Concepts & Results
From key ideas to real client outcomes



Try Free Now!.
Learn from the best minds in the long history finance in the most didactic format powered by augmented media.
Try FreeInvestment Case Studies
Explore our most recent calls and results

PLAY ๐บ: Alibaba I : Mastercard Anticompetitive Business 06/06/2023
PLAY ๐บ: Alibaba II: The regulator's Complaints 06/06/2023
PLAY ๐บ: Alibaba III: The Motivations for the Split Up 26/07/2023
PLAY ๐บ: Alibaba IV: Q1 2023 Part I 26/07/2023
PLAY ๐บ: Alibaba IV: Q1 2023 Part II 26/07/2023
PLAY ๐บ: Alibaba Valuation Teaser using low multiples 07/31/2023
PLAY ๐บ: Alibaba Valuation China Commerce 08/01/2023
PLAY ๐บ: Alibaba: Ant Group Profile of Business 08/28/2023
PLAY ๐บ: Alibaba : Ant Group Alipay 08/29/2023
PLAY ๐บ: Alibaba Q2 2023 : Part I top line 08/13/2024
PLAY ๐บ: Alibaba Q2 2023 : Part II more inside the segments 24/08/2024
PLAY ๐บ: Alibaba - Enron in reverse 11/24/2024
PLAY ๐บ: Alibaba- Alipay more details 06/12/2023
PLAY ๐บ: Alibaba - Q4 2023 08/02/2024
PLAY ๐บ: Alibaba Dystopian Valuation 09/02/2024
PLAY ๐บ: Alibaba: Chip-Wars-I 02/15/2024
PLAY ๐บ: BABA-Q1-2024-Full-Year 07/08/2024
PLAY ๐บ: BABA-Q3-Absurd-Houdini 11/22/2024
PLAY ๐บ: BABA-Q4-Review 5/16/2024
PLAY ๐บ: BABA-Q1-2025-Review 5/22/2025
Monetary History & Bonds Short
Given your training in historical economics and sovereign debt, we detected a classic situation of private credit bubble (US 2008) kicked up at the sovereign level, with socialized losses, then a gov bond bubble with monetization morphing into an inflationary bubble 2021-?. We had in Q1 2023 a duration shock that has cuffed the Fed otherwise more banksโ would have to disorge USTs into BTFP. We are in a fiscal dominance regime. As soon as 2013 we expected the money printing to end into a duration problem based on historical precedents.

PLAY ๐บ: The Bonds Bubble
PLAY ๐บ: Return In Kind & Return in Money
PLAY ๐บ: Squishiness of currencies during war
PLAY ๐บ: Crowding out
PLAY ๐บ: Credit Gradient
PLAY ๐บ: Term Premium
PLAY ๐บ: Front-running an event on the Currency?
PLAY ๐บ: Fed's job is not to obstruct the inflation tax
PLAY ๐บ: New Inflation Target
PLAY ๐บ: Term Premium predicts the past

PLAY ๐บ: Review of Lufax Q1 2033 11/03/2023
PLAY ๐บ: Lufax Valuation Insight 11/13/2023
PLAY ๐บ: Macro Environment Lufax 11/16/2023
PLAY ๐บ: Registration Statement Lufax-I 11/20/2023
PLAY ๐บ: Registration Statement Lufax-II 12/03/2023
PLAY ๐บ: Registration Statement Lufax III 12/06/2023
PLAY ๐บ: Lufax 06 2023 part I 12/12/2023
PLAY ๐บ: Lufax 06 202 part II 12/16/2023
PLAY ๐บ: Lufax 06 2023 part III 12/19/2023
PLAY ๐บ: Lufax Microlending Boom Bust recovery 01/01/2024
PLAY ๐บ: Lufax Q3 2023 Part 1 01/07/2024
PLAY ๐บ: Lufax Q3 2023 Part 2 01/14/2023
PLAY ๐บ: Lufax Microlending Boom Bust recovery 01/01/2024
PLAY ๐บ: Lufax Q4 2023 Transcript Review 03/28/2024
PLAY ๐บ: Lufax Rebasing Liquidation 04/03/2023
PLAY ๐บ: Lufax Q1 2024 Turnaround 05/09/2024
PLAY ๐บ: Lufax Q2 2024 10/15/2024
PLAY ๐บ: Lufax Q3 2024 10/15/2024

PLAY ๐บ: GraphThread-Silver 04/23/2023
PLAY ๐บ: Silver Epsiode 2 05/23/2023
PLAY ๐บ: Silver Episode 3 05/24/2023
PLAY ๐บ: Silver Episode 4: Fear impact on PM price 06/29/2024
PLAY ๐บ: Silver Episode 5: Revaluation of Gold and Trade 07/17/2024
PLAY ๐บ: Silver Episode VI: Gold Discount & Premium vs Trade: Second variation 07/23/2024
PLAY ๐บ: Silver Episode VII: Gold Discount & Premium vs Trade: 3rd Variation 07/24/2024
PLAY ๐บ: Silver Episode VIII: Breaking Monopsony with Arbitrage 09/23/2024
PLAY ๐บ: Manipulation of Precious Metals Prices 05/26/2023
PLAY ๐บ: Gold Embargo During World War I 05/28/2023
READ ๐: Driver of PM demand during PM era 09/21/2024
Those that fail to learn from history are doomed to repeat it.
Winston Churchill.
You can't afford that with your money.
Focused on Success
Our mission is to break down complexity for our clients and make critical information transparent, actionable. Our unique visual technology from our Parent GraphCall, Inc has already been adopted by the Stock Exchange of Colombia and the Supreme court of Brazil.
Happy Clients across the GraphCall, Inc companies, including the Stock Exchange of Colombia
Mappings More than a thousand entitiesโ boards, management or ownership structures in 3 languages (English, Portuguese and French) Mandarin is scheduled for Q4 2023
Years of experience Our founders has seen 4 bear markets on WallStreet. His team has invested in Capital Markets in East-Asia South-East Asia, Europe and Russia, South Africa North and South America
3-Awards 1-patent approved The Technology used by GraphCall,Inc.'s companies made the Tech Column for the 30 years anniversary of IR (investor relations) Magazine New York.
Frequently Asked Questions
We have laid out the most common questions, however should you have more question, do not hesitate to contact us with the chat or by email sales@graphfinancials.com
Team
Check Our Team

Geoffrey Fouvry
Chief Executive OfficerGeoffrey Fouvry started his Career in Capital Markets in 2000 as risk arbitrager at York Asset Management ending his tenure as head of Research with a 14 years streak without loss. He then founded GraphCall and docutalk.io a Company that created a New Visual Recording Technology Based on โREDOโ as opposed to pixels recording (Video basically) that received several awards and an approved patent.

Martin Tixier
Institutional RelationshipsMr. Tixier previously served as Senior Fixed Income Investment Specialist for CANDRIAM. Martin is a certified CISI Level 3 FCA (Financial Conduct Authority) in Regulation, Securities and Derivatives and also has the ACI Dealing Certificate with distinction, winning the Best of Six Sigma Award while working at Bank of America for 7 years.
Mr. Tixier graduated ESSEC & ISC; he regularly lectures post graduate students on banking regulations & accounting, credit, interest rates and credit trading strategies. Mr Tixier is a contributor to independent research company OHM research and the author of the blog โMacronomicsโ launched in December 2009 discussing Macro trends credit.

Marcus Santos
CTOMarcus Santos is the CTO across the Companies of GraphCall, Inc. He is a Champion of Mathematics in Brazil. He graduated from ITA (Aeronautic Institute of Brazil. He has worked with 3G Capital from Paulo Lehmann, a Company that collaborated on several acquisitions with Berkshire Hathaway. He has worked with many Technology Companies in Europe, North and South America.
Contact
Contact Us
Location:
1178 Broadway, 3rd Floor #1133, New York, NY 10001
Email:
info@graphfinancials.com