From the Editor-in-Chief

Memos and Long/Short.

A considered view of markets and the economy every quarter, and every month the books, films, documentaries and ideas we are long and short. Some pieces are reserved for readers who share The Brief with colleagues.

Quarterly memos

A longer, more considered view of markets and the economy, once a quarter.

Q3 2026

The Ground Is Shifting Beneath Our Feet

Inflation, Oil Prices, Bond Yields and the One Brick Holding Markets Together

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Monthly Long/Short

The books, films, documentaries and ideas we are enjoying and recommending this month, and the ones we would skip. Recommendations, not stocks.

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