Lethame Capital Management

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)