Posts

Growth as an Input or Output

Rate Expectations

Brazilian Interest Rates

The Left Tail

Blue Sky

Mayhem

Gone Fishing

Put Your Nose Down

Investing in an Inflationary Environment

Atlas Q4 Earnings Thoughts

Homebridge Mortgage Payments

Patria Q4 Earnings Thoughts

Confidence and Stocks

Zooming Out

Apollo Q4 / FY21 Earnings Thoughts

TDM Growth on the Tech Crash

Petershill Partners Tepid Market Reception

Apollo Q4 Earnings

"Inflation Nation"

Business Model Evolution