Updates

  1. Search groups its results by kind: people, companies, geographies, subjects, topics, books, funds, fund letters and papers.
  2. The Books table lists who recommended each book by name, and the browser tab names the section you are in.
  3. Feedback can take a screenshot of the page, or one you paste or choose, and opens in the corner beside Updates.
  4. Each rail button reopens its section where you left it, and Browse, Table and People show on every book and subject page.
  5. Filters grey out choices that hold nothing instead of hiding them, and Books › People filters by authors or recommenders.
  6. Feedback takes a subject line and up to three screenshots.
  7. Biographies are grouped by the person they are about: 41 new pages, from Abraham Lincoln to Lee Kuan Yew.
  8. Sport splits into 23 sports, and Religion into one topic per faith.
  9. Book lists show as cards: the cover, one recommendation quote and every recommender by name.
  10. Seventeen subjects that had two or three pages under different names now have one page each.
  11. Every page lists its Experts as authors and recommenders, with a link to them on the Experts tab.
  12. Economics, Financial history, Financial panics and Accounting are subjects of their own, with one page per financial crisis.
  13. Book, person and subject pages open inside the app, so the tabs stay in view.
  14. 996 more book covers, and photographs or logos for 227 more people and companies.
  15. Books › Browse shows every subject as cards, and the rail holds Fund letters, Papers, Experts, Books and Funds.
  16. Every topic over 150 books splits into narrower topics, each with a page of its own.

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Secular themes

16 secular themes, 1 business theme and 1 topic holding 247 books. Each opens its own page with its books, tier first, and the people who recommend them.

Ageing Demographics and Healthcare DemandThe most reliably forecastable secular trend there is, and the hardest to turn into a clean investment.10 books
Artificial IntelligenceThe current dominant capital-allocation story, spanning technical capability, economic displacement and control risk.64 books
Commodity SupercyclesDecade-long swings driven by underinvestment and demand shocks; the capital cycle in its purest form.6 books
Defence SpendingA government-budget cycle rather than a market cycle.8 books
DeglobalisationTariffs, sanctions and security screening reversing four decades of integration.10 books
Demographics and Population DeclineFalling fertility as the slowest-moving and most confidently forecastable input to long-run returns.10 books
Electrification and the GridTransmission, interconnection queues and utility capital plans as an investable consequence of electrification.6 books
Energy Transition and DecarbonisationThe largest capital-spending theme of the decade, and the physical constraints that decide how fast it can actually go.22 books
ESG and Sustainable InvestingThe claim that environmental and social externalities are financially material, and the sustained argument over whether it holds.9 books
Financial Repression and Debt CyclesHolding real rates below growth to inflate away debt, and the long credit cycles that make it necessary.8 books
Money, credit and inflationHistories of money, gold, interest rates, credit, central banks, sovereign debt and hyperinflation.58 books
Nuclear and UraniumA deeply cyclical fuel market and a construction industry with a poor cost record, both now attached to a decarbonisation and data-centre demand…7 books
Obesity Drugs and GLP-1A theme barely three years old, so the book literature is almost nonexistent.3 books
Reshoring and Supply Chain RelocationIndustrial policy, subsidy and security anxiety pulling production back or nearer; a capital-spending theme rather than a returns theme so far.8 books
Sovereign debt and defaultGovernments have defaulted for eight centuries and will again; the literature is now data-driven as well as narrative.10 books
Space EconomyLaunch costs fell by an order of magnitude and a small investable sector appeared.9 books
UrbanisationThe move to cities as a driver of property, infrastructure and consumption demand, and the agglomeration economics behind it.10 books
Water ScarcityWidely discussed as a theme and hard to express as an investment, since most water is priced politically.8 books

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