Access Institutional Research Free → Zentra Capital
Tuesday, May 06, 2026
Featured Research

Trump $1.5T Defense Ask Reprices Global Capital Flows

Trump's $1.5T defense budget reshapes global capital allocation, lifts defense contractors, pressures NATO allies, and signals a new era of fiscal expansion.

Komey Tetteh · May 16, 2026 · 8 min read

Latest Analysis

View All →
Crypto

EU Sanctions on Russian Crypto: The Macro Ripple No One Is Pricing

EU sanctions on Russian crypto carry deep implications for digital asset flows, energy markets, and capital allocation.

8 min read
Elections

Kosovo Snap Election Signals Balkans Risk Premium Reset

Kosovo's snap election signals a risk premium reset for the Balkans and pressures EU accession pathways.

7 min read
Climate

Georgia Wildfires: Drought Crisis Reprices Global Risk

Georgia's wildfire crisis reprices reinsurance, agriculture, energy, and EM sovereign risk in unexpected ways.

8 min read
Geopolitics

Ukraine War Macro Ripple Effects Reshaping Global Capital Flows

9 min read
Energy

The Global Energy Transition Myth: Why the Critics Are Wrong

9 min read
AI & Tech

OpenAI Goes Global: The Macro Shockwave From AI Infrastructure

8 min read
Trade Policy

China Expands Its Economic Pressure Toolkit Under Trade Truce Cover

8 min read
Healthcare

503B Outsourcing Facilities and the US Drug Shortage Macro Trap

9 min read
Real Estate

Mortgage Rate Trends and Their Global Macro Ripple Effects

8 min read
Komey Tetteh, Portfolio Manager at Zentra Capital

Markets don't move in isolation.
Neither should your analysis.

I'm Komey Tetteh, a portfolio manager at Zentra Capital. I specialise in delta-neutral, market-neutral strategies across SPX options and /ES futures.

This site publishes free research that connects the world's biggest non-finance events to actionable market insights. Every thesis here is informed by real capital deployment and 14+ years in derivatives markets.

14+
Years in Markets
SPX
Primary Market
ASIC
Regulated

Premium Research & Track Record

Zentra Capital's full research library, portfolio updates, and verified performance. Free to access. Sign up for the newsletter.

Visit Zentra Capital
Free Research