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Approachable, investment grade content.
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The Topics
We Cover.
MACRO & MARKETS
From central banks and currencies, to the cross-asset class narratives driving the markets.
CRYPTO CURRENCIES
Bitcoin, shitcoins, the blockchain, and all the drivers of this nascent asset going mainstream.
Conscious CAPITALISM
Coming Soon
The Formats
We Write.
UPDATES
Email updates designed to clearly and concisely get you up to speed on all the relevant topics we cover.
EDITORIALS
Long form, deep-dives on the important market themes that are shaping the world around us
CHARTS
A select set of our favorite charts delivered on a monthly basis, with descriptions of why they are important.
What We Believe.
“I cannot teach anybody anything. All I can do is make them think.”
- Socrates
LATEST
MARKETS Who Picks Up the Bill?
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Sep 3, 2020
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By Roger Hirst
Given the recent $20 trillion of stimulus sponsored by governments and Central Banks all over the world to keep Given the recent $20 trillion of stimulus sponsored by governments and Central Banks all over the world to keep
Read MoreCOMING UP
- Primer: The Eurodollar Market
- Our BTC Thesis Deep Dive
- Primer: The Psilocybin Market
- USD Bull Case with Brent Johnson of Santiago Capital
- Emerging Markets with Michael Nicoletos
MARKETS Reflationary Expectations
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Sep 3, 2020
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By Roger Hirst
Given the recent $20 trillion of stimulus sponsored by governments and Central Banks all over the world to keep
Read MoreMARKETS Vaccines for Reflation
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Sep 3, 2020
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By Diego Tremiterra
Given the recent $20 trillion of stimulus sponsored by governments and Central Banks all over the world to keep
Read Moreeditorial USD Deep Dive
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Sep 3, 2020
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By Tim Purcell
Given the recent $20 trillion of stimulus sponsored by governments and Central Banks all over the world to keep
Read More
MARKETS Reflationary Expectations
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Sep 3, 2020
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By Roger Hirst
Given the recent $20 trillion of stimulus sponsored by governments and Central Banks all over the world to keep
Read MoreEDITORIAL Debt, Deficits, and Finance
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Sep 3, 2020
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By Diego Tremiterra
Given the recent $20 trillion of stimulus sponsored by governments and Central Banks all over the world to keep
Read MoreIMPACT Supply Chain Deep Dive
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Sep 3, 2020
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By Tim Purcell
Given the recent $20 trillion of stimulus sponsored by governments and Central Banks all over the world to keep
Read More