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The Fintel Brief

A. Launder

Financial intelligence and red teaming without the terrible ideas and losers selling signals and snake oil

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PricingOnly free issuesPublishesWeekly
Issues51Founded5 years agoLast Issue3 days ago
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Latest Issues

Beijing's Dollar Desk and the Yen intervention

Scared money don’t make no money, If I ever go broke, I’mma take yo money

-Pusha T

The Industrial and Commercial Bank of China will pay you 4.91% to own it. That is the largest bank on the planet by assets, and the market has price...

3 days ago
4

The company that sells you the war you can’t see

Key Judgements

  • We assess with high confidence that space-based RF geolocation is becoming a core input to allied electronic warfare, and that HawkEye 360 (NYSE: HAWK) is the leading commercial pure-play in it. The demand is only gettin...
19 days ago

Grading My Own Homework

Last week I did something I recommend to everyone and enjoyed about as much as a dental visit: I audited myself. Every article this newsletter has published since April 2021, all of them, marked to market. The rule was simple. If a piece ha...

23 days ago
1

The Fools Golden Era

There’s a particular sound a middle power makes on the way down. It isn’t a bang. It’s the quiet shuffle of a trade delegation boarding a plane to Beijing, hats in hand, hoping the people there tell them warm things and make promises they h...

2 months ago
2

Colombia’s election is already in the strike chain

Its been a little bit, and the world has no short of macro drama but since everyone else is knee deep in the energy markets, and a lot of it is garbage speculation, figured it would be interesting to look at something different. -TR

In ear...

3 months ago
1

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  • A. Launder

    Fintel Goonery at its finest. from the J2X to the 10K

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