Pillar 07 · Research OS
Internal investment intelligence, compounding daily.
Thesis board
- Long Japan financials into BOJ normalisationM. Renström · updated 2h ago
- Steepeners on labour weakness, Q1A. Lindqvist · updated Today
- Short EUR vs CHF on growth divergenceK. Halling · updated Yesterday
- EU defense names as multi-year compoundersJ. Sundström · updated 3d ago
Internal memos
- Why we are adding duration above 4.55%24 AprM. Renström
- BOJ post-meeting playbook (3 scenarios)22 AprK. Halling
- Credit dispersion: early signal or noise?19 AprA. Lindqvist
- Read-through from US bank earnings to EU16 AprJ. Sundström
Model vault
- Riksbank reaction function v3.2internal
- Equity factor ensemble (12 styles)internal
- Macro nowcast (G7 + Nordics)internal
- Vol surface arbitrage scannerinternal