A global team of analysts are continually probing, searching, questioning and “listening to the street.”
What I Learned This Week and its markets-driven sister publication What Are The Markets Telling Us? are the highly sought after results of that research.
Distributed every Thursday, What I Learned This Week (WILTW) offers clients a unique and actionable perspective of the world. It began as a vehicle for 13D Founder and Chairman Kiril Sokoloff to share his contrarian insights on the markets, global trends, and the lessons of history. Thirty-two years later, WILTW has morphed from a 2-page document highlighting a handful of themes into a 40+ page publication reflecting the diverse expertise of our global staff of analysts.
Among the themes we cover: Commodities, currencies, transformational and disruptive technologies, demographics, political & social trends, energy markets, agriculture & global food security, climate change, the rising global burden of debt, credit markets, the housing market, cyber security risks, the economic and social implications of AI, social media, entertainment and news, as well as country-specific analyses of China, Japan, India, the European Union, etc.
In addition to receiving our latest report, clients have access to the 13D library and archives, allowing them to conduct detailed searches of thousands of articles we have written over the last 32 years on a wide range of subjects, themes, industries and companies.
A weekly compilation of chart analysis, What Are The Markets Telling Us? (WATMTU) is designed to inform our readers 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; and time-sensitive, comprehensive chart and pattern analysis.
In addition to receiving our latest report, clients have access to the 13D library and archives, allowing them to conduct detailed searches of thousands of articles we have written over the last 35 years on a wide range of subjects, themes, industries and companies.
Many of our clients opt for a more personal relationship with the global 13D Research team. Regular calls can be scheduled to pose questions or glean greater understanding of our current themes or strategies. Analysts are always available to help run down ideas, brainstorm or visit on site with client teams.
13D hosts invitation-only conferences covering a broad range of topics, allowing clients to converge with a dynamic mix of thinkers sourced from across a wide spectrum of disciplines. These conferences draw their strength from the depth and thoughtfulness of many of 13D’s clients—a talent pool we consider among our greatest assets.
It is impossible to surpass 13D. Every week when I read it I learn something new on a subject that I know a lot about. And change my perspective on something that I know a lot about. You must employ fifty “50” freelancers around the world! You also are saying it IS different this time.
Many professional investors include What I Learned This Week from 13D Research among their highest-priority reading. Its discussions are big-picture and almost academic, but Kiril Sokoloff seems more likely than most to cover the big market-movers of tomorrow.
Howard Marks, CFA
Co-Chairman of Oaktree Capital
Kiril Sokoloff is a breath of pure, fresh investment oxygen. He is invaluable because he is an original thinker and is not afraid to take extreme views.
Global Investment Strategist