Capital markets

My capital markets writing examines how risk, capital, and market structure interact across insurance, reinsurance, asset management, and related investment strategies. The focus is on understanding how capital is priced, allocated, and constrained—particularly in periods of volatility, regulatory change, or structural shift.

This work often connects market behavior to underlying models, incentives, and balance-sheet realities that shape decision-making. Some selected examples are below.

More Trades Taking Place in 'Dark' - TheStreet