Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

Thematic (Sector/Industry)

China Financials / Thematic (Sector/Industry)

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<blockquote>My nightmare would be that Amazon, Google, or Facebook creates some hugely popular version of a digital dollar at which point every transaction is going to be monitored by the network platforms’ big data and AI systems, to an even greater extent than is already true.</blockquote>
Historian and Stanford Professor Niall Ferguson
<blockquote>In the past two years, Ant Financial has been working on two aspects about blockchain. One is to improve the technology, and the other is to open it up and accelerate the commercialization of blockchain applications.</blockquote>
Ant Financial CEO Eric Jing, speaking last November
<blockquote>As predicted, banks are changing their tune on crypto. But this JPM project misses the point- introducing a closed network today is like launching AOL after Netscape’s IPO. 2 years later, and bank coins still aren’t the answer.</blockquote>
Ripple CEO commenting on the JPM announcement
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My nightmare would be that Amazon, Google, or Facebook creates some hugely popular version of a digital dollar at which point every transaction is going to be monitored by the network platforms’ big data and AI systems, to an even greater extent than is already true.
Historian and Stanford Professor Niall Ferguson
In the past two years, Ant Financial has been working on two aspects about blockchain. One is to improve the technology, and the other is to open it up and accelerate the commercialization of blockchain applications.
Ant Financial CEO Eric Jing, speaking last November
As predicted, banks are changing their tune on crypto. But this JPM project misses the point- introducing a closed network today is like launching AOL after Netscape’s IPO. 2 years later, and bank coins still aren’t the answer.
Ripple CEO commenting on the JPM announcement


Blockchain Payments Go Mainstream...