Slow-Motion Collapse of Everything

A dispatch from the international chaos desk

25 mins ago • Anatoly Kazimirov

Nothing Is Broken Fast Enough

Everyone Agreed. Nothing Was Ready

Feb 11 • Anatoly Kazimirov

The phone call

The Week America Stopped Pretending

Feb 1 • Anatoly Kazimirov

3

January 2026

The Kings last stand

The paradox of the dollar, the bubble in artificial intelligence, and the tightening noose of the bond market are not separate stories but facets of a…

Jan 21 • Anatoly Kazimirov

The Black Swan in Chief

Alpha, Beta, and Covfefe

Jan 17 • Anatoly Kazimirov

1

It is, expected

From Spot Price and Implied Volatility to Trading Reality

Jan 11 • Anatoly Kazimirov

2

Caracas by night

Heavy-sour structural repricing

Jan 3 • Anatoly Kazimirov

3

December 2025

The Carry Crisis

From Tokyo to Wall Street / Christmas edition

Dec 20, 2025 • Anatoly Kazimirov

Hidden hubs

Greece, Belarus and Malta controlling the flows

Dec 16, 2025 • Anatoly Kazimirov

1

Hedging Without the Headache

Asymmetric Payoffs in Panamax & Supramax

Dec 13, 2025 • Anatoly Kazimirov

The End of Liberal Internationalism

The Trump administration’s recently released National Security Strategy represents a fundamental reorientation of American grand strategy away from…

Dec 8, 2025 • Anatoly Kazimirov

1

November 2025

A week in flux

Political and Power Dynamics Week 48, 2025

Nov 30, 2025 • Anatoly Kazimirov