Reletter
Artwork for Navnoor Bawa

Navnoor Bawa

Tens of paid subscribers

Quantitative Researcher. How hedge funds actually make money, worked out from court records, 13Fs and CFTC filings. Every number sourced, every thesis falsifiable.

Platform
Substack
PricingFreemiumPublishesDaily
Issues295Foundeda year agoLast Issue3 days ago
Active

Read this Newsletter

navnoorbawaresearch.com
Artwork for Navnoor Bawa

Latest Issues

JPMorgan, Citi, BofA and Goldman Hold 79% of a $296 Trillion Derivatives Book. A Year Ago It Was 87%.

The OCC's own numbers say the club widened this quarter, and a bank's derivatives revenue mix just swung harder than at any point since the report existed.

Four US banks, JPMorgan Chase Bank NA, Citibank NA, Bank of America NA and Goldman...

3 days ago
1
Paid

Coinbase and CME Both Just Reopened a Product a 2020 Margin Rule Killed

Coinbase’s September 1 filings to relaunch perpetual futures on individual US stocks read as a demand story, but a capital rule window and a live federal lawsuit sit underneath it.

I’d size this as an open question, sitting on top of a dem...

4 days ago
3

MSCI's $310 Million Bid Broke on Adani Energy While Reliance Absorbed a Bigger One

MSCI's rebalance, priced to $310m. India's new 20-minute auction, priced to nothing.

MSCI modeled a $310 million passive bid for Adani Energy Solutions. The 31 August closing auction needed $569 million to clear, and the stock fell 10.4% a...

6 days ago
1
Paid

Dealer Vanna Just Hit a Two Year Extreme. The BOJ Meets September 18. Here's the Level Where It Flips

The Black Scholes flip level for September 18, worked from six live inputs

Market maker vanna exposure, the Greek that decides whether dealer hedging dampens a selloff or force feeds it, just printed its steepest negative reading in two ye...

7 days ago
2
Paid

Deutsche Telekom's German Business Trades at 4.7x. Elliott Just Bought the Stub.

The popular arithmetic sets a 54% equity claim against 100% of consolidated debt. Correcting that halves the gap, and then a harder problem shows up underneath.

The popular arithmetic sets a 54% equity claim against 100% of consolidated de...

8 days ago
1
Paid

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for Navnoor Bawa.

SubscribersEngagement74Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

SEO Reach

Where Navnoor Bawa ranks on Google, and how much search traffic it brings in.

Ranked Keywords1.3kMonthly Search TrafficTop Keywords

Authors

The writers behind this newsletter.

  • Navnoor Bawa

    Quantitative Researcher. How hedge funds actually make money, from their own filings.

  • Frequently Asked Questions

    How can I access the email archive for Navnoor Bawa?

    You can find recent issues that have been published by Navnoor Bawa on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

    How many subscribers does Navnoor Bawa have?

    To see how many people subscribe to Navnoor Bawa, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.

    How can I advertise in Navnoor Bawa?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch Navnoor Bawa as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.

    Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.

    How much does it cost to sponsor a publication like Navnoor Bawa?

    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact Navnoor Bawa using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to Navnoor Bawa?

    Scroll up to where it says Related Newsletters to see other publications like Navnoor Bawa. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact Navnoor Bawa?

    Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.