About.

In one paragraph: Detrended is the personal website of Dr Justin Pyvis. It's home to a newsletter about whatever I find interesting, along with a repository of my various projects.

The slightly longer version

Most commentary is noise. Prices move, pundits react, opinions are had. Very little of it helps you understand what's actually going on.

The Detrended newsletter is my attempt to do the opposite: take something that happened, look past the noise, and figure out what's actually there. Sometimes that's a structural shift everyone missed. Sometimes it's nothing. Either way, you'll know which is which by reading.

I'm not here to tell you what to buy (and even if I were, you probably shouldn't listen). I'm here to help you think a bit more clearly about what you're looking at.

Who writes this?

I'm Justin Pyvis. I have a PhD in economics and 20+ years of experience in policy and investment analysis. Before starting Detrended, I was the Principal Economist for the Economic Modelling and Policy team at the Western Australian Treasury, where I worked for half a dozen years. I've also worked for the infrastructure consultancy AECOM in Perth, and provided investment analysis for Aletheia Capital in Hong Kong.

Who is this for?

Anyone who wants analysis and context without being told what to do with it.

That might be a portfolio manager looking for a second opinion on a macro call. It might be someone saving for retirement who wants to understand what a central bank is actually saying. Or it might just be a curious person who likes charts and clear thinking.

If you want hot takes and bold predictions, you're in the wrong place. If you want help seeing the signal through the noise, stick around.

Why "Detrended"?

In statistics, to detrend something is to remove the underlying trend from a data series so you can see the fluctuations around it. It's how you separate signal from noise.

Subscribe

It's free. I'll email you when I publish; usually a couple of times a week, never more. No spam, no upsells, unsubscribe anytime.

Say hello

If you have a question, a correction, or just want to say hi, go ahead and shoot me an email: [email protected]