TPW Spending Supercycle Thesis Makes The FT, TPW Advisory Enters Substack Bestseller Ranks!
Wow, its a two fisted Monday and the Knicks game hasn't even started yet!
Greetings my fellow citizens of the Tri Polar World! Happy to share this excerpt from today’s FT & global business columnist Rana Foroohar highlighting our Supercycle work - note the FT graphics include our AI, Defense & Climate focus as well!
Happy to add that through all YOUR support we have just broken into Substack’s Bestseller ranks - BIG THANKS to all you TPW veterans & newbies alike!
Don’t forget this Friday’s Musings will include the launch of our Thematic 2.0 chart work! We continue to push our thinking & our investing forward and welcome all to join the ride.
Lets make this one free for all but just to be clear this Friday’s Thematic work will be for paying subscribers only!
Go, NY, GO!
https://www.ft.com/content/d91cf0b4-2ed6-47b6-a9b1-46f87c52efc1?shareType=nongift
Thanks Dan, appreciate all your support!
I really want to read this post as I have spent decades researching K-waves and from the first paragraph and the chart this looks like a different phrasing of something I agree with. But I am innundated with far more Substacks than I can keep up with, and those that I read I read on the computer, straight from my gmail account. You won’t let me “claim my free post” unless I “download the app.” Is there a way I can see the full post without adding apps and paid subscriptions?