Research Roundup April 1st

April 1, 2024

3:58 PM PT

Olympia, WA

Here is another edition of the research roundup for everyone. The research roundup is a compilation of some of the most interesting (free) content I consume. My plan is to publish an edition of the research roundup once or twice a month dependent on the quality and quantity of content that comes out. I’ll call this publication the research roundup until I come up with a more clever name.

The first piece of content comes from Russell Clark. I have been subscribed to Russell Clark’s Substack for a while, and he always produces incredibly insightful content. Many of his posts are behind a paywall, but he has free posts every once in a while that are insightful as well.

In this piece, he presents some interesting thoughts on big American corporates and whether political dynamics might upend their dominance in the coming years. Key quote – “I suspect that small business optimism is falling because corporate price increase by American cartels are extreme. In this case collapsing business optimism is not deflationary, but inflationary.”

Louis Vincent-Gave is another interesting voice in finance and economics. In this video, he addresses the implications of banning Tiktok. He believes it is another domino to fall that is altering foreign investment dynamics.

Richard Bernstein, founder of Richard Bernstein Advisors, wrote about how an industrial renaissance appears to be coming down the line for the US. This could be a notable investment theme.

Key chart:

Harris Kupperman from Praetorian Capital shared an interesting blog by YWR that contrasts the US’s current situation with that of the lead up to the French Revolution. It’s a somewhat long read and might be a little on the extreme side, but it’s very thought provoking.

That’s all for now. Thanks for reading! Also, feel free to shoot us any thoughts or questions. We’re always interested in hearing what people have to say.

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