All Reports

GIRO – Credit Madness, Turkey, Fiduciaries & ESG

Flash Update – December 4, 2020

In Focus Trade Portfolio – December 1, 2020

Tiger, Tiger

The pH Report – Q4 2020 Auto Market Update

A Robust Model for Oil Prices

Bitcoin’s Logarithmic Growth

Winter Is Here

New Normal Insight – Vaccine Euphoria

Baby Bear’s Porridge Was Just Right

The World’s Best Trade – Bitcoin

Ethereum Ecosystem Update

Flash Update – November 9, 2020

Is Bitcoin Eating the World?

Oil: What Story Do You Tell Yourself?

US Election 2020 and X factors

What a Biden Win Would Mean for Financial Markets

In Focus Trade Portfolio – November 2, 2020

Flash Update – October 28, 2020

Passive Whales and the Math of Secular Slowdown

The World’s Best Trade (Updated)

Brazil Macro Update – October 2020

The Next Leg?

New Normal Insight – Monday October 19th