Really excellent post-mortem on Amaranth and exploration of how its ghost continues to haunt markets by @HideNotSlide. https://frontmonth.substack.com/p/amaranthology?token=eyJ1c2VyX2lkIjoxMTUxNjYsInBvc3RfaWQiOjM5NDA4NjM0LCJfIjoiTVlsQm4iLCJpYXQiOjE2MzAwNTc2OTYsImV4cCI6MTYzMDA2MTI5NiwiaXNzIjoicHViLTEwNTMyMSIsInN1YiI6InBvc3QtcmVhY3Rpb24ifQ.oYIy9sEP-pyOOf7thSc-0LE893Q4sYJyY6JG6UqyXAE … Gotta say I'm really bullish on interesting newsletters like his and @MarcRuby's.
