The Stalwart has unfortunately been very quiet as of late, or even for awhile already given that Joe now writes at Clusterstock (As most who have followed this site probably know) and I, Vincent, have been busy with my own research consulting work after resigning from Citi.
Nevertheless, I've now launched a personal blog called Research Reloaded and I invite former Stalwart readers to come check it out, (I will be pleasantly surprised if they are still following this enough to see this post!) I was always impressed by the quality of the readership here and your commentary. I think we had some good debates. I'd love to continue them.
I'll warn that the new site is very much investment analysis oriented so far, and so perhaps for a very niche audience, and a bit dry for the wider audiance. But as I grow comfortable with the blog, and find my voice, we'll probably start to see broader economic and business issues blogged as well, as was the case here at The Stalwart. I'm basically hoping to do the same thing as I did here at The Stalwart, once I hit my stride.
One unique feature I have incorporated is a research upload function. Basically readers can upload research pdf's for discussion. So for example, the site could debate the latest Goldman research on Energy. And there's a lot more in the pipeline. I hope to debate professional research that has been submitted directly from research firms. That's the dream. We'll see. But feel free to come and give it a try if you think there is an article worth discussing whether you are for or against. Or just come read what others say.
...and of course maybe one day the Stalwart will come back, but until then... feel free to keep in touch with me via Research Reloaded.
Best,
