Twelve-winged serpent In stable winds, I float I whistle, I wind Lyric unto isle Sweetened by tune deep in forest Water-borne joy echoes From valley to valley Mellowing out through birch and pine A string of dreams Sifting through trees The sun bleeding across the hills Into my closed eyelids The lagoon reminds me ofContinue reading “String of dreams – September 2023”
Author Archives: Devlin Demontigny
Orsted Analysis – September 2023
Orsted is a publicly traded renewable utilities company based in Denmark. It recently reported an impairment on US operations that saw its stock price tumble 25%. Orsted is a global leader in offshore wind projects with onshore and solar production aswell. It also has bets on futuristic technologies like renewable hydrogen and bioenergies. Unlike rivals,Continue reading “Orsted Analysis – September 2023”
Lamp in Heaven – July 2023
Whistle in the cool air Waiting and waiting But tomorrow never comes Death remembers my name Daughters of the field Dressed in trim with Fleeced frocks of green Tell me the first cut is always the deepest Mystic chords of memory Ski the slopes of my mind A sorry season for exercise There’s no hillContinue reading “Lamp in Heaven – July 2023”
Commercial Real Estate Time-bomb – July 2023
Small and regional banks across the United States might have trouble staying solvent as news of their exposure to office space slowly starts to emerge. Between now and 2027, a large portion of banks commercial property loans are maturing, further stacking pressure on fragile lenders already teetering under bond losses. Among those most exposed areContinue reading “Commercial Real Estate Time-bomb – July 2023”
Honey child – June 2023
Honey child Shadow, front and back Threepenny clown All seeds under heaven are equally black Minute-made lake Petals from above As north as south I’m a passenger of death One long fire, carried by hand Burns brightly every afternoon Unleashing pickled thoughts Earth, mind, ear and thumb Two sunsets, soul-bound and ephemeral Begins a reviewContinue reading “Honey child – June 2023”
AI and Nuvei (June 2023)
Increasing productivity gains through new machines have automated swathes of agriculture and manufacturing, driving down the relative price of their outputs. As a result, people have spent a greater share of their incomes on industries such as education, health care and recreation, which have not seen the same productivity gains. Overtime gross domestic product figures willContinue reading “AI and Nuvei (June 2023)”
Bliss – April 2023
Numb to revelation As colour to the bone Three glazed layers between us I am a phantom parasite Nature’s second act Is to bury me at night Next to my clipped wings A funk too strong for my taste A single hound Peril, its only possession Chews into my dreams Pumping then parting The futureContinue reading “Bliss – April 2023”
Reverse Repo and Bailouts – April 2023
By 2022, money market funds have deposited $1.7trn in the fed’s overnight reverse-repo facility. They agree to buy a security from the fed and resell it back later at a given price (usually higher). But the rates on overnight transactions have jumped from 0.05% in February 2022 to 4.8% today, offering better rates and higher-qualityContinue reading “Reverse Repo and Bailouts – April 2023”
Northern Eyes – March 2023
Northern eyes never meet Finest shape of woman The forest melts under my feet I cannot stop death Death is a dialogue A burnt moon and a spying angel Until ivy reaches my lips Don’t say my name Robins song A sound deep in the grave Rings through pyramids A pleasant sting Deaths banner standsContinue reading “Northern Eyes – March 2023”
Ford Analysis – March 2023
Ford motor company (NYSE: F) is in the midst of a transformation. The company is evolving into an electric vehicle leader. Although its EV segment is very slowly taking off, its investments towards a gas-free world will emerge over the next few years. Ford can tap into recently legislated tax credits of up to $7,500Continue reading “Ford Analysis – March 2023”
Devlin Demontigny 