This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
Even a stopped clock is right twice a day, but given the massive investment we’ve made in our team this year – which now includes six full-time analysts, all with considerable pedigree – one would hope that we might be a little more consistent in our accuracy.
Seeking evidence of that, we look back at a year of thoughtful theories, clever ideas, spurious hypotheses and downright quack suppositions that, together, form the mass of our thematic research and highlight the articles which, in the views of the team, have stood up best to the tests of time and reality.
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