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(Geo)Political Report Card 2023

by Yushu Ma, Strategist   Max Malakhveitchouk, Senior Analyst    Matt Gertken, Head of GeoMacro   Junfei Guo, Research Analyst   Jesse Anak Kuri, Strategist  

Our political forecasting scored wins in 2023 but we failed to capitalize on it adequately in our trade recommendations.

BCAリサーチ | Geopolitical Strategy

A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.

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