COLUMN ONE
The Compass
Before negotiating capital, you need to understand how the plumbing of global finance really works. The Compass breaks down the foundational mechanics that govern credit and liquidity: how reference and benchmark rates are actually calculated, the hidden gears inside corporate loans and bond structures, how yield curves telegraph market shifts, foreign exchange dynamics, and the mathematics of derivative hedging strategies. Clear, practical principles that turn market complexity into decisive advantage.
Subscribe on Substack (Free) →The Compass: Loans - Why Is Your Mortgage Cheaper Than Your Credit Card?
Collateral, tenor, and credit decide what you pay. Learn to read your own loans like a banker.
The Compass: Reference and Benchmark rates
These might be the most fundamental concepts in finance and are foundational for capital markets.
On risk-reward.
Intro. The thought process behind investment decisions.
