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  1. ElliottBranmer

    Investor Chat Elliott Branmer | Why Duration Should Follow Liabilities, Not Market Confidence

    In a high-rate market, it is easy to talk about yield first. For insurance portfolios, I think that order is wrong. Brazil’s current environment still offers high nominal rates, while inflation has eased only partially. That combination can make fixed-income assets look attractive. But for...
  2. Instant mixing is a red flag: why speed compromises your anonymity

    Instant mixing is a red flag: why speed compromises your anonymity

    When a Bitcoin mixer processes output immediately after receiving a deposit, the timing creates a correlation: blockchain analysis tools can scan for outputs that appear shortly after a known input and link them with high confidence. The faster the mixing, the stronger the timing signal. Been...
  3. Osborne Adams

    Investor Chat A Calm Approach to Rebalancing

    Many investors only think about rebalancing after a big market move. By that point, the portfolio may already be doing something different from what the investor can comfortably hold. That is why I see rebalancing as maintenance, not as a prediction. Over time, portfolios drift. If one asset...
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