Research

Independent research, forthcoming.

The firm publishes selectively, and only what it is willing to defend in writing. The archive below is deliberately empty at launch — publications will appear here as they are written and signed.

Programme
Selective · Long-form
Format
Written · Modelled · Sourced
Distribution
Direct · Restricted
Standard
Truth before scale

A note on this page

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The publications index is empty by design.

Di Marco Capital is a new practice. Rather than populate this page with archival material the firm has not authored, or dress forthcoming work as a completed track record, the index below lists the categories the firm intends to cover. Reports will be added — one by one, on their own merit — as they are written, reviewed and signed.

Read our principles for the standards governing everything the firm publishes.

Research Programme

Coverage areas.

Six intended categories · Publications forthcoming

  1. 01MacroeconomicsGrowth, inflation, policy, cross-border capital flows.Forthcoming
  2. 02EquitiesLong-form single-name and thematic equity analysis.Forthcoming
  3. 03Digital AssetsObjective macro and infrastructure analysis of crypto markets.Forthcoming
  4. 04Private MarketsPrivate equity, venture and infrastructure — cycle and vintage.Forthcoming
  5. 05Artificial IntelligenceModel economics, moats and defensibility of AI-first businesses.Forthcoming
  6. 06Global EconomyCross-border trade, sovereign risk and regional growth divergence.Forthcoming

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