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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

Lead & Lag: EM's Compound Vulnerability.

This note is not about emerging market contagion. What is assembling across EM sovereign balance sheets right now is different — three independent pressure vectors arriving simultaneously, each one manageable in isolation, compounding into a feedback loop that activates at a threshold most models aren't watching. The lead indicators are already moving. The lag is recognition.

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