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

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:

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
  • 3D Printers 
  • AI/ML
  • AR/VR 
  • Computing/Cloud Computing 
  • Digital Twins 
  • Factory Automation
  • IoT
  • Neuromorphic computing
  • Robotics
  • Bitcoin
  • Ethereum
  • DeFi
  • NFTs
  • DAOs
  • Token Economy
  • CBDCs
  • Battery Recycling
  • Battery Technology
  • Electric Vehicles
  • Energy Transition
  • Green Hydrogen
  • Microgrids
  • Smart Cities
  • Smart Grids/Transmission
  • Solar
  • Virtual Power Plants
  • Wind
  • Construction
  • Insurance
  • Lodging 
  • Maritime Shipping
  • Southeast Asia
  • Mobile Wallets
  • Digital Currencies
  • Autonomous Vehicles
  • Electric Aviation
  • Unmanned Aerial Vehicles/Drones
  • Cobalt
  • Copper
  • Lithium
  • Nickel
  • Rare Earth
  • Scrap Metals
  • Uranium
  • Computational Biology/Bioplatforms
  • Diagnostics
  • Gene Editing/Gene Therapies
  • Genome Sequencing
  • Healthcare Digitization
  • Life Extension
  • mRNA Bioplatform Revolution
  • Stem Cells
  • Synthetic Biology
  • Satellite Communication
  • Space Commercialization
  • Semiconductors
  • Hypersonic Missiles
  • Next-Generation Weapon Systems

China

  • Carbon-Neutral and Carbon-Intensive Portfolio              
  • Environment Nationalism
  • Hydropower
  • Ultra-High-Voltage (UHV)
  • Domestic Tourism Industry
  • From "Made in China" to "Designed in China"
  • Traditional Chinese Medicine (TCM)
  • Air Conditioners (AC)
  • Domestic Medical Equipment Makers
  • Drones
  • EVs and China Inverter Makers
  • Indigenous Aerospace Industry
  • Cancer Epidemic
  • China Dental Market
  • Homebody and Loneliness Industry
  • Pet Ownership
  • Telemedicine
  • Indigenous Software and IT Industry
  • Manufacturing and Productivity Tailwind
  • SOE and High-Dividend-Yielding Stocks

EU

  • European Union and Eurozone
  • European Monetary Policy
  • Nordic Countries
  • Italy
  • Southern Europe
  • Brexit
  • Scotland
  • Brain-Gain
  • Digital Nomads
  • 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

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.

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