spaghettilisbon's desk view
spaghettilisbonhedge fund trader. rates, thematic equities. process based on: trend, fiscal flows and narrative.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 340 | Founded | 6 years ago | Last Issue | 9 days ago |
| Active | |||||
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pulsar.substack.comLatest Issues
Summer vibes.
Quick update on market moves and trade ideas.
Good morning folks,
A review of the global rates scoring
When it’s summer time, the markets usually slow down and you have some time where you can focus on refining your toolbox and see if something can be improved. This is that time of year. I used the week of holiday to check my tool box and se...
Some thoughts post-ECB
We had the ECB today, with pricing getting even more aggressive as of 4:40pm, as shown below.
As of today, a September hike is a done deal. Then, on the back of Trump tweets, we have a push higher.
[RTRS] 23 Jul – 16:29:27 — Trump said on...
Market Thoughts Before the Holidays
Good evening,
Since I’m headed on holidays, I thought it was time to throw out some thoughts on current markets across equities, rates, and commodities. Not discursive just bullet points.
US: With the minutes published a couple of days ag...
Steeper Curves, Mixed Equities: NFP, JGB Pain and a Tentative Europe Recovery
Good evening folks,
Good evening folks,
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