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…
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…
Pinned
Zav Corin
@zavcorin.bsky.social
· Sep 19
Useful reminder : Trend following models do not account for political risk. They just follow and amplify the trend(s)
In the short / medium term, the stock market is NOT the economy but is EVEN LESS the implied estimate of a country's risk premium over time...
In the short / medium term, the stock market is NOT the economy but is EVEN LESS the implied estimate of a country's risk premium over time...
Reposted by Zav Corin
Ok, but this isn't good.
"It was tough to beat Apple, but the Swiss did it." said one administration official.
How the Swiss convinced Trump to drop tariffs with gifts of a Rolex desk clock and a 1 kg gold bar.
www.axios.com/2025/11/14/t...
How the Swiss convinced Trump to drop tariffs with gifts of a Rolex desk clock and a 1 kg gold bar.
www.axios.com/2025/11/14/t...
How to lobby Trump with Swiss precision: gifts, gold and gab
How the Swiss broke a diplomatic logjam on tariffs by arriving with tributes fit for a king.
www.axios.com
November 15, 2025 at 9:49 PM
Ok, but this isn't good.
The Shitcoin we sold you has not been devalued ..
November 14, 2025 at 3:14 PM
The Shitcoin we sold you has not been devalued ..
“I may end up with a sombrero for saying that”…
Sen. John Kennedy on Epstein: "I just don't think this issue is gonna go away until it's addressed and answered to the American people's satisfaction. And I may end up with a Sombrero on my head for saying that, but that's the way I see it."
November 13, 2025 at 10:30 PM
“I may end up with a sombrero for saying that”…
Reposted by Zav Corin
Let me just say that the reason ‘local frontier’ is the hot new thing in EM is not because investors think more EM local currency yields are about to converge to DM. on.ft.com/3WL6k1g
The great inversion on emerging markets
Market and economic trends are challenging the idea that EM bonds should trade at a discount to developed economy debt
on.ft.com
November 11, 2025 at 9:14 AM
Let me just say that the reason ‘local frontier’ is the hot new thing in EM is not because investors think more EM local currency yields are about to converge to DM. on.ft.com/3WL6k1g
Reposted by Zav Corin
Nail on the head, Clegg
November 10, 2025 at 7:49 PM
Nail on the head, Clegg
Reposted by Zav Corin
So make no mistake, this is a coordinated assault on one of the cornerstones of British civic life from people who want to weaken our democracy. Sadly, the BBC is so cowed it will actively abet them in its own destruction.
November 10, 2025 at 9:53 AM
So make no mistake, this is a coordinated assault on one of the cornerstones of British civic life from people who want to weaken our democracy. Sadly, the BBC is so cowed it will actively abet them in its own destruction.
Reposted by Zav Corin
Some interesting ideas in here, counterbalancing the pervading sense of inevitability that in the end only helps the very people it is directed against.
Peak Everything? My latest on whether we have passed peak Trump, peak stocks, peak populism and peak Farage, plus how to fight back against ethno-nationalists
Peak Everything
Thoughts on whether we have passed peak Trump, peak stocks, peak populism and peak Farage plus how to fight back against the ethno-nationalists
open.substack.com
November 9, 2025 at 9:10 PM
Some interesting ideas in here, counterbalancing the pervading sense of inevitability that in the end only helps the very people it is directed against.
Reposted by Zav Corin
Yeah, we definitely need to make sure the US government backstops this company www.404media.co/openais-sora...
OpenAI’s Sora 2 Floods Social Media With Videos of Women Being Strangled
X and TikTok accounts are dedicated to posting AI-generated videos of women being strangled.
www.404media.co
November 7, 2025 at 10:31 PM
Yeah, we definitely need to make sure the US government backstops this company www.404media.co/openais-sora...
Reposted by Zav Corin
REPUBLICANS REJECT DEMOCRATS' OFFER TO END SHUTDOWN: GOP AIDE
November 7, 2025 at 8:05 PM
REPUBLICANS REJECT DEMOCRATS' OFFER TO END SHUTDOWN: GOP AIDE
He either litteraly has no clue that inflation is a derivative or he thinks his voters are utter morons…
Trump: "If you look at affordability, which they campaigned on, they lied. Because they talked about 'Oh, prices are up' -- no, prices are down under the Trump administration and they're down substantially."
November 7, 2025 at 6:30 PM
He either litteraly has no clue that inflation is a derivative or he thinks his voters are utter morons…
What happened to the Magic Money tree ?
November 7, 2025 at 5:12 PM
What happened to the Magic Money tree ?
Reposted by Zav Corin
Reposted by Zav Corin
Someone’s going to make money from this amazing transformative thing, but it not may not be us. Someone’s going to lose money on this amazing transformative thing but I’d rather it not be us.
November 6, 2025 at 1:30 AM
Someone’s going to make money from this amazing transformative thing, but it not may not be us. Someone’s going to lose money on this amazing transformative thing but I’d rather it not be us.
Reposted by Zav Corin
just checking in on Gilts and GBP post the BoE meeting...hang on, *both* are up. I was assured by an ex-Bridgewater macro analyst that the UK was going to let the currency go to save its bond market*
*yes, I know I keep ragging on these people, but fuck me once they step outside the US, they are:
*yes, I know I keep ragging on these people, but fuck me once they step outside the US, they are:
a man wearing a black shirt with a red star on it
ALT: a man wearing a black shirt with a red star on it
media.tenor.com
November 6, 2025 at 2:10 PM
just checking in on Gilts and GBP post the BoE meeting...hang on, *both* are up. I was assured by an ex-Bridgewater macro analyst that the UK was going to let the currency go to save its bond market*
*yes, I know I keep ragging on these people, but fuck me once they step outside the US, they are:
*yes, I know I keep ragging on these people, but fuck me once they step outside the US, they are:
Reposted by Zav Corin
They have no f-ing idea how big and how complex Nigeria is. No f-ing idea what they’d be getting into.
November 5, 2025 at 6:43 PM
They have no f-ing idea how big and how complex Nigeria is. No f-ing idea what they’d be getting into.
So tarifs "prevent US economy going into oblivion" but tarif removal is market positive ? anybody worked out the damage to public coffers ?
November 5, 2025 at 6:01 PM
So tarifs "prevent US economy going into oblivion" but tarif removal is market positive ? anybody worked out the damage to public coffers ?
Reposted by Zav Corin
In normal circumstances the attempt by the US to extort an allied country directly and via large companies would be a major political scandal. It isn't because the US is using such mob tactics on all other countries. We all lose out.
www.politico.eu/article/us-p...
www.politico.eu/article/us-p...
US pharma to abandon UK unless NHS pays more, says Trump’s ambassador
Britain has offered to increase the threshold at which the NHS pays firms for medicines. Pharma firms want the government to go further.
www.politico.eu
November 5, 2025 at 5:51 PM
In normal circumstances the attempt by the US to extort an allied country directly and via large companies would be a major political scandal. It isn't because the US is using such mob tactics on all other countries. We all lose out.
www.politico.eu/article/us-p...
www.politico.eu/article/us-p...
Reposted by Zav Corin
The Guardian has only ever published 15 zero-star reviews. Here they all are
The Guardian has only ever published 15 zero-star reviews. Here they all are
As Kim Kardashian’s All’s Fair sets a new low for TV, we revisit every single thing our critics have mercilessly panned. Brace yourself for the Mount Rushmore of rubbish!
www.theguardian.com
November 5, 2025 at 4:44 PM
The Guardian has only ever published 15 zero-star reviews. Here they all are
Reposted by Zav Corin
welcome to the White House Golf Club & Spa
November 5, 2025 at 4:45 PM
welcome to the White House Golf Club & Spa
Rating agencies during Supreme Court hearing on Tariffs
a group of men are sitting on a plane laughing and covering their ears with their hands .
ALT: a group of men are sitting on a plane laughing and covering their ears with their hands .
media.tenor.com
November 5, 2025 at 4:51 PM
Rating agencies during Supreme Court hearing on Tariffs
Reposted by Zav Corin
Reposted by Zav Corin
Trump on President Xi: "During the meeting, he's here, and he's got about 6 people on each side. And every one of those people were at attention. And I made a comment to one of them and it got no response. And President Xi didn't let him. I said, I want my cabinet to behave like that."
November 5, 2025 at 1:50 PM
Trump on President Xi: "During the meeting, he's here, and he's got about 6 people on each side. And every one of those people were at attention. And I made a comment to one of them and it got no response. And President Xi didn't let him. I said, I want my cabinet to behave like that."
Johnson to Janus... "the shutdown was a big factor, negative for Republicans."
Trump to Republican senators: "I thought we'd have a discussion after the press leaves about what last night represented and what we should do about it and also about the shutdown and how that relates to last night. If you read the pollsters, the shutdown was a big factor, negative for Republicans."
November 5, 2025 at 1:39 PM
Johnson to Janus... "the shutdown was a big factor, negative for Republicans."
Great timing ! those US orders are going to pile in !
NIGERIA STARTS SALE OF 10-AND 20-YEAR BENCHMARK DOLLAR BONDS
November 5, 2025 at 9:25 AM
Great timing ! those US orders are going to pile in !
US Politics 2024 : Dictatorship has never been properly tried
US Politics 2025 : Socialism has never been properly tried
US Politics 2025 : Socialism has never been properly tried
November 5, 2025 at 9:04 AM
US Politics 2024 : Dictatorship has never been properly tried
US Politics 2025 : Socialism has never been properly tried
US Politics 2025 : Socialism has never been properly tried