Delvue Insights · Arguments, dated
Insights is where Delvue publishes arguments: market commentary, investment perspectives, leadership notes. It is slower than a daily brief and more opinionated than a research file. If we cannot date it and sign it, it does not belong here.
We are a small team. A Newsroom page that pretends to be Reuters would be embarrassing. Insights is an honest magazine. Press & media can exist as a thin desk for actual requests. Expert opinions will be named.
The blog is already Namibia/SADC stories. Insights is the ongoing argument about the desk itself: why human-in-the-loop, why N$ 100, why we will not put Live on a mock. Some pieces may cross-post.
Ticker touts. Paid features without labels. AI sludge. If a model drafts, a human still signs.
Research Desk19 Aug · NAD liquidity
Treasury issuance heavier this week. Retail sleeves should keep 8–12% cash until settlement windows clear.
What we think the tape meant for NAD books.
Longer views on indexing, RWA, AI.
Founder notes when they are actually notes, not PR.
A person in Windhoek, not “the algorithm.”
Opinion. Not a research rating.
Essays that can live a year.
Macro arguments rot.
Know who is talking.
Research is next door.
Your IPS still wins.
| Surface | Job | Speed |
|---|---|---|
| Daily brief | Glance | Fast |
| Insights | Argument | Medium |
| Journal essay | How to think | Slow |
| Reports | Object you keep | Slow |
It is the public magazine. Formal press requests can still go through Contact.
Waitlist / newsletter on the site. We will not buy a spam list.
Maybe, named, edited. Not a backlink farm.
Research Reports, Investment Research, Academy.
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Research Reports
Reports are the long objects: SADC energy, NAD liquidity seasons, tokenization legal maps. This page looks like a stack because a report is not a card. AI may help assemble exhibits. A human still owns the PDF.
Investment Research
Investment Research is the magazine of the ecosystem: company, ETF, digital asset, and alternative notes with a shared template. AI can draft. Editors in Windhoek should still be able to kill a sentence. Buy buttons do not live here.
Delvue Academy
Academy is a curriculum: compounding in NAD, direct indexing versus unit trusts, tokenization and title, how to read an AI risk note. The mock is a lesson list because completion should feel like school, not like growth-hacking.
Join the waitlist if this page is why you showed up. We email when onboarding opens.