Trade Alert

Exiting our Kobayashi Maru Trade

Mar 20, 2023

∙ Paid

The late Kirstie Alley as the Vulcan Lieutenant Saavik, in command during the Kobayashi Maru test in Star Trek II: The Wrath of Khan (1982).

Kaminska Elaborates

In yesterday’s post, I mentioned Izabella Kaminska’s explanation for why the Swiss National Bank’s backstop wasn’t sufficient to save Credit Suisse (CS).

The Portfolio Armor Substack

The No-Win Scenario

The late Kirstie Alley as the Vulcan Lieutenant Saavik, in command during the Kobayashi Maru test in Star Trek II: The Wrath of Khan (1982). That Didn’t Work In a trade alert last week (Betting *on* a Bank This Time), I mentioned I bought calls on Credit Suisse (CS) based on Izabella Kaminska’s thesis that the Swiss National Bank’s ~$54 billion back stop …

2 years ago · 2 comments · Portfolio Armor

She elaborated in this post (paywalled), bu…

Keep reading with a 7-day free trial

Subscribe to The Portfolio Armor Substack to keep reading this post and get 7 days of free access to the full post archives.