Universal Asset Owners (Page 1)

Universal Asset Owners

Briefings, research, charts and analysis on the institutions, capital flows and systemic risks shaping long-horizon portfolios.

Chart of the Day: The Shrinking Denominator

The Probability Desk

PD Chart of the Day — 2026-07-02

One visual signal beneath the day’s headline.

UAO Editorial · Jul 2, 2026

The Probability Desk

PD Chart of the Day — 2026-07-01

One visual signal beneath the day’s headline.

UAO Editorial · Jul 1, 2026

Chart of the Day — The 30-Year JGB, Repriced

The Probability Desk

PD Chart of the Day — 2026-06-22

One visual signal beneath the day’s headline.

UAO Editorial · Jun 22, 2026

The Lebanon Clock: Brent Q4 2026 Distribution and the Warsh Hike Window

The Probability Desk

PD Chart of the Day — 2026-06-19

One visual signal beneath the day’s headline.

UAO Editorial · Jun 19, 2026

Chart of the Day — The most concentrated US market in 50 years, and how it resolves

The Probability Desk

PD Chart of the Day — 2026-06-13

One visual signal beneath the day’s headline.

UAO Editorial · Jun 13, 2026

The Hormuz Gambit: Where Does Brent Land by September 10?

The Probability Desk

PD Chart of the Day — 2026-06-11

One visual signal beneath the day’s headline.

UAO Editorial · Jun 11, 2026

Chart of the Day — The 5% Anchor: where a 50,000-path engine puts the long bond

The Probability Desk

PD Chart of the Day — 2026-06-09

One visual signal beneath the day’s headline.

UAO Editorial · Jun 9, 2026

Chart of the Day: A 36% Chance Brent Stays Above $95

The Probability Desk

PD Chart of the Day — 2026-06-08

One visual signal beneath the day’s headline.

UAO Editorial · Jun 8, 2026

The Probability Desk

PD Chart of the Day — 2026-06-05

One visual signal beneath the day’s headline.

UAO Editorial · Jun 5, 2026

Chart of the Day: The $13 Trillion Door Meets a Cracking Asset Class

The Probability Desk

PD Chart of the Day — 2026-06-03

One visual signal beneath the day’s headline.

UAO Editorial · Jun 3, 2026

50,000 simulated paths for 2027 hyperscaler capex — median $787bn, a 17% chance it shrinks

The Probability Desk

PD Chart of the Day — 2026-06-02

One visual signal beneath the day’s headline.

UAO Editorial · Jun 2, 2026

The Probability Desk

PD Chart of the Day — 2026-05-29

One visual signal beneath the day’s headline.

UAO Editorial · May 29, 2026