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A week in flux
Political and Power Dynamics Week 48, 2025
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Agricultural markets and products
Oct 13, 2024
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Anatoly Kazimirov
3
Analytical valuation of Physical optionality for vessels
Sep 25, 2024
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Anatoly Kazimirov
3
Delta vs ITM%
Sep 9, 2024
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Anatoly Kazimirov
3
Black Swan versus King Dragon
Oct 24, 2024
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Anatoly Kazimirov
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Cold War "Greeks"
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Nov 27
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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
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Anatoly Kazimirov
Narcissus
The European illusion of prosperity
Nov 18
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OPEC+ was right, again
November 2025 Oil Commodities Outlook
Nov 13
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Anatoly Kazimirov
Illusions of arbitrage
Dispersion trading / Retro synthwave edition
Nov 6
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Anatoly Kazimirov
Option premia harvesting
Foundations of mean reversion
Nov 1
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Anatoly Kazimirov
1
The Return of Coercive Energy Politics
Geopolitics bros, we are so back
Oct 25
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Anatoly Kazimirov
The Map is Not the Territory
How a Flawed Model Conquered Finance
Oct 21
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Anatoly Kazimirov
The Helium Gambit
How China Broke America’s Stranglehold and Freed Itself to Play the Rare Earth Card
Oct 16
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Anatoly Kazimirov
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