CrossVol
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CrossVol Research on Substack
Non-consensus thesis notes on macro volatility, derivatives positioning, and cross-asset transmission.
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CrossVol Terminal
Gamma exposure, vega exposure, term structure, risk reversal — the framework, on a single workstation.
crossvol.com →The latest thesis
Why the sell-side is six months late on AI infrastructure — published May 23, 2026. Five convergent shocks. Two dated catalysts. The math behind a 25-40% rerate by Q1 2027.
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