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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

Convex Terrain Monitor — Delta Report: From Capital-Constrained to Earnings-Constrained.

Bank deposit beta is rising faster than asset repricing capacity, tightening net interest margin elasticity and feeding back into credit supply. The system is transitioning from capital-constrained to earnings-constrained. Rates didn't need to rise. Funding costs did.

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Tennessee Roots
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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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