Iran-Israel | Update 1 – June 14, 2025
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Nobel Prize | AlphaFold | Imperfect Science
When technology is done right. Synthetic biology
US Economy | Eurozone | Israel-Hamas
A brief update on current themes and outlooks
US GDP & Inflation | Rubrik IPO | AI Energy & Data | AMD | CloudFlare
Overlook AI beneficiaries. Energy & data. Stagflation economy
BioNTech Founders Türeci and Şahin on the Battle against COVID-19
Original Article in DER SPIEGEL Please always attribute credit to the original sources and make financial contributions when possible to help maintain outstanding research and journalism. “To See People Finally Benefitting from Our Work Is Really Moving” In a DER SPIEGEL interview, BioNTech founders Özlem Türeci and Uğur Şahin discuss the development of the world’s […]
US Presidential Election Series 2020
“2016 was a failure of the imagination, not a failure in data” – Matthew Shelter, Fox News Pollster Official Polls Converging with High Frequency Data As we draw closer to November 3rd, the past week has seen some top outlets (NY Times/Fox News) released a series of polls suggesting the Trump campaign has fallen further behind in the key […]
ASIA: Weekly politics update
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INDONESIA: The challenges for the new sovereign wealth fund
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Market Survey Results
SURVEY RESULTS: 116 anonymous respondents predominantly financial market professionals. 1) “With US S&P stock index currently at 3550, what is your best guesstimate for the level in 6 months time?” 2) “If Global GDP in 2021 is around 5-6% as most economists project, what will be the likely impact on US 10 years bond yields? (Using […]
How independently do financier think?
Yesterday, we released the results of our markets survey (see below). Typically, a respondent will compare his/her responses against those of the masses in order to identify potential pitfalls of group-think. Unfortunately, the top line figures are not as helpful with this process as one would like. So, we thought we would share a simple survey analysis to demonstrate how cognitive biases and group-thinking are […]