Tellimer Research

This week, I received an email offering me the chance to win an Airbnb gift card in return for filling out a survey. This sets the stage for a broad, and sustained, reopening, provided that foolish rejection of the Oxford-AstraZeneca and Johnson & Jo...

Recent weeks have seen a build-up of Russian military forces on Ukraine’s borders and in illegally occupied Crimea, with not only an escalation of tensions and rhetoric, but also an increase in fighting and fatalities, on both sides. What lies behind...

A fierce debate has been waging for many years as to whether cryptocurrency qualifies as an investment. However, based on its opening day of trading, one characteristic Coinbase seems to share with cryptocurrencies is high price volatility. Nigeria i...

The build-up to the Grab SPAC deal with Altimeter has been frenetic and the market seems to be blind to a certain reality once the announcement was made. Accordingly, Tan would control 60% of the voting shares after the merger with Altimeter. There a...

The CBRT held the one-week repo rate at 19% today, in line with the forecast of all but two of the 25 economists surveyed by Bloomberg. As long as rollover rates stay near unity, then Turkey will be able to weather the crisis, but a hard stop in fina...

US withdrawal suits Pakistan more than India... In the short term, the desire for an orderly troop withdrawal will align US interests with those of Pakistan (to exert restraint on the Taliban) and the subsequent shift of the balance of power in favou...