Services - 13D Research & Strategy

Knowledge is a competitive advantage and we want to share it.

13D offers a complete package, time-tested over 38 years, that will help you see and understand where the markets are heading.

The package includes:

Current research and analysis of market themes—delivered twice weekly in our newsletters
Archives of 4 decades of research—including how the stocks we have recommended have performed

Digital content to continue your education—including podcasts and interviews
Access to our global analyst team—for specific questions and guidance when you need it

The Publications

What I Learned This Week

Every Thursday (Friday Asia) you will receive our 40+ page newsletter, “What I Learned This Week,” highlighting a handful of themes that reflect the diverse expertise of our global staff of analysts. Our in depth research, analysis, and recommendations are designed to increase the depth and breadth of your market knowledge and highlight themes no one else is talking about. Everyone is born curious, but many outgrow it; 13D strives to keep our readers curious. In addition to our investment themes, we occasionally shed light on more personal matters, such as health, personal development, societal dynamics, and interpersonal relationships.

What Are the Markets Telling Us?

Every Sunday (Monday Asia) you will receive our weekly compilation of chart analysis, “What Are the Markets Telling Us?” designed to inform you on developing shifts in intermediate- and longer-term market trends.

Among the insights WATMTU provides:

Interpretation of key emerging trends, sector shifts and various inter-market ratios of long/short positions
Relative strength measures
Time-sensitive, comprehensive chart and pattern analysis

Themes We Cover

Global

5G and Next Generation Wireless
Cyber Security
Demographics & Millennial Politics
Geopolitics/MENA
Gold and Gold & Silver Miners
Public Health and Pandemics
Quantum Computing & Security
Reconfiguration of Supply Chains
Water
Web 3.0 and the Metaverse
Women in Politics & Wealth Inheritance

Automation/Digitization

Blockchain and Crypto

Clean Energy, ESG & Circular Economy

Disruption of Old-Line Industries

Construction
Insurance
Lodging
Maritime Shipping

E-Commerce & Fintech

Southeast Asia
Mobile Wallets
Digital Currencies

Future of Transportation

Autonomous Vehicles
Electric Aviation
Unmanned Aerial Vehicles/Drones

Green Metals

Longevity/Genomics/Gene Sequencing

Space Race

Satellite Communication
Space Commercialization

Tech Arms Race

Semiconductors
Hypersonic Missiles
Next-Generation Weapon Systems

China

China ESG

Carbon-Neutral and Carbon-Intensive Portfolio
Environment Nationalism
Hydropower
Ultra-High-Voltage (UHV)

Chinese Culture

Domestic Tourism Industry
From "Made in China" to "Designed in China"
Traditional Chinese Medicine (TCM)

China Manufacturing

Air Conditioners (AC)
Domestic Medical Equipment Makers
Drones
EVs and China Inverter Makers
Indigenous Aerospace Industry

Loneliness and Demographics

Cancer Epidemic
China Dental Market
Homebody and Loneliness Industry
Pet Ownership
Telemedicine

TFP Enhancement

Indigenous Software and IT Industry
Manufacturing and Productivity Tailwind

Deep Value and High-Dividend-Yielding Stocks

SOE and High-Dividend-Yielding Stocks

European Union and Eurozone
European Monetary Policy
Nordic Countries
Italy
Southern Europe

U.K.

Brexit
Scotland

Central and Eastern Europe

Brain-Gain
Digital Nomads

Germany

Decarbonizing Industry
Fiscal Debt-Brake
Rise of the Green Party

Macro Themes

Commodities
Currencies
Global Asset-Allocation Shift
Inflation/Deflation
Inflation-Sensitive and Cyclical Markets
Monetary Policy Trends
U.S. Fiscal and Financial Position

Knowledge is a competitive advantage and we want to share it.

13D offers a complete package, time-tested over 38 years, that will help you see and understand where the markets are heading.

The package includes:

The Publications

What I Learned This Week

What Are the Markets Telling Us?

Among the insights WATMTU provides:

Themes We Cover

The industry's best-kept secret is that 13D is so much more than just a newsletter. It's the industry's most powerful brain trust.

Barbara-Ann Bernard, CEO/CIO Wincrest Capital and the Energy Transition Fund, 13D client for 20 years.

Single most prescient source of long-horizon macro developments and themes available in policy, academic and financial circles.

Daniel J. Arbess, Founder, CEO and Chief Investment Officer at Xerion Capital.

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Barbara-Ann Bernard, CEO/CIO Wincrest Capital and the Energy Transition Fund, 13D client for 20 years.