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Mar 10, 20223 min read
Unhinged
An common expression that winds me up with reference to markets is “uncertainty” – markets are always uncertain by definition because human
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Oct 13, 20213 min read
Asia Bond Blurb
China HY property low beta names tumbled 3pts yesterday, high beta names such as Kaisa were anywhere from 4pts to 8pts lower following...
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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 4, 20214 min read
Conduit Bond Snapshot - 04 Oct 2021
Today's Market Snapshot from Conduit Securities Pte Ltd. Commentary The bond market is stressing over the Evergrande’s US$ bonds, which...
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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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