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Long rates rising 📈 🌦️🏉
Homeland economics, everyone knows everything, the maturity wall, bond myths and Sam Bankman-Fried

September 2023

Actually peak rates 🏔️🏦🌦️
EM without China, comparing private market returns, peak average, doomerism and Jeremy Grantham
 • 
Dan Mikulskis
La Rentrée 2023 🌅🌍🏟️
Post summer catchup, q’s for allocators, reading list, Bill Gross on bonds
 • 
Dan Mikulskis

July 2023

The midsummer disinflation 😎📉🥐
A pensions big bang, threads v Twitter, supersoft landings, Gen Z, WFH and what’s worth your time on AI
 • 
Dan Mikulskis

June 2023

Midyear mumble 🌞🚴‍♂️🥐
Appoaching peak summer, world on the brink, EM to eclipse US, donut economics explained and the Tour de France
 • 
Dan Mikulskis
Bear market over 🐻🎧🌞
The pause, peak rates, peak Messi, recency bias, diversifiers and defaults
 • 
Dan Mikulskis
Nvidious position 🌞🌍 💻
Emerging markets deepdive, difference between debt folks & equity people, growth in the UK and TSwift
 • 
Dan Mikulskis

May 2023

ChatBoE 🤖🌷💃
Markets snooze, the U.K. re-rating, international diversification, the fall of millennial media and of course … AI
 • 
Dan Mikulskis
Done hiking 🏔️🌷👑
Fed pause, earnings good, ESG seachange, Black Scholes at 50 and power dressing
 • 
Dan Mikulskis

April 2023

Unbothered
Bbq season, runs, tilts v overlays, the Romans, datacentres & going transatlantic
 • 
Dan Mikulskis
Spring sprung 📈🌞🌸
Mega-caps soar, confidence, does tech impact volatility, a losers game and the future of the workweek
 • 
Dan Mikulskis

March 2023

The Rates Rollercoaster Continues 🎢🍀🌼
Something breaks, the gilets are out, knocks on private markets, happiness and who really owns a bank
 • 
Dan Mikulskis
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