New York, October 31, 2016 Dear Friends and Colleagues, I will start this Letter with three paragraphs on China, and then turn to a quick update on how Exante Data is moving forward. On the surface, China looks to be in good shape. GDP growth has been robust and (suspiciously) stable…
New York, September 23, 2016 Dear Friends and Colleagues, It has been another busy week. Key central banks had important meetings, and at least one of them delivered a very strange cocktail (more on that in a second). First, I would like to to say thanks for the patience and support.…
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New York, July 11, 2016 Dear Friends and Colleagues, Exante Advisors and Exante Data are both six months old today. It has been an incredible ride so far, and we would like to thank everybody who have helped us get off to a flying start, including clients, vendors, independent analysts, press,…
New York, April 7, 2016 Dear Friends and Colleagues, This newsletter was supposed to be about the progress we are making in terms of building out Exante Data as a business. But given recent developments in Europe, I am going to comment instead on the emerging cracks in foundation of…
New York, February 8, 2016 Dear Friends and Colleagues, This is the inaugural Exante Data newsletter (I left my position as head of research at Nomura Securities a month ago). Since this is the first letter, I will focus on the very big picture. For a number of years I…
