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CHG Issue #212: Understanding...sigh...Trump
It's not about ideology
Jan 12
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Joshua Myers, CFA
1
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2025 Macro Story
Our annual review of the stories the macro markets told in the year just past
Jan 5
•
Joshua Myers, CFA
2
CHG Issue #211: Living the Questions in a World Obsessed with Answers
On the difference between Living reality and Controlling it
Dec 15, 2025
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Joshua Myers, CFA
1
2
CHG Issue #210: Barbarians Blowing Bubbles
and the unfolding transformation of the capital formation process
Dec 8, 2025
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Joshua Myers, CFA
CHG Issue #209: India and China
The realization of China's decline is best seen in the emergence of India
Dec 1, 2025
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Joshua Myers, CFA
1
CHG Issue #208: The Return of a Multi-Polar World
Looking at the emergence of Europe and Japan through the lens of our new macro framework
Nov 24, 2025
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Joshua Myers, CFA
1
CHG Issue #207: It's Always Different This Time
Building the model for the next secular cycle
Nov 17, 2025
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Joshua Myers, CFA
1
CHG Issue #206: FIRE
The mounting signs that financial asset outperformance is coming to an end
Nov 10, 2025
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Joshua Myers, CFA
1
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