Read what we actually think.
A weekly letter on markets and geopolitics, a research archive that is open to anyone, and a way to put a question directly to our own recorded sessions.
The Financial and Geopolitical Weekly
Weekly, on Mondays
One issue a week on what moved markets and why, written by members and edited by the research board. Markets and geopolitics in the same place, because they have never really been separate.
3 issues
Research archive
Abstracts open, full PDFs for members
Notes written by members and reviewed by the research board before anything carries the chapter's name.
2 notes
Sector Note
Economics of Asymmetry
This report examines the structural forces driving the paradox of elusive profitability with valuation highs in the industry of European football, from wage inflation and promotion driven risk taking to regulatory fragmentation and private equity participation.
Sector Note
Ozempic Patent Expiry
This report presents a quantitative, cross-sector analysis of how Ozempic's loss of exclusivity is reshaping pricing dynamics, supply chains, and consumer behavior worldwide.
Insights AI
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A way to ask our own archive a question instead of scrolling it. Every answer will cite the session or note it came from, so you can go and read the original.
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Retrieval over our transcripts is not built yet, so nothing you ask is answered, sent or stored. Every answer will cite its source once it is.