Lethame Capital Management

Paid to Wait Down Under? (pdf)

Paid to Wait? (pdf)

What is Global Warming - An Energy-Balance Note? (pdf)

The Savings Glut in Reverse, real yield, captive buyers and the unwinding of global reserve recycling (pdf)

Mercantilism Revisited, China, the dollar and the Renminbi's missing appreciation (pdf)

Trump Tariffs - Is it the End of the Beginning (pdf)

Is the Fed Stimulating a Bubble (pdf)

Debt Dynamics Down Under: How Credit Shapes Australia’s Housing Market (pdf)

QT and the real drivers of UK Gilt yields (pdf)

Reconsidering Government Deficits Part 2 (pdf)

Reconsidering Government Deficits Part 1 (pdf)

Reflections on Pettis, Hamilton and Trumps Economic Vision (pdf)
Why investors should like modern trend following (pdf)
QE, money creation and the banking system (pdf)
Lethame Capital Management TCA analysis (pdf)