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Everything published here, newest first: essays, working notes, and decision records.

9 entries

2026

2026-08-20essay
The Wheel: getting paid at both ends of a trade
2026-08-10essay
What is HKEX's Integrated Fund Platform?
2026-08-10essay
What is SSCC's Financial Data Exchange Platform?
2026-08-07essay
Playing the rules, not breaking them
2026-08-06essay
KKR isn't buying Integer cheap. It's buying what public markets couldn't underwrite
2026-08-01essay
Kuwait leased out its pipelines for $16 billion. Here's what that actually means
2026-07-30essay
Why I went back to university
2026-07-30working note
Structure for the dispute, not only the closing
2026-07-30decision record
A Kickstarter for Taobao

Details and outline

Entries: 9
Years covered: 2026–2026
Most recent: 2026-08-20