Who says what's important? Perspective shapes what matters, and I can only offer my own. 18 DEC 2025 I bring experience in macroeconomics, financial markets, and geopolitical risk, all of which influence interest rates. That's a lot of important information to process. My objective is to accurately distill what I learn in order to help you. The Recap is meant to be a quick, useful starting point for select topics that might influence macro markets - think interest rates, fore

We can learn a lot from failure. Previous publications tried to do too much and accomplished too little. Back to the drawing board! 17 DEC 2025 Working in investment banking research, I structured a daily markets commentary for a global audience that included contributions from colleagues around the world. This produced a comprehensive report that served as a reference for notable events in interest rates, foreign exchange, and emerging markets. The commentary I led needed to

Research is a practiced craft. Thoughtful exploration and informed composition require more time and effort than a cursory internet search or forgettable chatbot prompt. The return is subtle but no less important: distilled context and analysis from a reliable and accountable source. Planning, application, and refinement are integral to this process. The same can be said for building a business.