Lucas Kohorst

@lucas

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4th Quarter Commentary January 2024

A perspective on historical economic eras and the implications for current market risks and investment strategies, with a focus on factors such as global trade, labor arbitrage, and the rise of China.

horizonkinetics.com

deaths from heart disease have already declined over 50%, and simple interventions like GLP-1 agonists have already made huge progress against obesity and diabetes.

Dario Amodei • Machines of Loving Grace1

A lot of times success isn’t determined by how you trade, but rather what you trade. As markets become increasingly thematic, baskets and stories (Uranium, Rare Earths) seem to be more powerful than ever