Why Thematic Markets?

Thematic Markets presents Marvin Barth’s differentiated framework for understanding the world around us, particularly its markets and political economy. The human experience, especially market and political behavior, is driven by narratives or themes. Identifying the themes that matter requires a framework grounded in logic and Economic theory. Thematic Markets is not commentary, but rigorous research informed by Marvin’s three decades in markets and policymaking at the Fed, Treasury, BIS, major banks, and asset managers. The enduring shelf-life of my analyses and its track record of success are testament to the thematic approach. Put yourself ahead of the consensus today by subscribing.

Amid information overload, a true value add

Strategic insight, not commentary: I write when I have insights, not because the calendar has turned, and my views do not change with every headline or market gyration. Subscribers receive my notice of new articles automatically and do not have to worry about missing a single insight.