Insights
Short notes. Longer papers. Both in plain words.
We write what moved, what we think it means, and what we are not changing in client portfolios.
Short notes
A page or less. On rates, company results, or a policy week. Meant to be forwarded, not decoded first.
Longer papers
For advisors and institutions. One topic, sources, and a conclusion you can agree or argue with. Not a product pitch.
How to get them
Write and say whether you want the short list or the long papers. We do not post a running news feed on this site.
Contact
Ask to be on the note list.
Say advisor, company, or household. We will send what fits.