Archive
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When the Reserve Asset Changes, the Bond Markets Notice First
Bretton Woods anchored money to convertibility. The post-1971 system anchored it to credibility. Today, exchange rates and balance sheet policy are increasingly part of the same surface, and…
4 min read
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SFDR 2.0 and the Repricing of Sustainability
Europe has simplified the rules. The question is whether capital will follow credibility instead of labels. A Reset in Market Signals Europe is rewriting how sustainability shows up…
4 min read
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CFA vs CAIA: What Studying Both Markets Reveals About Complementarity
Studying both CFA and CAIA reveals how public and private markets complement each other. Learn about IRR illusions, benchmark thinking, and portfolio allocation insights from 20+ years of…
4 min read
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Between Solar Storms and Space Junk: Why We Need to Rethink How We Fund the Stewardship of Space
We rely on a layer of digital scaffolding in orbit, and that scaffolding is vulnerable to forces we barely understand and cannot predict with precision. Just because we…
4 min read
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When a Tip Is Not a Tip: How Service Charges Lost Their Meaning
A tip is a message of thanks. A charge is a matter of accounting. When the two become indistinguishable, the meaning collapses.
4 min read
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From Sovereign Bonds to Monte Cristo: A Tale of Two Waterloos 📚
What connects a research paper on emerging market bonds to Alexandre Dumas’ masterpiece? Both emerged from the post-Napoleonic era—but only one explores what truly counts.
4 min read
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