Pretexts, My Dear Boy, Pretexts
Do we need to distinguish between shocks and pretexts to better navigate the current environment of heightened uncertainty?
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CardinalStone Research - Inflationary risks may balance out in April
Nigeria witnessed a halt in headline inflation moderation in March 2025, with a YoY reading of 24.2% ahead of the 23.2% in February and a consensus...
157 Views
A Game Theory Analysis of the Trade War
No country in the world will be spared damage in a trade war. A game theory analysis of the relative positions indicates that the U.S. holds a...
330 Views
Europe Vs NATO & Trump - U/W Bonds
Investors should be wary of Europe's fiscal position and increasing defense spending. Stay underweight European government bonds and overweight...
268 Views
Understanding LLM Biases in Quantitative Research: From Lunch Conversation to Framework
We are going to provide a full-blown update on LLMs through Q1 2025. In the meantime, we are still finding issues with 🤖 “Hallucinating on Drugs” –...
358 Views