SOLVING THE INTEREST RATE CONUNDRUM
« Today, we have come a long way from that naïve and cheerful notion – one still occasionally found in theoretical textbooks on monetary pol
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Oct 12, 20211 min
Conduit Volatility Snapshot
*Score is the sum of the 1-5 ranking of the parameter in this universe of equities (min 4, max 20) AC = % upside to Analyst Consensus...
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Oct 10, 20216 min
The Shortage Economy & Correlated Beliefs
An important element of our process is having a sense of the prevailing bias or consensus beliefs. That is particularly important when it...
9
Oct 5, 20216 min
The Cluster.... of Net Zero
As one astute Italian observer put it “the arithmetic of energy is pretty straightforward. Resources are depleting fast, as the easier...
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Oct 1, 20211 min
Variable Capital Company (VCC) Factsheet
Singapore's alternative to the traditional offshore fund structure offers the familiar flexibility of existing vehicles in other popular...
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Sep 28, 20213 min
How Deep is your Dove?
As we suspected the Jerome Powell’s Jackson Hole speech was not a watershed event. The Fed Chairman broke little new ground,...
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Sep 20, 20215 min
China & Systemic Risk
Most crises throughout history have been caused or exacerbated by a build up of excess credit. When the economic history books are...
15
Sep 17, 20215 min
Fighting the Tape(r)
Summary 1: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua....
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