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Curve Advisor

Focusing on tail risks.

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Substack
PricingFreemiumPublishesWeekly
Issues153Founded4 years agoLast Issue9 days ago
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Latest Issues

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...

9 days 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...

16 days ago
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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 further spike in oil.

“It’s déjà vu all over again.” This is about where we were a month a...

23 days ago
1
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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 is that the impasse lasts longer than shorter.

In poker, when you are behind on a hand...

a month ago
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The Waiting Game

[Dad joke incoming]

[Dad joke incoming]

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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