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OPEC+ was right, again
November 2025 Oil Commodities Outlook
Nov 13
•
Anatoly Kazimirov
Illusions of arbitrage
Dispersion trading / Retro synthwave edition
Nov 6
•
Anatoly Kazimirov
Option premia harvesting
Foundations of mean reversion
Nov 1
•
Anatoly Kazimirov
1
October 2025
The Return of Coercive Energy Politics
Geopolitics bros, we are so back
Oct 25
•
Anatoly Kazimirov
The Map is Not the Territory
How a Flawed Model Conquered Finance
Oct 21
•
Anatoly Kazimirov
The Helium Gambit
How China Broke America’s Stranglehold and Freed Itself to Play the Rare Earth Card
Oct 16
•
Anatoly Kazimirov
The Myth of Free Money
What Volatility Reveals About Markets, Commodities, and Power
Oct 10
•
Anatoly Kazimirov
When the Curve Flattens
Why Oil, Labor, and Wall Street Are sending the same signal
Oct 2
•
Anatoly Kazimirov
September 2025
Iron Ore unveiled
From Ground to Global markets
Sep 30
•
Anatoly Kazimirov
Asian options
Limitations of delta/gamma hedging
Sep 25
•
Anatoly Kazimirov
Gambler's fallacy
It’s a quietly shocking experience: looking at two solid months on a chart, and noticing a market index seems to go up almost every single day.
Sep 14
•
Anatoly Kazimirov
Pipelines, Parades, and Power
The Siberian Dilemma in Eurasian Energy and Geopolitics
Sep 5
•
Anatoly Kazimirov
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