내가 좋아할 만한 콘텐츠
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
remember this? the larger, smarter institutions are trying to unload their trash before the next leg down $ZION $KRE $JPM $BAC
suddenly private credit is no longer hot. SRT = significant risk transfer (a synthetic way to reduce risk while still holding the loan on the balance sheet) #privatecredit #credit $HYG $JNK #bonds
BDCs are telling us there might be problems in private credit as well, not just regional banks. $BIZD and $PBDC down over -2% today
credit and high beta credit seems to take all the beating today $JNK $HYG
interesting fund that packages IG bonds and gold w/ leverage $GLD $IAU #GOLD #metals seekingalpha.com/article/482964…
petrochemical stonx 👀 1-year performance: $EMN -46% $FMC -52% $DOW -60% $LYB -50%
suddenly private credit is no longer hot. SRT = significant risk transfer (a synthetic way to reduce risk while still holding the loan on the balance sheet) #privatecredit #credit $HYG $JNK #bonds
What if these kinds of collapses, capable of taking bonds from par to cents on the dollar in a matter of days or weeks, are not an aberration after all? $JNK $HYG $SPY #bonds bloomberg.com/news/features/…
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