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Among professional investors, Kiril Sokoloff is well known for his ability to identify major trends early on in their development cycle. For this reason his views are some of the most sought out in the world of finance. Since 1983 he has been sharing his thoughts about markets and more at the firm he founded, 13D Research, via its weekly report, What I Learned This Week. In this episode, we discuss his research process, how he goes about identifying these major trends and his current views about markets and economies around the world. Read What I Learned This Week at Follow 13D on twitter @WhatILearnedTW.

  • Long-term chart of the dollar index at
  • US-German 2-year yield spread chart via @lisaabramowicz1
  • A contrary opinion on Japan at
  • Long-term chart of the Tokyo Nikkei Average at
  • The regulatory case against tech giants (continued) at
  • Walmart’s late-mover advantage at
  • The Art of Contrary Thinking by Humphrey Bancroft Neill at
  • A Bubble That Broke The World by Garet Garrett at
  • Lords of Finance by Liaquat Ahamed at