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Hampson Strategies

Convexity Without
Complexity

Independent research, strategy, and consulting. We build systems that reduce friction and clarify decisions — across trading, real estate, architecture, and logistics.

Latest Market Note

Your Next Deposit Competitor Holds T-Bills

A prior note in this archive established that stablecoin reserves are functioning as structurally compelled, price-insensitive buyers of front-end Treasuries. This note describes what the same mechanism is doing to regional bank deposit franchises. The competitor is not JPMorgan or a fintech neobank. It is a GENIUS-compliant payment wallet holding sovereign liquidity instruments at 1:1, offering transactional utility without the credit intermediation function.

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Capability Brief

CDLA Research Architecture

Constraint-Deliverability Lag Alpha. Standard systematic strategies find stress. CDLA finds what stress has not yet priced.

358 active weeks · 14 years · Sharpe 3.83–4.39 · Zero hard look-ahead violations · Architecturally complete

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Inquiry Response

We work selectively by introduction or strategic fit.

Most inquiries are reviewed within 48 hours. If there is a fit, we will say so plainly.

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