In-house long-form research and chart-driven briefings on macro, housing, rates, and equity markets — written and coded directly for this site. For syndicated work, see Publications.
Nine data points on why Europe's largest economy built the fewest homes since 2012 — and what closes the 560,000-unit gap.
Quant StrategySpaceX's IPO minted a $1.9 trillion valuation on a company that turned a profit into a $5B annual loss the year before going public. A profitability-growth-valuation walkthrough of SPCX one month in.
Open to research collaborations, job offers and conversations about quantitative finance, AI and investing.
[email protected]