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The Damped Spring Report - "Shifts in growth, inflation, risk premium and positioning all lead to opportunities in markets"

The report discusses the shifts in growth, inflation, risk premium, and positioning in the market, highlighting opportunities and potential outcomes as Act 3 unfolds.

dampedspring.com

Sacha Meyers Bitcoin Is Venice: Essays on the Past and Future of Capitalism

More Than You Ever Wanted To Know About Volatility Swaps

Explores volatility and variance swaps, their properties, uses for trading and hedging volatility exposure, and methods for replication and valuation using options, while addressing practical challenges and implications of volatility skews.

emanuelderman.com
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Swen Emmerling

@swen

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Jörg Schroth

@joergs

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Neil Parikh

@njp

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Martin Klepsch

@martinklepsch