Market commentary from Tokyo focused on how Japanese and Korean markets, yen intervention, and Asian price action move global equities, bonds and currencies. Readers get a macro trader's contrarian takes on US-Japan FX coordination and cross-asset reactions, with charts and a strong personal point of view.
Website: https://www.acrossthespread.com
Sentiment Matters analyses investor sentiment and positioning across equity markets using a proprietary aggregate indicator, historical percentiles and return statistics. Issues cover country notes, weekly heatmap updates and occasional primers on market relationships such as equities and bond yields.
Independent research essays on markets, macro and AI-related investing, often backed by data, charts and backtests. Readers get analysis of valuation signals, risk management rules and the power and capital constraints on the AI buildout.
Kardamow publishes independent research and trade updates on energy, macro and geopolitics, tying each position back to earlier long-form pieces. Readers get specific trade rationales with cited figures, sell-side commentary and explicit follow-ups on prior calls.
Institutional-style crypto and cross-asset research covering market structure, regime analysis and driver reviews of major and altcoin price moves. Issues include multi-part retrospectives with charts and chart books, plus macro-aware relative-value model portfolio recommendations.
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