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- Buy-Side Insights — November 21, 2025
Buy-Side Insights — November 21, 2025
Brevan Howard’s $200M allocation to Catalio ● The "rolling recession" ● Modeling reps still matter ● Nailing the Fiserv blow-up with a Variant View ● Coatue's new AI workflow ● China's new RMB settlements on iron ore ● AI power demand
Doug Garber
November 21, 2025
What’s on tap today:
Buy-side intelligence – Why Brevan Howard is allocating to a healthcare specialist; implications of rolling recessions
Process & edge – Why real modeling reps still matter; how a 26-year-old analyst nailed a call on Fiserv; how Coatue is rebuilding research around AI
Energy, commodities & geopolitics – China continues their move towards independence and global currency leadership forcing RMB settlement on iron ore
AI capex supercycle — AI’s power demand is rewriting the energy equation