Daniel Want

Please see our latest Quarterly Letter here: prerequisitecapital.squarespace.com/s/2026-05-12-Q…

Please see our latest Quarterly Letter here: prerequisitecapital.squarespace.com/s/2026-02-12-Q… $GOLD, $USD

@beaulij2 Apologies for the delay

@danieljwant Daniel when are we seeing the Q4 letter? Looking forward for this gem

See here for our latest Quarterly Letter... prerequisitecapital.squarespace.com/s/2025-10-24-Q…

See here for our latest Quarterly Letter - we discuss current conditions and some ways to navigate markets moving forward. prerequisitecapital.squarespace.com/s/2025-07-25-Q…

@SelfDestructCap A probabilistic opportunity possibly measured over quarters. Generally not a fan of 'term premia' as an analytical concept

Was great talking with Bart just now - listen in here…

See here for our latest Quarterly Letter - it surveys most of the major asset classes and briefly introduces our new Early Warning System approach. prerequisitecapital.squarespace.com/s/2025-05-15-Q…

Just released our latest Quarterly Letter, you can find it below... we touch upon capital flows, Gold and natural resources static1.squarespace.com/static/5f9a28e…

Just released our latest Quarterly Letter, you can find it below... it's all about US Corporate Credit Spreads prerequisite.com.au/s/2024-10-30-Q…

@dutsimans @crossbordercap I think different definitions and analysis purposes/targets, but not sure

@dutsimans @crossbordercap @crossbordercap does great work. ‘Liquidity’ is complex, there’s different definitions & various workings for different macro markets. It took me 15-20yrs to evolve my understandings & develop tools. I don’t know how they do it, but I do have a repeatable first principles process

Unfortunately we had the permissions incorrectly set for this - in some parts of the world it couldn't be viewed. We have fixed this. Latest "What if?..." Video (15mins) - problems in the global #Eurodollar system?... prerequisitecapital.squarespace.com/2024-what-if-v…

Our latest "What if?..." Video (15mins) - exploring the prospects for immediate problems in the global #Eurodollar system: prerequisitecapital.squarespace.com/2024-what-if-v…

Here we go again… buckle up!!

Here's our latest "What if...?" Video (5mins)... Capital Flows and the US Dollar... #USD #USDollar $USD #capitalflows prerequisitecapital.squarespace.com/2024-what-if-v…

Just released our latest Quarterly Letter, you can find it here... prerequisitecapital.squarespace.com/s/2024-07-23-Q…

@matcasey Thanks mate, agreed.

@danieljwant Great “what if” scenario. Australia may have the added complication of needing to look at State government spending & credit worthiness as the forecasts for State spending are exploding higher.

Here's our latest "What if...?" Video (6mins)... Sovereign credit risk and Australian Property: could we see double-digit mortgage rates in the next 7 years? prerequisitecapital.squarespace.com/2024-what-if-v…

Here's our latest "What if...?" Video (5mins)... Geopolitical Risk Escalation and possible opportunities in Aluminium and Alcoa... #aluminium #copper $AA #alcoa prerequisitecapital.squarespace.com/2024-what-if-v…