Edoardo Varacca Capello
Investment Professional with view on global markets and focus on alternatives
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 15 | Founded | 3 months ago | Last Issue | 23 days ago |
| Active | |||||
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The returns are there. The access is not.
The past two years have produced an unusual volume of pessimistic commentary on private equity. Distributions are low. Exits are slow. The asset class was pushed toward retail investors in products that were never designed for them, and som...
The 9-month lag: positioning for the fertilizer shock before it hits CPI
Where the fertilizer shock shows up next, and how to position for it
PART 2 of 2
The war that the wheat market hasn’t priced yet
The price of bread in Paris in early 2027 is being set right now in the Strait of Hormuz
PART 1 of 2
The safest asset in the world. Or so they said...
The dollar didn't collapse. It just stopped being sacred.
Global debt at 94% of GDP. The dollar at a 30-year low in reserves. US debt rolling over at rates that did not exist when it was issued. The IMF is telling you something. Are you re...
The bond market is telling you something. Are you listening?
Inflation today, rate hikes tomorrow, recession after. And then the trade of the cycle.
There is a sequence playing out in the bond market right now that most investors are reading incorrectly.
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| Subscribers | Engagement | 80 | Monthly Web Visits | ||
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Investment Professional with view on global markets and focus on alternatives
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