Independent finance writers publishing research, live trade ideas and portfolios. Follow free, subscribe for the full thesis.
Writers who publish their book. Real positions, real drawdowns.
Calls published in the open, with the levels they were made at.
Fee revenue is now a real number and the validator set decentralised enough to stop being the bear case.
by Tom Whitfield
Oil, gas and the commodity cycle — supply, storage and spreads.
by Dana Lopez
Options flow, positioning and volatility — where convexity hides.