Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.I’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus on earnings, tech disruption, policy shi ...

Dubai's top bank is expanding its footprint in Asia as capital flows between the Middle East and fast-growing Asian markets gather pace https://t.co/bFHADELjZk ...

Core Insights - Pearl Gray operates as a proprietary investment fund and independent market research firm, focusing primarily on Fixed-Income and Capital Flows [1] - The firm also provides analysis on equity REITs, Investment Fund Appraisal, and Bank Risk Analysis, catering to a diverse range of investment interests [1] Investment Focus - The primary focus areas include Fixed-Income and Capital Flows, indicating a strategic emphasis on these sectors for investment opportunities [1] - The analysis extends to various asset classes, including equity REITs and preferred shares, suggesting a comprehensive approach to market research [1] Communication and Engagement - The content published by Pearl Gray is intended as independent analysis and does not constitute financial advice, encouraging readers to engage in discussions [1][3] - The firm promotes consultation with registered financial advisors before making investment decisions, highlighting a commitment to responsible investment practices [3]

Core Viewpoint - Pearl Gray is a proprietary investment fund and independent market research firm focusing on Fixed-Income and Capital Flows, with a broader analysis that includes equity REITs, Investment Fund Appraisal, and Bank Risk Analysis [1]. Group 1 - The firm emphasizes that its published content is independent analysis and does not constitute financial advice [1][3]. - Readers are encouraged to consult a registered financial advisor before making investment decisions [3]. - The firm does not have any stock, option, or similar derivative positions in the companies mentioned, nor plans to initiate any such positions in the near future [2].

Have you ever been to a sushi restaurant and said “omakase”? Even if just for the sake of an experience, I would encourage you to do this to see how your perception of “control” changes. At one point, you're goingI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selectio ...

Markets move fast. Your data should too.The new MEXC Trading Data page brings price, sentiment & capital flows into one view.🔍 Check it out: https://t.co/1aHgKG4JoI https://t.co/v4Yyh5aU96 ...

Core Viewpoint - Pearl Gray operates as a proprietary investment fund and independent market research firm, focusing primarily on Fixed-Income and Capital Flows while also providing analysis on equity REITs, Investment Fund Appraisal, and Bank Risk Analysis [1]. Group 1 - The firm emphasizes that its published content is independent analysis and does not constitute financial advice [1]. - The analysis provided is intended to foster discussion among subscribers rather than serve as direct investment advice [3]. - The firm encourages readers to consult a registered financial advisor before making investment decisions [3]. Group 2 - The firm has no stock, option, or similar derivative positions in any of the companies mentioned, nor plans to initiate such positions in the near future [2]. - The article expresses the author's own opinions and is not influenced by compensation from any company mentioned [2]. - The firm clarifies that past performance is not indicative of future results and does not provide recommendations for specific investments [4].

Can today’s infrastructure support trillion-dollar capital flows?Join @sgoldfed of @Offchain, @JoanitaTitan of @monad, @Austin_Federa of @doublezero, and @IsroilSh of @One_BullEx as they explore how infrastructure must evolve to support RWAs and institutional adoption at LONGITUDE Hong Kong.Сo-hosted by Cointelegraph and @One_BullEx. ...

Yet another, yet another quarter to put into a frame. Nothing to be said. Every quarter I rip my hair out, and I say, "Wow!" How are they able to make these kinds of numbers? I have no idea how they do it, but itI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection ...

The dollar is weakening. In simple terms, that means one U.S. dollar buys less, especially when compared to another currency, such as the euro. One year ago, on Feb. 2, 2025, the dollar and the euro were very close to parity. One dollar would buy 0.98 euros. Today, a dollar buys 0.85 euros. It buys 0.73 British pounds and 0.78 Swiss francs. Conversely, one USD buys 155 Japanese yen. The dollar has generally been declining since January 2025, when it closed above 109, and has recently fallen to a four-yea ...