Lykeion Research - May '23
Turkey, DAX, Oil, US-China, Germany-Ukraine, Recession, Gold, Debt Ceiling.
Lykeion Research - April '23
MOVE vs VIX, The Dollar's Demise, Turkey's Elections, ISM and Unemployment, Russia-Ukraine War Update, Brazil's Geopolitical Strategy, and Sudan's Proxy War.
Finding Relative Value in Emerging Markets
Jacob and Roger explain why, given the current level of uncertainty, it might be wise to look at relative value opportunities within emerging markets.
Investing Through Japan’s Next Big Inflection Point
Jacob and Roger explain why most investors get Japan wrong and highlight the key ideas to keep in mind when investing in the country.
Max Geopolitical & Macro Uncertainty in Q1.
Jacob and Roger explain why the uncertainties around the Russia-Ukraine War and China's Re-Opening should make investors extremely conservative in Q1.
Laying the Foundations
The first publication of Lykeion Research lays the groundwork for the converging worlds of Geopolitics & Macro.