Curve Advisor | Substack
Curve Advisor
Focusing on tail risks.
Launched 4 years ago
ClaMOUr
What an eventful week – we got the MOU signed and we got our first look at the new Fed Chair. Both went slightly better than I thought, although I…
Jun 22
War A-ha Moment
I will do a Fed preview Tuesday with @Livesquawk.
Jun 15
AI Is Not Taking Over the Newsletter
(Any Time Soon)
Jun 8
More Outs
I am flabbergasted that Trump is considering a $300B reconstruction fund.
Jun 1
Trading Rates in this War
“It's déjà vu all over again.” This is about where we were a month ago, before Trump opened his yapper, walked back all of our promises and caused a…
May 25
Outs
In poker, when you are behind on a hand, the cards left to be played that can still give you the best hand are called "outs." My central view on the War…
May 18
The Waiting Game
May 11
Blockade Stumbling Block
Even though I have as little information as everyone else, I think my Iran War calls have been pretty good (if I do say so myself).
May 4
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Curve Advisor
Focusing on tail risks.