
Daniel Stephen
13.1K posts

Daniel Stephen
@danstevejon1
Political & Credit Risk, LCIA Survivor




I’m surprised by how little attention basic fiscal policy issues are getting in 2026 compared to fifteen years ago — the case for freaking out about the budget deficit has gotten way stronger since Covid. slowboring.com/p/time-to-frea…





It has been apparent to me for quite a while that Pakistan as a mediator is more than problematic. Their animosity towards Israel is long standing. It is undeniable that Iranian military aircraft are being housed on Pakistani air bases and past rhetoric from the highest Pakistani officials against Israel is disturbing. As to the defense minister’s comments about the Abraham Accords, saying that Pakistan would never join because they don’t trust Israel: The clip may be a year old, but I fear the sentiment is fresh. In that regard, it is imperative that Pakistan give an answer now to President Trump’s call to join the Abraham Accords.


Democrats could make some ideological shifts to attract moderate voters, or just go full bore on getting revenge against Trump & co. You know, whatever.

I'm planning to trade CMX U3O8 Futures Options OTC. We will be targeting the 1-to-2-year maturity range, as I believe there is an upside potential for the price to reach around $150. This is a move I've carefully considered for quite some time. I am confident that no other FICC desk in South Korea is attempting anything like this. We are constantly striving to upgrade our business, pushing it in a more advanced and progressive direction. Recently, we've also been developing our own electricity hedging products for the Korean market. I work on a sell-side FICC desk, and our true expertise lies in 'product development.' For nearly 20 years, most FICC desks have been stuck doing little more than interest rate or credit structuring. To widen the gap between us and the rest of the market, we have taken on numerous new initiatives throughout 2025 and 2026. We are actively seeking out blue oceans in this space and allocating lot of resources to them. I have drawn a great deal of inspiration from the many highly respected traders on X. I always have the utmost respect for them.





Why @PeteButtigieg likes proportional representation: “The reason why kitchen table issues can’t get done… is because of these systemic issues.”



Iran says it will not toll ships in the Strait of Hormuz, instead charging fees for “environmental protection.” -IRNA





BREAKING: Multiple massive explosions across Strait of Hormuz coastal cities Bandar Abbas, Sirik, Jask and a military base, with reported hits in surrounding areas. The cause is unknown at this moment, per Fars.






