About Us
Bretton Woods Research, LLC is a macroeconomic research firm that analyzes the political economy from a classical economic framework. We assess fiscal, monetary and regulatory policy as well as political and geopolitical currents to identify economic catalysts and investment opportunities and risks.
We provide a singular, coherent, and compelling framework with which to interpret and anticipate macro events in the global economy. Clients often remark that the unique, big picture perspective that we offer has been 'like a compass' and an invaluable part of their investment decision process.
For recent market calls click here. For a highlight of BWR calls over the years click here.
| Latest Publications |
Domestic Reports
Sep 15, 2021 Newsom`s Predictable Triumph
Sep 10, 2021 Biden: Get Vaccinated or Else
Sep 04, 2021 BWR Pol Rpt: Afghan Pullout; SCOTUS & Abortion; Newsom Saved; Ellzey Win; Dem Infra. Battle; Powell on the Bubble?
| Global Reports
Aug 28, 2021 China`s Quest for an Olive-Shaped Society
Jun 08, 2021 Peru`s New President; Obrador`s Support Broadens; Israel After Bibi
| Recommended Readings
Sep 12, 2021 Pinkerton: Five Hard Lessons from America`s Journey Since 9/11
Sep 09, 2021 Germany: SPD Outflanking Merkel`s CDU
Aug 03, 2021 Delta Variant in Israel: From Bad to Worse
Jul 30, 2021 RR: Fauci`s Serpentine Messaging & COVID`s Noble Lies
Jun 11, 2021 GOP Opportunity With Nonwhites
Jun 03, 2021 Rove: Yes, It’s Still the Economy, Stupid
Jun 02, 2021 COVID Class War
| Supply-Side Portfolio
Jun 18, 2021 HCMT: Treasuries, Copper & Commodities
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