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What is the Market Thinking?

Gavekal

Louis-Vincent Gave

Markets

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May 2026
Evergreen Gavekal explores why equities are rallying despite rising oil prices and geopolitical stress, suggesting markets may be looking past near term risks.

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Markets
May 2026
Evergreen Gavekal explores why equities are rallying despite rising oil prices and geopolitical stress, suggesting markets may be looking past near term risks.

Gavekal

Louis-Vincent Gave

The Latest

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The Intramonth Momentum Cycle

Daniel Nathan

Momentum

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May 2026
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Leveraged Finance Newsletter Q1 2026

William Blair

Alternative Assets

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May 2026
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M&A Spotlight: Megatrends supersede war fears

Deutsche Bank

Luke Templeman, Galina Pozdnyakova

Markets

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May 2026

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Past Editions:

Newsletter #1

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Curated Podcasts

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AI

Ep.56

#58 The Chart Guy – $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries
  • 04.16.2026
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Global Macroeconomics

Ep.36

How should I be positioned? with Jeffrey Sherman (DoubleLine) and Jason Draho (UBS CIO)
  • 04.11.2026
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Miscellaneous

Ep.67

The Trial of the Driverless Car
  • 03.26.2026
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Global Macroeconomics

Ep.36

The Big Macro Force That’s Been Driving Stocks Higher for Years
  • 04.11.2026
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Miscellaneous

Ep.62

The Psychology of Market Champions: Inside the Minds of Point 72 & Citadel Portfolio Managers | Dr. Gio Valiante
  • 03.31.2026
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Asset Allocation

Ep.77

Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625
  • 04.03.2026

Editor’s Picks

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Layered Uncertainty: Conflict, Credit Stress, and AI

PIMCO

Market Outlooks

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Mar 2026
PIMCO’s latest Cyclical Outlook explores why dispersion is rising and how investors may build resilience through quality, liquidity, and diversification.

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Market Outlooks
March 2026
PIMCO’s latest Cyclical Outlook explores why dispersion is rising and how investors may build resilience through quality, liquidity, and diversification.

PIMCO

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Markets
The Short and Long | 2026 Q2 Macro Investment View
Apr 2026

Citi

Kate Moore

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Alternative Assets
The State of US Private Equity Report
Apr 2026

Gain

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Market Outlooks
2026 credit market outlook: This side of paradise
Apr 2026

Carlyle

Jason Thomas, Mark Jenkins

The information contained in this communication is of a general nature for informational purposes only, and does not constitute financial, investment, tax or legal advice. The information contained within this communication reflects the opinions of those referenced herein, and do not reflect the opinions of The Idea Farm, L.P. and its affiliates. Such opinions expressed herein are as of the date of production and are subject to change at any time without notice due to various factors, including changing market conditions or tax laws. Where data or information prepared by third parties is presented, no representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by The Idea Farm, L.P. or any other person. While such sources are believed to be reliable, The Idea Farm, L.P. does not assume any responsibility for the accuracy or completeness of such information and does not undertake any obligation to update the information contained herein as of any future date. Any links to third party websites are offered only for use at your own discretion. The Idea Farm L.P., and its affiliates, are separate and unaffiliated from any third parties listed herein and are not responsible for their products, services, policies or the content of their website. All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referenced directly or indirectly in this communication will be profitable, perform equally to any corresponding indicated historical performance level(s), or be suitable for your portfolio. Past performance is not an indicator of future results.

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