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London Calling
The case for selective UK-listed equities as M&A activity accelerates.
Jul 8
17
8
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
27
9
June 2026
Chip-Wrecked Market
A weekly look at what matters and how to trade it. (June 29th)
Jun 29
28
8
One Cockroach in the Kitchen
Call this the modern version of the subprime trade.
Jun 26
35
2
14
The Fed Put Has Left the Building
A weekly look at what matters and how to trade it. (June 22nd)
Jun 22
23
1
6
Banking On It
A natural home for capital rotation.
Jun 17
24
9
A Space Odyssey Continues the Playbook
A weekly look at what matters and how to trade it. (June 15th)
Jun 15
24
5
After You, Christine
The ECB just sent a clear (but negative) signal to markets.
Jun 11
37
1
8
Momentum Met Its Match
A weekly look at what matters and how to trade it. (June 8th)
Jun 8
26
5
Into Public Orbit
Even for Elon, selling a SpaceX dream as reality may be tough.
Jun 6
25
8
The Coldest Winter
Bitcoin’s volatility premium is freezing over.
Jun 3
34
3
11
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