If you're not subscribed to unstableequilibria.substack.com go on git on over there and become. Also follow one of the contributors @usdhuga.bsky.social he's also a bank and I believe a pope.
Unstable Equilibria | Itai Lourie | SubstackSystematic thinking for unstable markets. Click to read Unstable Equilibria, a Substack publication.unstableequilibria.substack.com