Trader's nectar

Trader's nectar

Home
Chat
Archive
About
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
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

November 2025

A week in flux
Political and Power Dynamics Week 48, 2025
Nov 30, 2025 • Anatoly Kazimirov
Cold War "Greeks"
How Beta-Squared Gamma Exposes Your Hidden Exposures
Nov 27, 2025 • Anatoly Kazimirov
The Red Queen’s Dilemma
In Lewis Carroll’s Through the Looking-Glass, the Red Queen tells Alice that “it takes all the running you can do, to keep in the same place.” Nearly…
Nov 21, 2025 • Anatoly Kazimirov
Narcissus
The European illusion of prosperity
Nov 18, 2025 • Anatoly Kazimirov
OPEC+ was right, again
November 2025 Oil Commodities Outlook
Nov 13, 2025 • Anatoly Kazimirov
Illusions of arbitrage
Dispersion trading / Retro synthwave edition
Nov 6, 2025 • Anatoly Kazimirov
Option premia harvesting
Foundations of mean reversion
Nov 1, 2025 • Anatoly Kazimirov

October 2025

The Return of Coercive Energy Politics
Geopolitics bros, we are so back
Oct 25, 2025 • Anatoly Kazimirov
© 2026 Anatoly Kazimirov · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture