2017

On June 25th WATMTU issue, we wrote that investor confidence in the US energy sector was at a multi-decade depressed extreme. WTI oil advanced nearly 50% in the following six months and the US oil services index (OSX) has surged nearly 35% from its August low.

Trusted.
Independent.
Contrarian.

13D's global team identifies the trends, contagions, innovations, and events that shape business models and dominate investment returns.

Trial

Early 90's

The 13D Team declares China the “Premier Investment Opportunity of the 1990s.”

Trusted.
Independent.
Contrarian.

13D's global team identifies the trends, contagions, innovations, and events that shape business models and dominate investment returns.

Trial

1997

The 13D team recognizes “we are on the cusp of unprecedented creative destruction”.

Trusted.
Independent.
Contrarian.

13D's global team identifies the trends, contagions, innovations, and events that shape business models and dominate investment returns.

Trial

News Alert

13D launches the ‘Kiril Sokoloff Interview Series’ on Real Vision TV.

13D Chairman & Founder Kiril Sokoloff gives an exclusive insight into the minds of some of the most significant global leaders. Watch the first in the series with Ronnie C. Chan, Hong Kong’s leading property developer.

Insights from 13D

Kiril Sokoloff interviews Ronnie C. Chan on Real Vision TV

Kiril Sokoloff sits down with Ronnie C. Chan, Chairman of Hang Lung Group Limited in the first of a series of exceptional interviews for Real Vision.

What's happening at 13D

13D’s Asia Conference – 24 April, 2018, Hong Kong

13D’s Asia Conference – 24 April, 2018, Hong Kong

Watch the live event on the most important geopolitical theme of the decade

The latest from our experts

Here we are doing something that almost seems like a suicide mission…increasing the size of the deficit while we’re raising interest rates.

“Here we are doing something that almost seems like a suicide mission…increasing the size of the deficit while we’re raising interest rates.”

with the personal savings rate at 2.8%, the margin for error is getting thinner at a dangerous time.

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Is it time to worry that the boom in global megacity housing prices could turn into a bust with a potential contagion across the global economy?

Is it time to worry that the boom in global megacity housing prices could turn into a bust with a potential contagion across the global economy?

“The risk of a real estate bubble in top global cities has increased significantly in the past five years.”

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Will quantitative tightening be inflationary (continued)?

Will quantitative tightening be inflationary (continued)?

When the purchasing power of the U.S. dollar erodes, it will become less attractive to own.

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Four of the Greatest Investment Calls of the Past 40 Years

1

Being among the first to see supply-side economics coming in 1977, which became the basis for Reaganomics and launched the boom of the last 40 years.

2

Being among the first to see the beginning of disinflation and the peak in interest rates and inflation in 1982, and authoring the first and best book on the subject, Is Inflation Ending? Are You Ready?

3

Being one of the earliest to see the incredible potential of the rise of China, and in March 1992, authoring China Awakens: The Premier Investment Opportunity of the 1990s and co-founding the first pure Asian hedge fund.

4

Seeing the immense significance of the Internet and co-founding in 1994 one of the first pure technology hedge fund.

Will you be part of our next great call?