AP Research | Substack

Global Primer Series: Equity Issuance

Addressing the conversation on net equity supply amid evolving market dynamics.

Jul 23

The Bar Is High

A weekly look at what matters and how to trade it. (July 27th)

Jul 27

Pre-August Storm

A weekly look at what matters and how to trade it. (July 20th)

Jul 20

Maradona Theory

Credible hawkishness makes the next hike less necessary.

Jul 14

Calmer Indices, Wilder Stocks

A weekly look at what matters and how to trade it. (July 13th)

Jul 13

Most Popular

A Chink in Gold's Armour

Mar 26

A Bounce Without Belief

Apr 6

One TACO Doesn't Make a Meal

Apr 8

1998 Is Whispering

Feb 19

More Research...

The case for selective UK-listed equities as M&A activity accelerates.

Jul 8

Not Such a Hawkish Path

A weekly look at what matters and how to trade it. (July 6th)

Jul 6

In Hock to the Bond Market

Jul 1

Chip-Wrecked Market

A weekly look at what matters and how to trade it. (June 29th)

Jun 29

One Cockroach in the Kitchen

Call this the modern version of the subprime trade.

Jun 26

The Fed Put Has Left the Building

A weekly look at what matters and how to trade it. (June 22nd)

Jun 22

A natural home for capital rotation.

Jun 17

AP Research

AP Research

Global macro and multi-asset thematics, grounded in active capital allocation. We map the trends driving markets and translate them into tradeable frameworks.

Recommendations

Capital Flows

HFI Research

Macro Charts

Cubic Analytics

Caleb Franzen

BlacklionCTA Substack

Brent @Blacklioncta

Primers

Global Primer Series: Equity Issuance

Addressing the conversation on net equity supply amid evolving market dynamics.

Jul 23

Global Primer Series: Private Credit

Mapping the system behind the boom and the software fault line now being tested.

May 3

Global Primer Series: Precious Metals (Silver)

Understanding the drivers behind silver and how to trade it.

Feb 27

Global Primer Series: Precious Metals (Gold)

Understanding the unique dynamics of the gold market.

Jan 3

AP Research

Global macro and multi-asset thematics, grounded in active capital allocation. We map the trends driving markets and translate them into tradeable frameworks.

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