Insights

Markets, decoded by
the people running them.

Quarterly letters, deep dives, and unfiltered desk notes from the PrimeEast research team. No clickbait, no AI-generated filler.

Central-bank buying, real-rate compression and ETF re-allocation point to a structurally higher gold price. Here's our model.

We walk through a real loan in our pool, end to end — origination, underwriting, settlement, returns.

Why we're still allocating to DIFC and not chasing prime retail.

BoJ policy normalisation has reset cross-yen carry. Our regime detector flagged the shift in February.

Our long-only sleeve outperformed by 11%. Our basis sleeve disappointed. We explain why.

Net returns, attribution by sleeve, and our positioning into Q2.