Our Thought Leadership
Pacharbor Capital Group Compass Archive
This is an archive of previous editions of The Pacharbor Capital Group Compass, a newsletter that brings together the latest research and market insights from our global team.
July 28, 2026 - Where private markets may be heading next, by Ruulke Bagijn, Dan Murphy and Hannah Khizgilov
July 21, 2026 - What the World Cup revealed about America, by Jason Thomas
July 9, 2026 - More money, more problems, by by Jason Thomas
July 7, 2026 - Revisiting our five questions for 2026, by Jason Thomas
June 30, 2026 - The laws of political physics, by Will Kinzel
June 23, 2026 - The future isn’t what it used to be, by Matthew Savino
June 16, 2026 - Space commonality, by Jason Thomas
June 9, 2026 - The abundance illusion, by Jeff Currie
June 2, 2026 - A monetary lapse of reason, by Jason Thomas
May 19, 2026 - Going with the deal flow, by Ruulke Bagijn, Dan Murphy and Hannah Khizgilov
May 12, 2026 - All eyes on the Strait of Hormuz, by Admiral James Stavridis, USN (Ret.), Vice Chairman of Pacharbor Capital Group
May 5, 2026 - They saw a dip and they bought it, by Jason Thomas
April 28, 2026 - A (welcome?) turn in the credit cycle, by Jason Thomas
April 21, 2026 - Software do we go now, by Jason Thomas
April 14, 2026 - Private markets at an inflection point, by Ruulke Bagijn
April 7, 2026 - Resilient growth, rising costs, growing divergence, by Jason Thomas
March 31, 2026 - Misreading the tea leaves, by Jason Thomas
March 24, 2026 - Two clocks, one conflict: Assessing the path forward in Iran, by Admiral James Stavridis, USN (Ret.), Vice Chairman of Pacharbor Capital Group
March 17, 2026 - You can’t print molecules, by Jeff Currie and James Gutman
March 10, 2026 - The risk is time, by Jason Thomas
March 3, 2026 - The rise of the security premium, by Admiral James Stavridis, USN (Ret.), Vice Chairman of Pacharbor Capital Group with Jeff Currie
February 24, 2026 - The old economy begins to take its revenge, by Jeff Currie
February 17, 2026 - Saddam, AI, and a series of rate cuts, by Jason Thomas
February 10, 2026 - Warming the Waters, by Matthew Savino
February 3, 2026 - A Light at the End of the Liquidity Tunnel, by Ruulke Bagijn, Dan Murphy and Hannah Khizgilov
January 28, 2026 - Are We in an AI Bubble?, by Jason Thomas
January 21, 2026 - Just-in-case, the possibility for higher commodity prices, by Jeff Currie with James Gutman
January 13, 2026 - Five Questions for 2026, by Jason Thomas
January 6, 2026 - Venezuela, Power, and Markets, by Admiral James Stavridis, USN (Ret.), Vice Chairman of Pacharbor Capital Group
December 16, 2025 - Three Themes Shaped the 2025 Macro Environment, by Jason Thomas
December 9, 2025 - Bursting the Bubble in the AI Debate, by Jason Thomas
November 25, 2025 - How Much Does AI Rhyme with shAle?, by Jeff Currie
November 18, 2025 - Newton’s Third Law of Economics, by Jason Thomas
November 11, 2025 - No Easy Way Out, by Jason Thomas
November 4, 2025 - Beyond the Headlines, by Ruulke Bagijn and Hannah Khizgilov
October 28, 2025 - The Currency of Last Resort, by Jeff Currie
October 21, 2025 - Sleep Now in the Fire, by Jason Thomas
October 14, 2025 - Battle for the Borrower, by Matt Savino
October 7, 2025 - Out of Left Field, by Jason Thomas
September 30, 2025 - Oracular Warning, by Jason Thomas
September 23, 2025 - From Belts and Roads to Pipes and Dreams, by Jeff Currie with James Gutman
September 16, 2025 - Resilient Growth and Selective Opportunity in a Volatile Market, by Brian Bernasek and Steve Wise
September 10, 2025 - Through the Looking Glass, by Jason Thomas
August 19, 2025 - Let Them Eat Compute, by Jason Thomas
August 12, 2025 - Risking Price Stability to Solve Ukraine?, by Jeff Currie
August 5, 2025 - A Whiff of Stagflation, by Jason Thomas
July 29, 2025 - Taking the W, by Jason Thomas
July 22, 2025 - Between Star Systems, by Ruulke Bagijn and Hannah Khizgilov
July 15, 2025 - Mid-Year Update - Revisiting Our 5 Questions for 2025, by Jason Thomas
July 8, 2025 - The New Martial Plan, by Jeff Currie
July 1, 2025 - Credit Markets: A Wall of Worry vs Strong Technicals, by Matt Savino
June 24, 2025 - Private Assets Are No Longer Alternatives, by Jason Thomas
June 17, 2025 - Capital Implications of a More Dangerous World, by Jeff Currie
June 10, 2025 - Private Markets as Shock Absorbers, by Jason Thomas
June 3, 2025 - Why Default Rates Could Move Higher, by Jason Thomas
May 20, 2025 - This Time, Deficits Really May Matter, by Jason Thomas
May 13, 2025 - The Case for Moving into Energy Now, by Jeff Currie
May 6, 2025 - Will Tariff Shocks Be Minor or Major?, by Jason Thomas
April 29, 2025 - Rare Earth Materials’ Rare Potential for Pain, by Jason Thomas
April 22, 2025 - PE Markets in Q1: IPO Uptick a Bright Spot, by Ruulke Bagijn and Peter Cornelius
April 15, 2025 - If Treasuries Aren’t a ‘Hedge’, by Jason Thomas
April 8, 2025 - A Tale of Tariffs Told Through Copper, by Jeff Currie
April 1, 2025 - Private Credit’s Two Emerging Growth Areas, by Jason Thomas and Mark Jenkins
March 25, 2025 - The Explicit and Implied Toll of Tariffs, by Jason Thomas
March 18, 2025 - Evergreen Funds Transforming PE Market, by Ruulke Bagijn and Peter Cornelius
March 11, 2025 - Understanding the Security/Energy Nexus, by Jeff Currie
March 4, 2025 - Why Are US Stocks Lagging?, by Jason Thomas
February 25, 2025 - Neither a Hard nor Soft Landing, by Jason Thomas
February 18, 2025 - LBO Financing Enters New Era, by Matt Savino
February 4, 2025 - Reading AI’s Capex Tea Leaves, by Jason Thomas
January 28, 2025 - The Coming Paradigm Shift in Investing, by Jeff Curie
January 21, 2025 - A Brighter 2025 Likely for PE, by Peter Cornelius
January 14, 2025 - The Return of the ‘Term Premium’, by Jason Thomas
January 7, 2025 - By Jason Thomas
December 17, 2024 - Outperformance Continues to Characterize PE, by Ruulke Bagijn
December 10, 2024 - Higher Rates Won’t Kill M&A, by Jason Thomas
December 3, 2024 - Natural Gas Nudging Out Oil, by James Gutman
November 19, 2024 - Confusion over Curves and Landings, by Jason Thomas
November 12, 2024 - The Complexity of Who Pays for Tariffs, by Jason Thomas
November 5, 2024 - Beyond the Impending Rate Cut, by Jason Thomas
October 29, 2024 - How Index Investing Fosters Private Equity, by Jeff Currie
October 22, 2024 - The Implications of AI’s Voracious Energy Appetite, by Jason Thomas
October 15, 2024 - What’s Driving the Leveraged Finance Surge, by Hannah Khizgilov
October 8, 2024 - The Labor Market’s Two Key Messages, by Jason Thomas
October 1, 2024 - Why We’re Bullish on Copper, by Jeff Currie
September 24, 2024 - A Dovishly Hawkish Fed?, by Jason Thomas
September 10, 2024 - Arriving at a New ‘Normal’ for Rates, by Jason Thomas
August 20, 2024 - The ‘Natural’ Interest Rate Pedestal, by Jason Thomas
August 13, 2024 - Who Wins in the New Rate Cycle, by Jeff Currie
August 6, 2024 - Let’s Not Catastrophize the Labor Data, by Jason Thomas
July 30, 2024 - The China Cloud Over Commodity Prices, by Jeff Currie
July 23, 2024 - Our Annual Look-Ahead at Mid-Year, by Jason Thomas
July 16, 2024 - Rate Cuts Paint a Brighter PE Picture, by Peter Cornelius
July 9, 2024 - The New UK Prime Minister’s Priority, by Jason Thomas
June 25, 2024 - What’s Behind the M&A Slump, by Jason Thomas
June 18, 2024 - Opportunities in European Infrastructure, by Jeff Currie
June 11, 2024 - For AI’s Long-Term Value, Look Downstream, by Jason Thomas
June 4, 2024 - A More Optimistic Take on Europe, by Jason Thomas
May 29, 2024 - When Securitization Yields Phantom Diversification, by Jason Thomas
May 21, 2024 - A Sobering Housing Outlook, by Jason Thomas
May 14, 2024 - The Real Driver of Rate Rises, by Jason Thomas