Category: Macro | MOI Global

MOI Global | The Membership Community of Intelligent Investors

October 1, 2022 Thought Exercise: Explaining the Global Macro Situation to a Martian Read More

April 15, 2022 Konoike Transport: Attractively Valued Outsourcing Services Provider Read More

January 5, 2022 Value-Oriented Investing in the Sustainability Revolution Read More

October 10, 2021 Contrarian Investment Opportunities for Uncertain Times Read More

September 21, 2021 A Change in How Central Bankers Communicate Would Be Beneficial Read More

July 16, 2021 Robert Mullin on the Investment Case for Commodity Companies Read More

June 17, 2021 Dan Rasmussen on Countercyclical Asset Allocation Read More

April 14, 2021 Max Hu’s Annual China Macro Update + Unity Software Thesis Read More

April 6, 2021 Post COVID: More Inequality, More Grievances, More Debts Read More

October 15, 2020 Twenty Years After the Original Tech Bubble: Techno Party 2 Read More

July 28, 2020 Portfolio Management and the Presidency Read More

July 8, 2020 The Dam Has Broken Read More

June 28, 2020 Stanley Druckenmiller on the Investment Landscape Amid COVID Read More

November 30, 2019 China Investing Trip: Sean Stannard-Stockton’s Takeaways Read More

November 30, 2019 China Investing Trip: Felix Narhi’s Takeaways Read More

November 1, 2019 Not Your Father’s Developed Markets Buyout Environment Read More

September 19, 2019 Charles de Vaulx on Value Investing in a Changing World Read More

April 6, 2019 The Housing Opportunity in India Read More

March 28, 2019 The Marvelous Mr. Market Read More

March 21, 2019 Howard Marks on Balancing Offense and Defense Read More