Slow food for thought

Insights and research on global events shaping the markets

Why the rise in global bond yields is a supply problem — and the single trade it puts at risk

A video published three years ago on YouTube can still be earning money today. Nobody had to make it again. No customer had to be reacquired. The production cost was paid years ago, but the cash flow continues. That makes old video libraries look a lot like annuities and financial buyers are starting to take notice.

Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

Fast food for thought

Insights and research on global events shaping the markets

The rise in global long-term rates gains momentum and weighs on bond-market performance

|

18/08/2026

Crypto corner

A monthly deep dive into crypto assets

AI Insights

Hand-curated selection of the latest developments in the AI world

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks