BTA_Binary_Tree's profile picture. BTA Analytics aims to provide transparency and analytics in respect to capital markets instruments | Macro Views and Special Situations | Not Financial Advice

BTA

@BTA_Binary_Tree

BTA Analytics aims to provide transparency and analytics in respect to capital markets instruments | Macro Views and Special Situations | Not Financial Advice

i had no idea 12% of the U.S. population is living on food stamps

BTA_Binary_Tree's tweet image. i had no idea 12% of the U.S. population is living on food stamps

investors placed $125 billion of orders for the 30mm #Meta bond sale $META finance.yahoo.com/news/meta-look…

BTA_Binary_Tree's tweet image. investors placed $125 billion of orders for the 30mm #Meta bond sale $META

finance.yahoo.com/news/meta-look…

outright fraud seems to be the nascent theme of this credit cycle. focus on receivables financing too. $BLK $JNK $HYG

BTA_Binary_Tree's tweet image. outright fraud seems to be the nascent theme of this credit cycle. focus on receivables financing too.
$BLK $JNK $HYG

and another one today: this time $FMC down -40% as we speak....

BTA_Binary_Tree's tweet image. and another one today: this time $FMC down -40% as we speak....

start getting used to these types of graphs. we saw it today with $FI, we saw something similar yesterday w/ $ARE. the market takes no prisoners b/c expectations are so inflated to begin with

BTA_Binary_Tree's tweet image. start getting used to these types of graphs. we saw it today with $FI, we saw something similar yesterday w/ $ARE. the market takes no prisoners b/c expectations are so inflated to begin with


Another AAA CMBS bites the dust

Increasingly of the opinion that every credit - private loan, syndicated loan, warehouse facility, cmbs, whatever - that touches the non-1% portion of the economy is at risk.

EpsilonTheory's tweet image. Increasingly of the opinion that every credit - private loan, syndicated loan, warehouse facility, cmbs, whatever - that touches the non-1% portion of the economy is at risk.


start getting used to these types of graphs. we saw it today with $FI, we saw something similar yesterday w/ $ARE. the market takes no prisoners b/c expectations are so inflated to begin with

BTA_Binary_Tree's tweet image. start getting used to these types of graphs. we saw it today with $FI, we saw something similar yesterday w/ $ARE. the market takes no prisoners b/c expectations are so inflated to begin with

$ARE down -17% today on poor earnings. lowest price for the past 20 years 👀

BTA_Binary_Tree's tweet image. $ARE down -17% today on poor earnings. lowest price for the past 20 years 👀

while the front end of the yield curve is rallying, the long end is wider despite the #CPI report $TLT $EDV $IEF

BTA_Binary_Tree's tweet image. while the front end of the yield curve is rallying, the long end is wider despite the #CPI report 
$TLT $EDV $IEF

pumped up high beta sectors down alot today, but a consolidation period is to be expected. on the other side of the spectrum market neutral $BTAL up over +2%


$PMT up +7% today on the back of good results and higher book value Q-on-Q


$TEAF will cease to exist. What it means for investors. $TYG seekingalpha.com/article/483109…


$PMT with an earnigns bet and an increase in book value <<Book value per common share increased to $15.16 at September 30, 2025, from $15.00 at June 30, 2025>>


somebody must have liquidated their positions in $PDI $PTY and $GOF yesterday. All the above are +3% or more on the day


$BNP down -9% as the #French police found out that BNP banksters stole the crown jewels from the #Louvre 🤡🤡🤡🤡


$ZIONP is the only outstanding class of preferred shares from $ZION

#Zion preferred shares $ZIONP down -10% in the past month $ZION



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