Transparency
Corrections
When something we published was wrong, it is listed here: what it said, what changed, and when. Fixes made before publication are not listed.
| Date | Where | What was wrong | Correction |
|---|---|---|---|
| 3 Nov 2026 | White Paper No. 1 "When Bonds Stop Hedging" (PDF v1.1, published October 2026) | Fourteen sentences described cited studies more strongly or more broadly than the studies themselves say. Examples: "only commodities and trend-following reliably gain" (the source: the most reliable gainers, others also gained); gold's crisis record "inconsistent" (the source: positive in seven of eight equity drawdowns 1985–2018, with a long-run return near zero); "one of the greatest bond bull markets in history" (no verifiable source; removed); "geopolitical stress" (not covered by the cited sources; removed). Several references were attributed to the wrong study. | Version 1.2: every sentence now says only what its source supports, references corrected and renumbered. The paper's own data, figures, results and conclusions are unchanged. Link |
| 1 Nov 2026 | LinkedIn: teaser for the Q4 Deep-Dive (posted 29 Oct 2026) | Said the report draws on 42 sources. The report has 47. | Post corrected to 47 sources. |
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