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Capex, Circularity, and Collateral
Would the demand be equivalent if the financing available to these buyers were any different?
6 hrs ago
12
6
New Highs, Still Low Conviction
A weekly look at what matters and how to trade it. (August 10th)
Aug 10
30
7
To Catch a Bid
A weekly look at what matters and how to trade it. (August 3rd)
Aug 3
25
1
8
Autopsy on the AI Selloff
Down, but not out.
Aug 1
28
1
5
July 2026
The Bar Is High
A weekly look at what matters and how to trade it. (July 27th)
Jul 27
19
7
Global Primer Series: Equity Issuance
Addressing the conversation on net equity supply amid evolving market dynamics.
Jul 23
39
11
20
Pre-August Storm
A weekly look at what matters and how to trade it. (July 20th)
Jul 20
26
3
8
Maradona Theory
Credible hawkishness makes the next hike less necessary.
Jul 14
30
3
9
Calmer Indices, Wilder Stocks
A weekly look at what matters and how to trade it. (July 13th)
Jul 13
31
10
London Calling
The case for selective UK-listed equities as M&A activity accelerates.
Jul 8
22
9
Not Such a Hawkish Path
A weekly look at what matters and how to trade it. (July 6th)
Jul 6
28
6
In Hock to the Bond Market
Welcome, Andy.
Jul 1
28
9
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