Alex StacyHow Interest Rates Impact M&AOver the last fifteen years, zero interest rate policy (ZIRP) altered capital markets by impacting discount rates, which created a…7 min read·May 7, 2024----
Alex StacyThe Hudson Hill PlaybookHudson Hill identifies high potential companies operating in large markets with attractive business models that require investment in…5 min read·Mar 25, 2024--1--1
Alex StacyThe Hudson Hill OpportunityIn 2022, Edward Chancellor published a book called The Price of Time, which chronicles the historical relationship of economic activity…9 min read·Feb 12, 2024----
Alex StacyHow Interest Rates Impact Roll-UpsOver the past fifteen years, the private equity industry relied on M&A as a key pillar in value creation, thereby increasing its reliance…6 min read·Apr 25, 2023----
Alex StacyHow Interest Rates Drive ProductivityMuch has been made over the past 15 months about the impact of rising rates. Rising interest rates portend an ominous environment for the…6 min read·Feb 7, 2023----
Alex StacySticky SituationIn this article we’ll explore the “Sticky Situation” we find ourselves in financially and economically. Decades of easy money met the COVID…13 min read·Jun 3, 2022----
Alex StacyFiat Ate The WorldI’m going to make a controversial statement — printing money doesn’t cause inflation — they gasp in horror! Though the books, economics…7 min read·Nov 10, 2021----
Alex StacyVisa Tastes Better With A CokeThey say, “imitation is the sincerest form of flattery that mediocrity can pay to greatness”. Perhaps we can alter the phrase to say…10 min read·Aug 23, 2021----
Alex StacyWhat is Risk?If you asked a group of business school professors to define “risk”, they would dutifully reply, “beta”. Define “beta”, you may respond…7 min read·Apr 21, 2021----