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Long rates rising π π¦οΈπ
Homeland economics, everyone knows everything, the maturity wall, bond myths and Sam Bankman-Fried
Oct 12, 2023
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Long rates rising π π¦οΈπ
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September 2023
Actually peak rates ποΈπ¦π¦οΈ
EM without China, comparing private market returns, peak average, doomerism and Jeremy Grantham
Sep 28, 2023
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Dan Mikulskis
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Actually peak rates ποΈπ¦π¦οΈ
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La RentrΓ©e 2023 π πποΈ
Post summer catchup, qβs for allocators, reading list, Bill Gross on bonds
Sep 14, 2023
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Dan Mikulskis
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La RentrΓ©e 2023 π πποΈ
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July 2023
The midsummer disinflation πππ₯
A pensions big bang, threads v Twitter, supersoft landings, Gen Z, WFH and whatβs worth your time on AI
Jul 20, 2023
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Dan Mikulskis
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The midsummer disinflation πππ₯
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June 2023
Midyear mumble ππ΄ββοΈπ₯
Appoaching peak summer, world on the brink, EM to eclipse US, donut economics explained and the Tour de France
Jun 29, 2023
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Dan Mikulskis
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Midyear mumble ππ΄ββοΈπ₯
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Bear market over π»π§π
The pause, peak rates, peak Messi, recency bias, diversifiers and defaults
Jun 15, 2023
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Dan Mikulskis
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Bear market over π»π§π
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Nvidious position ππ π»
Emerging markets deepdive, difference between debt folks & equity people, growth in the UK and TSwift
Jun 1, 2023
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Dan Mikulskis
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Nvidious position ππ π»
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May 2023
ChatBoE π€π·π
Markets snooze, the U.K. re-rating, international diversification, the fall of millennial media and of course β¦ AI
May 18, 2023
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Dan Mikulskis
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ChatBoE π€π·π
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Done hiking ποΈπ·π
Fed pause, earnings good, ESG seachange, Black Scholes at 50 and power dressing
May 4, 2023
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Dan Mikulskis
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Done hiking ποΈπ·π
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April 2023
Unbothered
Bbq season, runs, tilts v overlays, the Romans, datacentres & going transatlantic
Apr 20, 2023
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Dan Mikulskis
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Unbothered
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Spring sprung πππΈ
Mega-caps soar, confidence, does tech impact volatility, a losers game and the future of the workweek
Apr 6, 2023
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Dan Mikulskis
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Spring sprung πππΈ
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March 2023
The Rates Rollercoaster Continues π’ππΌ
Something breaks, the gilets are out, knocks on private markets, happiness and who really owns a bank
Mar 23, 2023
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Dan Mikulskis
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The Rates Rollercoaster Continues π’ππΌ
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