Alex’s Newsletter

The Defense Supercycle and Investment Opportunity Whitepaper

An research report on the global defense ecosystem and investment opportunities

Jun 20, 2023 • 

Patrick Bateman

1

February 2022

TMRC Investment Thesis

Investments I look for take two forms.

Feb 11, 2022 • 

Patrick Bateman

2

3

January 2022

Fed CBDC Research Paper Thoughts

Good afternoon and happy Friday.

Jan 21, 2022 • 

Patrick Bateman

Emerging Markets Spotlight- Africa

Good afternoon thanks for reading.

Jan 11, 2022 • 

Patrick Bateman

2

Some 2022 Investing Themes

Thanks for subscribing and happy new year.

Jan 4, 2022 • 

Patrick Bateman

3

December 2021

China is uninvestible- ADRs and VIEs

Thanks to everyone for reading.

Dec 29, 2021 • 

Patrick Bateman

3

Alternative Investments- Legos

Some quick news that I wanted to follow up on, alternative alpha, and a slightly bearish collection of unrelated trends.

Dec 20, 2021 • 

Patrick Bateman

1

Alex Richmond Note #2

Thanks to everyone who read my first note, and welcome to anyone new.

Dec 16, 2021 • 

Patrick Bateman

1

Alex Richmond Substack Note #1

My first note so please reach out if you have any thoughts.

Dec 15, 2021 • 

Patrick Bateman

3

Coming soon

This is Alex’s Newsletter, a newsletter about Markets, technology, geopolitics, etc.

Dec 15, 2021 • 

Patrick Bateman