About

Independent research. Evidence driven views.

I research macroeconomic trends, financial markets, sector fundamentals and portfolio strategy. My work combines institutional data, quantitative analysis and independent judgment to understand what drives markets and what could change the investment thesis.

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What I cover

My research connects the macroeconomic environment, sector and company fundamentals, and portfolio strategy. I focus on how changes in economic conditions and industry dynamics translate into investment opportunities, risks and capital allocation decisions.

Macroeconomics Monetary Policy Equity Research Sector Analysis Market Cycles Asset Allocation Portfolio Construction Risk Analysis

About my research

My interest in investment research grew from a broader curiosity about how economies, industries and financial markets interact. I develop independent research to test investment ideas, challenge assumptions and form evidence-based views.

My work draws primarily on institutional and public data, combining quantitative analysis with economic and fundamental reasoning. The objective is not simply to reach a conclusion, but to understand what drives it, what could invalidate it and how the evidence evolves over time.

KK

Background

I hold a Bachelor's degree in Industrial Engineering & Management and have built my career in the technology and semiconductor industries, with experience spanning forecasting, strategic analysis and complex cross-functional decision-making. Alongside my professional career, I have developed a strong focus on financial markets, completed CFA Level I and independently manage investment portfolios across multiple asset classes.

BSc Industrial Engineering & Management  ·  CFA Level I  ·  Semiconductor Industry Experience  ·  Independent Investment Research

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Published research

Selected independent research has also been published by Revista Monitor, Business Magazine Albania and Ekofin Media — some of Albania's leading business and economic publications.

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Get in touch

I'm always happy to connect with readers, discuss markets, exchange perspectives or challenge an investment thesis. If you're looking to better understand or structure your investment portfolio, I'm also happy to have a conversation and share my perspective.

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