6/28/2017, video: China Beige Book: China's economy is significantly better than a year ago
6/28/2017, reading: Tencent Dominates in China. Next Challenge Is Rest of the World
6/26/2017, reading: China Debt Squeeze Has Moody's Awaiting First Local Default
6/12/2017, video: Steen Jakobsen: 60% Probability Of Recession In The Next 18 Months
2/27/2017, reading: Liberty Street Economics (NY Fed): China’s Continuing Credit Boom 
6/22/2017: The $100 Billion City Next to Singapore Has a Big China Problem
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"
Dan Bell's "Dead Malls" Series on Youtube

9/18/2017: Filing ‘Chapter 22’ Becomes Enticing Option for Ailing Retailers
8/8/2017: If Retail Is Dying, Why Is Money Pouring Into Malls?
7/31/2017: Supermarkets Face a Growing Problem: Too Much Space
7/29/2017: An Ode to Shopping Malls (NYT)
7/5/2017: Mall Tour 2017 (Part 2) (Adventures in Capitalism blog)
6/25/2017: Mall Tour 2017 (Part 1) (Adventures in Capitalism blog)
7/3/2017: FT: Aldi and Lidl step up battle with US grocers
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
8/13/2017: Hertz - The Final Nail in the Coffin
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)

 

"Big Tech"
9/8/2017: stratecher: Everything Is Changing; So Should Antitrust
7/27/2017: Scott Galloway on the Big Four: Apple, Amazon, Facebook, and Google
6/26/2017: stratechery: Ends, Means, and Antitrust (on Google's EU antitrust fine)

 

Family Offices
7/27/2017: Wealthy Families Invest Less in Buyout Funds to Do Own Deals
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