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Macro Research Portal

Macroeconomic clarity is essential for investment and business strategy

Clarity comes from good explanations, not fortune-telling

Our DNA - good explanations, not fortune-telling

The era of black-box econometric forecasts is thankfully over. Strategically relevant analysis gives capital allocators systematic, logical explanations about their world, orientates them in the present, and arms them with the appropriate lessons from the past to guide them into the future.

Austrian School

Studying economic and financial history thoroughly through the lens of Austrian economic theory;

Good Explanations

Uncompromising causal realism (explanations), not mere correlations or extrapolations (fortune-telling);

Forming Expectations

Forming expectations from good explanations, not justifications from extrapolations;

Client Accountability

Examine past insights through repeat client servicing (subscription) and interrogation (face-to-face sessions).