Hidden Asymmetries
Shashank RaiI cover global macro issues and break down market dynamics with a long term view
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 92 | Subscribers | Read | hiddenasymmetries.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Long Game of Dollar Swaps
I like mental models. Mental models are hard work. They take time to build, and for a long stretch they feel more like philosophical distractions than practical tools. Yet once a good model clicks, it changes how you see the system; you sto...
Backwards by Design
For a newsletter that has Bitcoin and other cryptos in the banner, I consider it my solemn duty to keep tracking how cryptocurrencies are changing the fundamentals of global finance. It helps to have a thesis and I have continued to maintai...
What about Wheat?
For anyone not counting down till 8 PM ET tonight, or simply enjoying some Pizza and Netflix, US and Iran announced extended negotiations and a ceasefire in the Strait of Hormuz. Oil prices dropped because supply fears abated a little. Gold...
Corridors of Autonomy
A couple of months back, Canadian Prime Minister Mark Carney made news at the World Economic Forum for seemingly all the right reasons. Carney chose to introduce his “rupture in the world order” not in Ottawa or Washington but on the high, ...
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Authors
The writers behind this newsletter.
Understanding the world, a few market moves at a time.
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