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Oct 27, 20221 min read
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 read
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 read
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...
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Oct 5, 20216 min read
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 read
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 read
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 read
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...
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Sep 17, 20215 min read
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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