Zav Corin
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zavcorin.bsky.social
Zav Corin
@zavcorin.bsky.social
🚵- ⛷️ bum, Chamonix
co-founder of Futureflow, Ex IRO/CDS Trader
Ex “🏆winning” Macro PM / Partner 3bn $ HF
Invented CDS Choice Friday and Liquidity 🎄
Long term views only…
The only problem when looking at US with an EM hat is that one cannot help but think "economics drive politics" and that the only way the buffoon and his clowns are kicked out is to get a collapse in the narratives that keep him alive - a.k.a. AI, Crypto and leftovers of US exceptionalism...
November 25, 2025 at 3:24 PM
Has anybody ever run the correlation between Cocoa price and MSTR ?
November 25, 2025 at 3:21 PM
The contrast in narrative from Britain winning it all in 2017 to Britain being a dump they all want to leave is crazy ... At least French have always bashed their country but to see the brits in such self flagellation sequence for years now is just mind boggling... and of course truth in the middle
November 24, 2025 at 7:56 PM
positive impact for RU is only equal to the difference between price at which it would be selling energy to non EU vs EU so probably a fraction of this - say 20% ? And EU would pay more on energy bill so have less $ to give to Ukraine otherwise l. And Russia - so far- a cash rich to fund war anyway
November 23, 2025 at 3:38 PM