GiorsimsThe End of America First? Stock Index Relative Value Analysis: US vs EU/UK/JapanUS dominance in the stock market world may end soon, after more than 12 years leading vs its counterparts from other major economies6 min read·Mar 23, 2021----
GiorsimsLicense to Yield: How Bond Actions Affect S&P 500 (and Others)Bond bulls have high hopes that US will adopt negative rates, Powell just crushed their hopes, then comes stock dividend yield… and Tesla7 min read·Mar 4, 2021----
GiorsimsWhy 2020 is Different: FX Risk View on 43 Currency Pairs vs USD2020 shock is massive, but may not be that much from FX risk perspective4 min read·Feb 25, 2021----
GiorsimsBasel 4 in January 2023, R U Ready?After 2008 crisis, banking reforms have taken place. However implementation is not as easy as it seems, despite Basel 4 deadline in 20235 min read·Feb 23, 2021----
GiorsimsDancing Through The Coup: South East Asia through Myanmar’s Viral Coup VideoSouth-East Asia is an interesting region. Their potentials and characters are often misunderstood. Myanmar’s viral video is a good start5 min read·Feb 23, 2021----
GiorsimsModellers: When Are They Turning Into a Cult?(Originally published in LinkedIn — December 2020)5 min read·Feb 23, 2021----