Prairie Ghost Strategy
Independent research and capital allocation services
Analysis
Equities theses informed by narrative, behavioral, and macro economics—focused, testable views with a 1–3 year horizon.
Development
Shaping concepts into systems—open-ended work, iterative and context-aware.
Publications
Letters and essays
Letter - Q2 2024
July 15, 2024
Macro environment review, positioning, and risk framework updates. (PLACEHOLDER)
Essay: Liquidity Regimes and Risk
May 3, 2024
An overview of liquidity cycles and implications for asset allocation. (PLACEHOLDER)
Monthly Commentary - April 2024
May 1, 2024
Market dynamics, factor contributions, and outlook for the next quarter. (PLACEHOLDER)