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Curve Advisor

Focusing on tail risks.

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Substack
PricingFreemiumPublishesWeekly
Issues156Founded5 years agoLast Issue6 days ago
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Latest Issues

Warsh and Peace?

The market seems to be convinced that Warsh is a hawk. I’m not saying what few words he said at the post-FOMC presser didn’t lean hawkish. But wouldn’t you expect every central bank member to be firm on inflation expectations, when facing h...

6 days ago
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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 didn’t have high expectations for either. I have opinions on both of these developments.

Wha...

13 days ago
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War A-ha Moment

I will do a Fed preview Tuesday with @Livesquawk.

I will do a Fed preview Tuesday with @Livesquawk. https://x.com/LiveSquawk

20 days ago
2
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AI Is Not Taking Over the Newsletter

(Any Time Soon)

Just when I think Trump can’t be any worse at negotiating… last week, he says he doesn’t care if there is a deal, and the same day he is screaming profanities at Bibi for attacking Lebanon and jeopardizing the deal. I would...

a month ago
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More Outs

I am flabbergasted that Trump is considering a $300B reconstruction fund.

I am flabbergasted that Trump is considering a $300B reconstruction fund. Gemini says this is ON TOP OF sanctions relief (worth a $500++billion), and unfreezing thei...

a month ago
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  • Curve Advisor

    STIR prop trader focusing on assessing market probabilities and using nonlinear payout structures.

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