Conversation

Centralized campaigns of inspiration; Proust; rejecting complacency and decadence; the pandemic in Beijing; brown sauce; riding a bike; rejuvenation.

Why

@rorysutherland

's concept of Alchemy is so blindingly important:

thekcpgroup.com

Insights from "Alchemy."

The 2020 letter from

. One of the best calls I've ever seen in anticipating the Chinese regulatory crackdown.

danwang.co

2020 letter | Dan Wang

Network flows:

's amazing paper Liquidity Cascades:

blog.thinknewfound.com

Liquidity Cascades: The Coordinated Risk of Uncoordinated Market Participants - Flirting with Models

This paper is unlike any research we’ve shared in the past. Within we dive into the circumstantial evidence surrounding the “weird” behavior many investors believe markets are exhibiting. We tackle...

Balanced Sheets | Alex Williams

Global Capital Flows- the most interesting macro theory I've encountered by

@michaelxpettis

and

@M_C_Klein

phenomenalworld.org

A review of Michael Pettis and Matthew Klein's TRADE WARS ARE CLASS WARS.

Value Hive Transcripts: Dan McMurtrie

Mandate arbitrage in market flows by some dude

@SuperMugatu

on an obscure podcast.

macroops.substack.com

For Those That Prefer The Written Word ...

Dennis Lynch - Delivering Alpha in Adapting Markets

GICS misclassification as a source of alpha via

@joincolossus

joincolossus.com

Dennis Lynch is the Head of Counterpoint Global, where he oversees more than $100bn in AUM. We cover Dennis's unique approach to building a research team, how misclassification of companies often...

The Attention Span. “Picking Fights.”

My attempt to unpack A Treatise on Efficacy:

thekcpgroup.com

I’ve been extremely fortunate to spend well over a decade interacting with and studying the world’s best businessmen, investors and strategists. While I wish I could say I possess any of their traits...

Gavin Baker: «The One Thing That Matters Is Inflation»

Understanding the propensity of systems via

@GavinSBaker

themarket.ch

Gavin Baker, founder of Atreides Management, sees inflation setting the tone for financial markets. The influential tech investor says what rising prices would mean for the sector, what's next for...

WHITE PAPER: The Knall/Cohen/Pence Group | Responsible Approaches to Sustainable Investing

My ESG White Paper- Navigating the Nonsense.

thekcpgroup.com

Phew. Wow I steal A LOT. Fin.

Cedric Chin

@ejames_c

Replying to