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The Volatility Smirk
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Navigating Volatility
Understanding the VIX and Market Dynamics
January 2026
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Recent Posts
When the Pandas leave. Panda diplomacy, and a relationship under strain
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The physical reality check. Decoding Bridgewater’s "Macro Implications of the AI Capex Boom"
Jan 22
Don’t look up? Should the Bank of England plan for non-human intelligence?
Jan 20
Venezuela, oil, and the return of resource geopolitics
Jan 18
Pax Silica and the quiet architecture of exclusion
Jan 16
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