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- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 19, 2026
Latest issues
Could Japan Trigger the Next Debt Crisis? (opens the original)
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Dear investors,Japan is often treated as a local macro story.A weak yen. An aging population. A cautious central bank. Government debt that has looked alarming for decades without producing the crisis investors expected.That framing is now too narrow.Japan matters because it has spent much of the past three decades exporting capital to the rest of the world.Its banks, insurers, pension funds</
The Era of Cheap Capital Is Over. Buy the Cash Flows! (opens the original)
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<img alt="The regime change in one image. Effective Fed Funds has fallen to ∼3.6% while the 30-year Treasury has pushed above 5.2% — a bear steepener that no Treasury buyback can paper over." class="sizing-normal" height="970" src="https://substackcdn.com/imag
Pareto Portfolios Update — Sept/Oct 2026 (opens the original)
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<img alt="Pareto Alpha Portfolio – 12 september 2026 — portfolio performance and holdings chart." class="sizing-normal" height="869" src="https://substackcdn.com/image/fetch/$s_!1pqy!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-
Refiners: the New Bottleneck Trade! (opens the original)
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<img alt="Vantor satellite captures massive blaze at oil storage facility, thick black smoke blanketing the town—Tuapse Oil Refinery in Tuapse, Krasnodar Krai, Russia—April 16, 2026" class="sizing-normal" height="810" src="https://substackcdn.com/image/fetch/$s
Pareto Portfolios Update — Sept 2026 (opens the original)
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<img alt="Pareto Alpha Portfolio – 24 august 2026 — Pareto Portfolios Update — Sept 2026" class="sizing-normal" height="869" src="https://substackcdn.com/image/fetch/$s_!JLsI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-
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