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 | 337 | Founded | 6 years ago | Last Issue | 12 days ago |
| Active | |||||
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pulsar.substack.comLatest Issues
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,
Italian elections 2027 - Part 1
Good afternoon folks. Today, we are going to talk about something that doesn’t feel urgent yet, but will. Italy is heading into a general election, constitutionally due no later than December 2027.
I want to walk you through why that’s int...
US Rates and Equity Heat Check.
Good evening folks.
Good evening folks.
ECB, first to go. Others to come.
Good afternoon folks,
Good afternoon folks,
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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