About

Philosophy

We focus on analysing financial markets, economies, and macroeconomic developments. We are not an asset manager, a trading service, or a news outlet. We are a research and interpretation firm: we publish signals, frameworks, and conviction for readers who think in cycles and narratives.

Approach

Our work is opinionated but measured. We avoid hype and performance claims. We aim to be precise in language and clear in reasoning — so that when we take a view, the reader can follow the thesis and see what would change our mind.

Perspective

We are based in Lisbon with a global outlook. Our lens is capital markets and macro; we treat crypto and digital assets as part of that picture — as macro indicators and sentiment signals — not as a separate product.

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