Fintech
MonetaryPolicy
PoliticalEconomy

This thought piece examines (i) why electronic money, FEDCoin, may be inevitable in the developed world and (ii) why alternative currencies are unlikely to become viable in functioning democracies

Published September 2019 on LinkedIn

MonetaryPolicy
MoneyMarkets
FED ECB

This article argues that both the FED and ECB lack the mix of skills required for the new paradigm of Central Bank engineering that increasingly focuses on the plumbing of the financial system

Published September 2019 on Macro Hive

EmergingMarkets
PoliticalEconomy
Argentina Ukraine

This debut article on Macro Hive contrasts the failed reform efforts of Macri with the challenges facing Ukraine's newly elected President

Published August 2019 on Macro Hive

EmergingMarkets
PortfolioTheory
Currencies

This White Paper, written while I was at my previous employer, conducts a deep dive of the portfolio and return statistics of traditional EM versus Frontier currencies and contains several  surprising results 

Published July 2018 on ICBC Standard Bank Website

© 2019 Gemlight Capital LLC