wknd
notes

Each Sunday morning for over a decade, One River’s CIO, Eric Peters, has published “wknd notes.” It is an unorthodox take on markets, politics, and policy that’s widely read across our industry and within global policy/political circles. Eric has written for as long as he has traded, and the discipline is part of his investment process. Drawing on wide-ranging, multi-disciplinary research, historical study, and discussions with interesting characters throughout the world, Eric collects those things he finds most thought-provoking each week and distills them into a concise letter. At times the ideas and views are consistent with his own, but just as often, they challenge his positions, and it is this openness to opposing views that helps him maintain a flexible mind in the search for emerging opportunities and risks. His writing is a reflection of how he thinks, and as such it is as focused on identifying the right questions to ask as it is on seeking answers. The publication of this work is Eric’s way of exchanging ideas/information and developing dialogue with a network grown over his thirty-one-year career.

wknd notes: Equilibrium is an Illusion

November 20, 2022
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WKND NOTES: CREATIVE DESTRUCTION. INNOVATION.

November 14, 2022
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WKND NOTES: ASPIRING TO BECOME OUR BEST SELVES.

November 06, 2022
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WKND NOTES: A FRAYED KNOT

October 30, 2022
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wknd notes: Hunting for Opportunities

October 23, 2022
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wknd notes: Game Time!

October 16, 2022
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wknd notes: Taking Reckless Risk

October 09, 2022
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wknd notes: The Long Painful Process Has Just Begun

October 02, 2022
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wknd notes: Never Become Such A Man

September 25, 2022
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wknd notes: The Industrial Age is Ending

September 18, 2022
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wknd notes: Fill-or-Kill

September 11, 2022
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wknd notes: Julian Lucas McRandal

September 04, 2022
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wknd notes: Training to Win

August 28, 2022
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wknd notes: Flags

August 21, 2022
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wknd notes: Nobility In Our Struggles

August 14, 2022
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wknd notes: Defying Physics

August 07, 2022
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We're All FX Traders Now

July 31, 2022
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Innovation & Optimism

July 24, 2022
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Finding Weak Links

July 17, 2022
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Can't Happen

July 10, 2022
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No Longer Just Words On Paper

July 03, 2022
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Enter Marcel Kasumovich

June 26, 2022
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Leveraged-Carry and Buy-and-Hold Investing is Behind US

June 19, 2022
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The Instability of Things

June 12, 2022
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Going to be a Hot Summer

June 05, 2022
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Defending our safe haven

May 29, 2022
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Dressed in Overalls and Looks Like Work

May 22, 2022
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Gravitational Forces in Financial Markets

May 15, 2022
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Create Money, Buy Bonds, Burn Them

May 10, 2022
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Without a Safety Net

May 08, 2022
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There's Time To Rest When You're Dead

April 24, 2022
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The Standard Model Has Broken

April 10, 2022
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Get Me Someone Strong

April 07, 2022
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The Opposite of Mean Reversion

April 03, 2022
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The Case for Quantum Change (redux)

March 27, 2022
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Prussian Generals

March 20, 2022
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What We Are Willing To Pay

March 14, 2022
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We Demand Of Our Leaders

March 07, 2022
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The Great Transition

February 27, 2022
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Until One Day The Bottom Falls Out

February 19, 2022
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The Beauty of Lyrics

February 15, 2022
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Examining All Possibilities

February 06, 2022
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Our Highest Calling

January 30, 2022
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Oxygen, Heat, Fuel

January 23, 2022
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Bode Miller Style

January 16, 2022
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Unmooring the Center

January 09, 2022
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Reinventing Ourselves

January 09, 2022
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The Mountain Never Ends

January 02, 2022
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The Ten Superpowers

December 26, 2021
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Project Hamilton

December 19, 2021
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Exploring Preconditions

December 12, 2021
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Time To Retire Transitory

December 05, 2021
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Don’t Overthink This, Just Jump

November 28, 2021
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In Pursuit of an Interesting Life

November 21, 2021
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Conjuring the Creative Spirit

November 14, 2021
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A Capitalist Economy is a Ponzi Scheme

November 07, 2021
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Great Investments Close Gaps

October 31, 2021
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Time To Taper

October 24, 2021
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Young and Broke

October 17, 2021
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Hunting The Weak

October 10, 2021
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The World Belongs To Those Who Let Go

October 03, 2021
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An Interesting Life

September 26, 2021
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Dependent Perspectives

September 19, 2021
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The Case for Quantum Change

September 12, 2021
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Building Trust

September 05, 2021
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The Case For Digital Assets

August 29, 2021
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The Greatest Opportunities

August 15, 2021
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Biding Your Time

August 08, 2021
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Re-Imagining the Power of Fiat

August 01, 2021
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Learning to Take a Profit

July 25, 2021
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Goodhart's Law

July 18, 2021
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A Thing For Numbers

July 11, 2021
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Telling Opportune Times From All The Others

July 04, 2021
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Unidentified Aerial Phenomena

June 27, 2021
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Producing Lines For A Living

June 13, 2021
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Racing Towards a New Form of Human Reality

June 06, 2021
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Memorial Day

May 30, 2021
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The Ferocious Beauty of Truly Free Markets

May 23, 2021
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Forward Guidance

June 20, 2020
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The Long Painful Process Has Just Begun

October 02, 0022
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