The Forge

Ideas under construction: models, thesis development, drafts, experiments, and unfinished work.

7 entries

ENSO

ENSO – A Primer · ENSO – Impact and positioning

ENSO – A Primer13.04.26
ENSO – Impact and positioning15.04.26
ENSO – April Update22.04.26
ENSO – May update – Super El Niño?26.05.26
ENSO – June Update – El Niño Is Official03.07.26
ENSO – July update – Strengthening in Force11.08.26
ENSO – The Shifting Ruler – Baseline & the Two Indices14.08.26

4 entries

Asset Manager Pivot

Asset Manager Pivot: The Traditional Squeeze · Asset Manager Pivot: The Pie Expands

Asset Manager Pivot: The Traditional Squeeze26.05.26
Asset Manager Pivot: The Pie Expands26.05.26
Asset Manager Pivot: Infrastructure Play27.05.26
Asset Manager Pivot: The Path Ahead27.05.26

3 entries

UN COP Series

UN COP Series I – History · UN COP Series II – Finance

UN COP Series I – History02.05.26
UN COP Series II – Finance02.05.26
UN COP Series III – Climate & Markets02.05.26