In-depth. Balanced.
Finance.

Approachable, investment grade content.​
Delivered straight to your inbox every week.

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?

  • Sep 3, 2020

  • 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 More
Covers Gold, USD, Japan

COMING 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

  • Sep 3, 2020

  • By Roger Hirst

Given the recent $20 trillion of stimulus sponsored by governments and Central Banks all over the world to keep

Read More
Covers Gold, USD, Japan

MARKETS Vaccines for Reflation

  • Sep 3, 2020

  • By Diego Tremiterra

Given the recent $20 trillion of stimulus sponsored by governments and Central Banks all over the world to keep

Read More
Covers Gold, USD, Japan

editorial USD Deep Dive

  • Sep 3, 2020

  • By Tim Purcell

Given the recent $20 trillion of stimulus sponsored by governments and Central Banks all over the world to keep

Read More
Covers Gold, USD, Japan

Charts of the Month.

November ‘20

MARKETS Reflationary Expectations

  • Sep 3, 2020

  • By Roger Hirst

Given the recent $20 trillion of stimulus sponsored by governments and Central Banks all over the world to keep

Read More
Covers Gold, USD, Japan

EDITORIAL Debt, Deficits, and Finance

  • Sep 3, 2020

  • By Diego Tremiterra

Given the recent $20 trillion of stimulus sponsored by governments and Central Banks all over the world to keep

Read More
Covers Gold, USD, Japan

IMPACT Supply Chain Deep Dive

  • Sep 3, 2020

  • By Tim Purcell

Given the recent $20 trillion of stimulus sponsored by governments and Central Banks all over the world to keep

Read More
Covers Gold, USD, Japan