Lean Research
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LR embeds full-time offshore inv analysts with asset managers to take on all the grunt work so inv teams can focus on high-value work like inv strategy & ideas
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𝗚𝗹𝗼𝗯𝗮𝗹 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝟮𝟬𝟮𝟲: 𝗔𝗜, 𝗧𝗿𝗮𝗱𝗲, 𝗮𝗻𝗱 𝗧𝗿𝘂𝘀𝘁 𝗨𝗻𝗱𝗲𝗿 𝗣𝗿𝗲𝘀𝘀𝘂𝗿𝗲 2026 will be a sorting year when structural pressures clarify their direction across the global economy. Our latest analysis examines three converging forces:…
𝗚𝗼𝗹𝗱 𝗶𝗺𝗽𝗼𝗿𝘁𝘀 𝗷𝘂𝗺𝗽𝗲𝗱 𝟭𝟬𝟬% 𝗮𝗻𝗱 𝗽𝘂𝘀𝗵𝗲𝗱 𝗜𝗻𝗱𝗶𝗮’𝘀 𝘁𝗿𝗮𝗱𝗲 𝗱𝗲𝗳𝗶𝗰𝗶𝘁 𝘁𝗼 𝗮 𝗿𝗲𝗰𝗼𝗿𝗱. Gold, weak exports, and US tariffs explain more than the headline number. India posted a USD 41.7bn goods trade gap in Oct-2025. It looks huge. But the…
𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗠𝗶𝗻𝗲𝗿𝘀 𝗖𝗼𝘂𝗹𝗱 𝗦𝗼𝗹𝘃𝗲 𝗔𝗜’𝘀 𝗣𝗼𝘄𝗲𝗿 𝗖𝗿𝗶𝘀𝗶𝘀 As AI demand skyrockets, Bitcoin miners have the power solution. AI’s rapid growth is pushing the limits of compute power, and it’s creating a serious bottleneck in data center infrastructure.…
𝗔𝗜’𝘀 𝗳𝘂𝘁𝘂𝗿𝗲 𝘄𝗼𝗻’𝘁 𝗯𝗲 𝗰𝗼𝗱𝗲𝗱 - 𝗶𝘁’𝗹𝗹 𝗯𝗲 𝗰𝗼𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗲𝗱. $𝟭.𝟮 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻 𝗶𝗻 𝗖𝗮𝗽𝗲𝘅 𝗽𝗿𝗼𝘃𝗲 𝗶𝘁. In 1863, the Transcontinental Railroad was dismissed as fantasy. By 1871, US railroad investments reached 6% of GDP - a national…
𝗜𝗻𝗱𝗶𝗮’𝘀 𝗢𝗶𝗹 𝗧𝗶𝗴𝗵𝘁𝗿𝗼𝗽𝗲: 𝗦𝗮𝗻𝗰𝘁𝗶𝗼𝗻𝘀, 𝗧𝗮𝗿𝗶𝗳𝗳𝘀, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗥𝘂𝗽𝗲𝗲 New US sanctions on Rosneft & Lukoil - which supply ~60% of India’s Russian crude - put Delhi’s bargain barrels at risk. India gets ~35% of its crude from Russia; Reliance (the…
𝗖𝗵𝗶𝗻𝗮’𝘀 𝗕𝘂𝘁𝘁𝗲𝗿𝗳𝗹𝘆 𝗘𝗳𝗳𝗲𝗰𝘁 - 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗖𝗼𝗺𝗶𝗻𝗴 𝗖𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝗶𝗲𝘀 𝗖𝗵𝗲𝘀𝘀 𝗚𝗮𝗺𝗲 ♟️🌏 In the 1990s, Deng Xiaoping said: “𝗧𝗵𝗲 𝗠𝗶𝗱𝗱𝗹𝗲 𝗘𝗮𝘀𝘁 𝗵𝗮𝘀 𝗼𝗶𝗹, 𝗮𝗻𝗱 𝗖𝗵𝗶𝗻𝗮 𝗵𝗮𝘀 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵 𝗺𝗲𝘁𝗮𝗹𝘀.” Three decades…
𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗠𝗶𝗻𝗲𝗿𝘀 𝗗𝗼𝘂𝗯𝗹𝗲 𝗶𝗻 𝗩𝗮𝗹𝘂𝗲 𝗮𝘀 𝗛𝗣𝗖 𝗪𝗮𝘃𝗲 𝗥𝗲𝘄𝗿𝗶𝘁𝗲𝘀 𝘁𝗵𝗲 𝗣𝗹𝗮𝘆𝗯𝗼𝗼𝗸 ⚙️💰 The High-Performance Computing (HPC) boom is reshaping the crypto mining landscape. In just six weeks, the 14 leading U.S.-listed bitcoin miners and data…
𝗨𝗦 𝗘𝗰𝗼𝗻𝗼𝗺𝘆 𝟮𝟬𝟮𝟱: 𝗚𝗿𝗼𝘄𝘁𝗵 𝘃𝘀. 𝗟𝗮𝗯𝗼𝗿 𝗠𝗮𝗿𝗸𝗲𝘁 𝗧𝗲𝗻𝘀𝗶𝗼𝗻 🇺🇸 The U.S. economy is powering ahead, yet labor market softness and tariff pressures could shape 2026. 𝗦𝘁𝗿𝗼𝗻𝗴 𝗚𝗿𝗼𝘄𝘁𝗵, 𝗕𝘂𝘁 𝗦𝗹𝗼𝘄𝗶𝗻𝗴 𝗝𝗼𝗯𝘀 • Q3 GDP: +3.5%,…
𝗧𝗵𝗲 𝗖𝘆𝗰𝗹𝗲’𝘀 𝗠𝗶𝘅𝗲𝗱 𝗠𝗲𝘀𝘀𝗮𝗴𝗲𝘀: 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲 𝘃𝘀. 𝗖𝗮𝘂𝘁𝗶𝗼𝗻 𝗚𝗹𝗼𝗯𝗮𝗹 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗮𝗿𝗲 𝘀𝗲𝗻𝗱𝗶𝗻𝗴 𝗰𝗼𝗻𝘁𝗿𝗮𝗱𝗶𝗰𝘁𝗼𝗿𝘆 𝘀𝗶𝗴𝗻𝗮𝗹𝘀. U.S. GDP is tracking 3.9% annualized in Q3, equities are near all-time highs, and emerging…
𝗙𝗹𝗮𝘀𝗵𝗹𝗶𝗴𝗵𝘁 𝗼𝗻 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝗙𝗢𝗠𝗖: 𝗣𝗵𝗮𝘀𝗲 𝗜𝗜 𝗼𝗳 𝗥𝗮𝘁𝗲 𝗖𝘂𝘁𝘀 𝗕𝗲𝗴𝗶𝗻𝘀 💡 The Fed appears ready to resume easing. At the September meeting, the fed funds rate is expected to drop 25 bps to 4.00%-4.25%, marking the start of Phase II of the…
𝗜𝗻𝗱𝗶𝗮 𝗖𝗣𝗜 𝗔𝘂𝗴𝘂𝘀𝘁 𝟮𝟬𝟮𝟱: 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝘀𝗶𝗴𝗻𝗮𝗹𝘀 𝗮 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗥𝗕𝗜 𝗽𝗶𝘃𝗼𝘁 August CPI data show a calmer inflation landscape, challenging the RBI’s forecasts and hinting at more room for monetary easing. 🔹 𝗖𝗼𝗿𝗲 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻…
𝗖𝗵𝗶𝗻𝗮’𝘀 𝗘𝗻𝗲𝗿𝗴𝘆 𝗧𝗿𝗮𝗽: 𝗙𝗼𝘂𝗿 𝗦𝘁𝗿𝗮𝗶𝘁𝘀, 𝗢𝗻𝗲 𝗔𝗰𝗵𝗶𝗹𝗹𝗲𝘀 𝗛𝗲𝗲𝗹 🛢 The world’s oil flows through just four chokepoints: Malacca, Hormuz, Suez, Bab el-Mandeb. Three in the Middle East, one in Southeast Asia—Malacca, through which 80% of China’s oil…
𝗜𝘀 𝘁𝗵𝗲 𝗨.𝗦. 𝗟𝗮𝗯𝗼𝗿 𝗠𝗮𝗿𝗸𝗲𝘁 𝗕𝗿𝗲𝗮𝗸𝗶𝗻𝗴 - 𝗼𝗿 𝗝𝘂𝘀𝘁 𝗙𝗹𝗮𝘀𝗵𝗶𝗻𝗴 𝗮 𝗙𝗮𝗹𝘀𝗲 𝗦𝗶𝗴𝗻𝗮𝗹? July payrolls rose only 73k vs 109k expected, with prior months revised sharply down. Strip out healthcare, and private hiring is barely moving - raising…
𝗙𝗿𝗮𝗻𝗰𝗲 𝗼𝗻 𝘁𝗵𝗲 𝗘𝗱𝗴𝗲 - 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗟𝗲𝘀𝘀𝗼𝗻𝘀 𝗳𝗼𝗿 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗱 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗲𝘀 📉 91% of the French population rates the economy as “bad” - the worst among 30 surveyed countries, even higher than Turkey (78%) and Argentina (71%). 🔹 Budget stress:…
𝗚𝗼𝗹𝗱 𝗶𝘀 𝗯𝗮𝗰𝗸 𝗮𝘀 𝗮 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗮𝘀𝘀𝗲𝘁 - 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 𝘁𝗲𝗹𝗹 𝘁𝗵𝗲 𝘀𝘁𝗼𝗿𝘆. 🔹 Since 2022, central banks and sovereign wealth funds have tripled gold purchases - from ~100 tons per quarter to ~275 tons. Gold now accounts for >20% of…
𝗛𝗲𝗱𝗴𝗲 𝗙𝘂𝗻𝗱𝘀 𝟮𝟬𝟮𝟱: 𝗧𝗵𝗲 𝗡𝗲𝘄 𝗥𝘂𝗹𝗲𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗚𝗮𝗺𝗲 💵 Hedge Funds Are Changing—Big Time The classic “2 and 20” fee model is dying . Many funds lagged indices, and investors got skeptical. Enter passthrough fees: management fees drop slightly, but all…
𝗦𝗵𝗮𝗿𝗲𝗵𝗼𝗹𝗱𝗲𝗿𝘀 𝘃𝘀. 𝗔𝗽𝗽𝗹𝗲: 𝗧𝗵𝗲 $𝟭𝟯𝟳 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗲𝗯𝗮𝘁𝗲 🔹 10 years ago: Hedge fund titan David Einhorn of Greenlight Capital took on Apple—not as a tech critic, but as a shareholder advocate. Owning just 0.12% of Apple, Einhorn sued the company to…
𝗔𝗻 𝗔𝗴𝗶𝗻𝗴 𝗪𝗼𝗿𝗹𝗱 𝗠𝗲𝗮𝗻𝘀 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗜𝘀𝗻’𝘁 𝗚𝗼𝗶𝗻𝗴 𝗔𝗻𝘆𝘄𝗵𝗲𝗿𝗲 The 21st century lulled investors into a false sense of security: G7 inflation averaged just 2%, far from the 5% of the 20th century. But beneath the calm lies a structural shift that…
𝗔𝗺𝗲𝗿𝗶𝗰𝗮’𝘀 𝗧𝗮𝘅 𝗣𝗲𝗻𝗱𝘂𝗹𝘂𝗺 𝗦𝘄𝗶𝗻𝗴𝘀 𝗕𝗮𝗰𝗸? For most of the 20th century, America taxed its wealthiest citizens at staggering rates - up to 94% in 1944, and 91% through the 1950s. That changed with Reagan’s cuts in the 1980s, dropping the top rate to 28%.…
𝗣𝗼𝘄𝗲𝗹𝗹’𝘀 𝗗𝗶𝗹𝗲𝗺𝗺𝗮: 𝗦𝗼𝗳𝘁 𝗟𝗮𝗻𝗱𝗶𝗻𝗴 𝗼𝗿 𝗦𝘂𝗱𝗱𝗲𝗻 𝗦𝘁𝗮𝗹𝗹? The July jobs report came in weak. Rate-cut bets surged. It’s déjà vu from 2024 — when soft labor data triggered a surprise 50bps cut. But 2025 is different. Inflation is stickier, deficits are…
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