Periodic publications from Aversity covering market analysis, quantitative research, commentary, and portfolio strategy.
The equity market is buying the "peace trade" while physical commodity desks price a structural break. Inside the Hormuz crisis, the exhausted seaborne buffer, and the second-order shocks now spreading through fertilizer, food, and freight.
An in-depth analysis of why Alphabet's unmatched distribution, enterprise infrastructure, and disciplined AI rollout position Google as the long-term winner of the artificial intelligence race.