Case Commentaries

In-depth analysis of real-world corporate finance events

Our case commentaries apply the frameworks from our books to analyze real corporate finance events as they unfold. Each commentary includes quantitative analysis, model applications, and lessons for practitioners.

Coverage Areas

Phase 1 catalog contains 22 case commentaries from approved sources. Open full catalog

Derivatives Suitability

Swap structures, callable range accruals, and option overlays under client suitability constraints.

Liquidity and Hedge Failure

Path dependent funding risk, margin calls, and crisis era hedge breakdowns.

Forensic Trading Analysis

Commission burden diagnostics, probability of profit tests, and litigation grade quantitative evidence.

Crisis Event Analytics

EUR CHF discontinuity analysis and basket derivative exchange fairness under stress.

Recent Commentaries

Options Churning: Forensic Litigation Analysis

Case Study II. Quantitative diagnostics for excessive options trading and client harm.

EUR CHF Crisis: Stop Loss Versus Put Protection

Case Study VII. Hedge outcome comparison under a discontinuous FX regime break.

Metallgesellschaft: Liquidity Risk in Hedge Programs

Case Study XI. Why mathematically valid hedge schedules fail under margin path pressure.

Basket Derivative Product Exchange Fairness

Case Study X. Product replacement fairness analysis after severe mark to market drawdown.

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