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spaghettilisbon's desk view

spaghettilisbon

hedge fund trader. rates, thematic equities. process based on: trend, fiscal flows and narrative.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues332Founded6 years agoLast Issue7 days ago
Active

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Latest Issues

Hawkish Pricing, Dovish Reality

Good afternoon folks, it’s time for a global macro update, and we will cover a wide range of markets.

Good afternoon folks, it’s time for a global macro update, and we will cover a wide range of markets.

7 days ago
3
Paid

week #22 - 2026

Good afternoon,

Good afternoon,

18 days ago
2
Paid

Nikkei, Sushi and JGBs.

Good afternoon people, we are going to cover today a country that I’ve been trading and following since the beginning of my career, aka Japan. Maybe it’s because I’ll be there on holiday in October, maybe because we are having big moves in...

24 days ago
23
1

week #20 - 2026

Good morning folks,

Welcome back to a fresh global macro update. We will cover various topics today and I’m planning to give an extensive review of where we stand on some of the themes I’ve been following.

First, a brief recap on fiscal f...

a month ago
12

week #17 - 2026

Good evening folks,

Good evening folks,

2 months ago
6
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