Author Archives: Nigel Trimmer

Consensus Bulls Are Short Vol Without Knowing It

The 50 percent trap in eurozone sovereign risk

Dollar bears pile in while tail risk points to a squeeze

Oil Dip Lifts Bonds, But Stability Is Not a Strategy

The hidden fragility behind zero day options mania

Dutch Pension Overhaul Tests Europe Long-End and Swaps

Europe’s peace dividend is already priced in

Dollar’s slide exposes fragilities we ignore

When the buyer and seller are the same, price is a story

Dollar slide exposes hidden fragility in global finance

Private Credit’s Public Reckoning Has Only Begun

AI Power Boom Masks Fragility In Green Finance

Markets Misprice the Gen Z Protest Risk

Why 2026 Is Poised to Be Another Rocky Year for Global Trade

AI Bubble Logic Meets the Capital Cycle Trap