Market Insights

Independent macro, market signals, and tactical perspectives

Selected research notes on macro regimes, risk dynamics, and portfolio implications across market cycles.

Financial

Jul 7, 2026

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Federico Polese

The Datacentre Buildout

Which investment cases are still open

Financial

Jul 2, 2026

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Federico Polese

India Didn't Have a Small Cap Bubble. It Had a Fragility Problem.

Flagship post, India series. Reading time about seven minutes.

Financial

Jul 1, 2026

-

Federico Polese

The Jet Fuel Panic Was Overblown

How a $100 crack spread revealed which airlines hedge kerosene and which hedge hope

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