Macro Manv
Macro ManvTrade ideas worth stealing. Macro takes you can argue. Physics that hurts. Philosophy that breaks your intuition. Wit that (usually) misses.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 57 | Subscribers | Read | manveersahota.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Good, The Bad, and The Ugly: A Year Marked to Market
Every meaningful rates and macro call from year one. Just P&L.
What’s the Deal with Iran? The Asymmetric Energy Trade Markets Are Missing
EBITDA: Earnings Before Iran, Tariffs, and Donald’s Announcements. Twenty years of data point to a 3:1 payoff skew. Two paths to profit, one tail risk.
2s10s: The Trade Hiding Inside Hong Kong's 140bp Headline
Where the spread actually lives, and who gets paid
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Authors
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Rates Strategist. Posts about finance, philosophy and physics. Trade ideas worth stealing. Macro takes you can argue. Physics that hurts. Philosophy that breaks your intuition. Wit that (usually) misses.
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