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No Country for Low Yields
A weekly look at what matters and how to trade it. (October 5)
Oct 5
•
AP Research
29
9
September 2026
Bond Voyage
Convexity looks compelling at 5%+, but the payoff still needs a catalyst.
Sep 30
•
AP Research
29
2
11
For Whom the Yield Tolls
A weekly look at what matters and how to trade it. (September 28th)
Sep 28
•
AP Research
23
7
When Hawks Fly, Doves Cry
A weekly look at what matters and how to trade it. (September 21st)
Sep 21
•
AP Research
25
7
The Prisoner’s Dilemm-AI
What “pacing the frontier” means for rivals, China, capex, and the equity trade.
Sep 17
•
AP Research
21
8
Bonds, Sinking Bonds
A weekly look at what matters and how to trade it. (September 14th)
Sep 14
•
AP Research
27
8
“He Who Pays His Debts Grows Rich”
Preparing for France’s fiscal reckoning as the 2027 election approaches.
Sep 9
33
2
16
So-Called “Bessent Put”
A weekly look at what matters and how to trade it. (September 7th)
Sep 7
31
4
7
August 2026
Setting up for a September Showdown
A weekly look at what matters and how to trade it. (August 31st)
Aug 31
•
AP Research
33
1
6
UK Primer: The Equity Revival
A decade of underperformance is reversing. New investment themes are taking shape, and we see significant opportunities across the UK market.
Aug 27
•
AP Research
and
Aurelion Research
50
3
11
Alibaba - Funding the Frontier
Why Alibaba is accepting dilution to accelerate AI, and what the fundamentals say about the trade-off.
Aug 26
•
AP Research
and
TacticzHazel
41
2
10
The Long and the Short of It
A weekly look at what matters and how to trade it. (August 24th)
Aug 24
•
AP Research
36
2
8
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