Thoughts on how to live, the limits of knowledge, our relationship with technology, and finding meaning in a confusing and noisy world. Also on writing. New pieces when they're ready.
Citrini Research provides insight on thematic equity investing, global macro trading with cross-asset, lateral thinking. My promise: you’ll never have to ask “what’s the trade?”.
Energy, finance, and the economy at-large | Enter your email address below to receive free previews of new articles | Click through to our About page for pricing and FAQ.
Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.
A collaboration between Open Square Capital, an asset management firm with a thematic investment approach, and HFI Research, a market leading energy research service.
Practical, jargon-free description of what is going on in international affairs and financial markets that ties directly to my asset allocation, with full transparency into my wins and losses.
An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.