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Great write up! I would personally love to read the more advanced piece you have on written, swaps are something I have been interested in for a while. An unrelated question I have is do you have any recommendations for researching fixed income, ik that the terminal is the best however the price tag is not possible for me as a college student. I have tried looking online but it’s pretty hard to find any good resources. Any recommendations are very much appreciated!

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Mar 20, 2023Liked by Brian Romanchuk

True enough. The best time to practice "batten down the hatches" is before the storm arrives, and judging by the uptake, as of this morning, it seems it is a signaling exercise. Which is vastly preferable to a swapping tsunami because CB's waited to long versus tentative trickles gradually swelling into ... ;). Or, if one thinks what is happening is equivalent to QE, then they must be hearing something else, like, "hatch up the battens", I suppose. Anyway, about this "rock" you speak of, does it have an address? rooms for rent?

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