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
One day, not so far away, New York law docs will command a discount rather than a premium
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
December 31, 2025 at 5:03 PM
One day, not so far away, New York law docs will command a discount rather than a premium
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Reposted by Zav Corin
Derisive shoutout to all the morons who made this happen. Way to go.
December 30, 2025 at 10:57 PM
Derisive shoutout to all the morons who made this happen. Way to go.
Reposted by Zav Corin
Trump: "We're thinking about bringing a suit against Powell for incompetence"
December 29, 2025 at 9:19 PM
Trump: "We're thinking about bringing a suit against Powell for incompetence"
Reposted by Zav Corin
Reposted by Zav Corin
Most underrated Biden admin mistake was bailing out Silicon Valley Bank.
SVB bet big on low interest rates and lost. Rich tech VCs who put too many eggs in that basket generated a bank run, then called for govt money.
Got their bailout, helped elect Trump, and now reaping rewards from corruption.
SVB bet big on low interest rates and lost. Rich tech VCs who put too many eggs in that basket generated a bank run, then called for govt money.
Got their bailout, helped elect Trump, and now reaping rewards from corruption.
David Sacks, presumably, on the push by some in the tech and VC world to fund a primary challenge to Congressman Khanna.
December 29, 2025 at 5:23 AM
Most underrated Biden admin mistake was bailing out Silicon Valley Bank.
SVB bet big on low interest rates and lost. Rich tech VCs who put too many eggs in that basket generated a bank run, then called for govt money.
Got their bailout, helped elect Trump, and now reaping rewards from corruption.
SVB bet big on low interest rates and lost. Rich tech VCs who put too many eggs in that basket generated a bank run, then called for govt money.
Got their bailout, helped elect Trump, and now reaping rewards from corruption.
December 29, 2025 at 9:36 PM
Reposted by Zav Corin
The liquidity needs in financial markets and the economy in 2026 feel unprecedented. We had IPO’s in 1999-2000, SPAC’s in 2021 — 2026 feels way bigger than either of those two periods when you put it all together.
December 28, 2025 at 2:47 PM
The liquidity needs in financial markets and the economy in 2026 feel unprecedented. We had IPO’s in 1999-2000, SPAC’s in 2021 — 2026 feels way bigger than either of those two periods when you put it all together.
This is a surreal conversation- and he surprisingly still mentions EU as allies of the US
KARL: What side of Russia-Ukraine is Trump on?
GOP REP. MIKE TURNER: I, you know, clearly, ummp, Trump is on the side of peace
GOP REP. MIKE TURNER: I, you know, clearly, ummp, Trump is on the side of peace
December 28, 2025 at 2:49 PM
This is a surreal conversation- and he surprisingly still mentions EU as allies of the US
"As disruptive as he is, Putin is not a grand master but a gambler. He was dealt bad cards, but he is playing like he holds a royal flush. Few dare to call his bluff because his dissent-suppression apparatus is perhaps the only effective tool in his possession."
💯
💯
Focusing too much on the minutiae of Russian statecraft often overlooks the simple truth: Vladimir Putin will do anything he can to stay in power.
Putin Is a Gambler, not a Grand Master
The Russian president has abandoned real strategy for a single goal.
foreignpolicy.com
December 27, 2025 at 2:15 PM
"As disruptive as he is, Putin is not a grand master but a gambler. He was dealt bad cards, but he is playing like he holds a royal flush. Few dare to call his bluff because his dissent-suppression apparatus is perhaps the only effective tool in his possession."
💯
💯
Reposted by Zav Corin
Don't need to imagine, Sinatra had something to say about multicultural liberal democracies 🧵
December 26, 2025 at 8:53 PM
Don't need to imagine, Sinatra had something to say about multicultural liberal democracies 🧵
Reposted by Zav Corin
The third paragraph reads as if the Russians wrote it. Maybe they did. In any event, it is an atrociously big lie; 1984-grade, as Aaron Rupar rightly says.
December 26, 2025 at 8:59 PM
The third paragraph reads as if the Russians wrote it. Maybe they did. In any event, it is an atrociously big lie; 1984-grade, as Aaron Rupar rightly says.
Reposted by Zav Corin
One of the only downsides of leaving Twitter is missing out on Fed Speaks Financial Charlatan of the Year voting.
Pls join in congratulating 2025 winner Michael Saylor 🥇
Related: MSTR new low list
Pls join in congratulating 2025 winner Michael Saylor 🥇
Related: MSTR new low list
December 26, 2025 at 3:28 PM
One of the only downsides of leaving Twitter is missing out on Fed Speaks Financial Charlatan of the Year voting.
Pls join in congratulating 2025 winner Michael Saylor 🥇
Related: MSTR new low list
Pls join in congratulating 2025 winner Michael Saylor 🥇
Related: MSTR new low list
Reposted by Zav Corin
Just imagining if Merrick Garland’s DOJ had shitposted.
December 24, 2025 at 4:29 PM
Just imagining if Merrick Garland’s DOJ had shitposted.
No wonder the guy made money intermediating traders and not being a trader …
Lutnick: "Donald Trump's economy grew 4.3%. That means that Americans overall, all of us, are going to earn 4.3% more money. We're making a raise, it's a simple way to do it."
December 24, 2025 at 4:32 PM
No wonder the guy made money intermediating traders and not being a trader …
12k EUR for a ski kit that will make you look like a complete tool on a the pistes…
Fed needs to hike …
Fed needs to hike …
December 24, 2025 at 1:57 PM
12k EUR for a ski kit that will make you look like a complete tool on a the pistes…
Fed needs to hike …
Fed needs to hike …
By now it should be obvious what part of the world US admin opposes the most ..
www.nytimes.com/2025/12/23/t...
www.nytimes.com/2025/12/23/t...
December 24, 2025 at 9:46 AM
By now it should be obvious what part of the world US admin opposes the most ..
www.nytimes.com/2025/12/23/t...
www.nytimes.com/2025/12/23/t...
Reposted by Zav Corin
Reposted by Zav Corin
Loud, powerful ignoramus
Trump’s Vanity Fleet
The Trump-class ships are about branding, not strategy.
www.theatlantic.com
December 23, 2025 at 4:01 AM
Loud, powerful ignoramus
Reposted by Zav Corin
It's weird to me how some reputable financial journalists refer to "crypto treasury companies" as if that's really a legit concept.
December 22, 2025 at 8:12 PM
It's weird to me how some reputable financial journalists refer to "crypto treasury companies" as if that's really a legit concept.
Reposted by Zav Corin
In the U.K., it only take 5 years to launch a train service when you already have the tracks and tunnel infrastructure built 💪🏻 😤
December 22, 2025 at 10:48 AM
In the U.K., it only take 5 years to launch a train service when you already have the tracks and tunnel infrastructure built 💪🏻 😤
Reposted by Zav Corin
All of these “missed” Trump redactions that DoJ is redacting after the fact makes me think there are heroes “forgetting” to redact his name here and there.
December 21, 2025 at 5:05 AM
All of these “missed” Trump redactions that DoJ is redacting after the fact makes me think there are heroes “forgetting” to redact his name here and there.
A great read.... because infrastructure tells you everything you need to know about a country.... ( well except this says Belgian trains are on time which is probably dure to the fact they adjust timetables with trains taking longer than 20 yrs ago... )
chuuchuu.com/2025wrapped
chuuchuu.com/2025wrapped
chuuchuu - find reliable train journeys
Find train journeys with the lowest chance of delays, cancellations and missed transfers.
chuuchuu.com
December 20, 2025 at 4:53 PM
A great read.... because infrastructure tells you everything you need to know about a country.... ( well except this says Belgian trains are on time which is probably dure to the fact they adjust timetables with trains taking longer than 20 yrs ago... )
chuuchuu.com/2025wrapped
chuuchuu.com/2025wrapped
