Yield Curve
@TenYearNote
"Just close the f-cking door" -Chairman Powell .
คุณอาจชื่นชอบ
PRIVATE BDC's are going get MASS REDEMPTIONS unless PUBLIC BDC's prices rebound quickly. PUBLIC BDC's are trading at a median 20+% discount to NAV. But PRIVATE BDCs are "promised" quarterly liquidity at NAV .. SUBJECT TO A 5% GATE .. no biggie BREIT gated in '22 HOWEVER ..
Bond market is closed on monday.
If you think of buying the dip. Ask first your favorite sell side dealer to calculate how much selling on monday from cta , risk parity , vol target, insurance cppi, levered etfs, dealers gamma, 0dte and such ....
"Securing OpenAI’s success is becoming quite literally everybody’s business."
3/14:"Why it might get worse for US Stocks" 4/7:"Markets could get a lot worse - and quickly" 5/21: "Investors ask ‘what next’ as the American fever breaks" 8/12: "Investors are frogs in a Trumpian pot" 8/22: "Tech Stocks are sending a warning" 10/7: "Brace for a Market melt-up"
"Typically bubbles have an asymmetric shape. The boom is long and slow to start. It accelerates gradually until it flattens out again during the twilight period. The bust is short and steep because it involves the forced liquidation of unsound positions."
literally the AI investment headlines lately
"In theory one can oppose Zionism without being antisemitic, but that’s not what’s happening in Europe these days. Anti-Zionism since Oct. 7 is providing new cover for antisemitism that has been bubbling in Europe for a long time."
"Regime change with new leadership and many market participants still playing by the old rules"
"The more people who believe in something, the more apt it is to be wrong. The person who's right often has to stand alone."
UK Prosecutes Synagogue For Provoking Attacker By Being Openly Jewish buff.ly/UEZwOIn
Op-ed: Hamas must accept Trump peace plan to end war once and for all. “The outcome for Hamas will be the same either way. They’ll either be out of power diplomatically or militarily. The latter traps the Palestinian people in the line of fire…” foxnews.com/opinion/trey-y…
Funny how all the 'ceasefire now' people are all suddenly against the 'ceasefire now' because the terms on the table are not good enough for Hamas... Maybe it is time to wake up and realise those people marching in our streets were all just Hamas supporters all along.
1. Yes, it’s a surrender deal. That’s what happens when you start a war with another country and lose. That’s what happened with Hitler and the Nazis and that’s what’s happening with Sinwar and the Palestinians 2. You’ve clearly been lying for two years when you say there has…
Hamas Rejects Deal To End Genocide After Learning It Would Require Them To Stop Killing Jews buff.ly/sJwPo3e
It is extraordinary to watch, in real time, the rise in antisemitism. In the United States we have lost a whole generation. This chart is from nearly two years ago and I can't imagine what it looks like now. Demographics is destiny...
"He encouraged an audience to continue working toward scientific progress, whether in AI or other forms of technology. Fearing or regulating it, or opposing technological progress, would hasten the coming of the Antichrist, Thiel said, according to people who attended."
"Instead of carrying out the trial in real-time trading, researchers used historical data to validate IBM quantum computers' capability, highlighting the trial's exploratory nature."
“We are exiting on a compressed timeline people where reskilling, based on our experience, is not a viable path for the skills we need”
United States เทรนด์
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InterestArb
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Macropotamus 🦛 🤡🚗
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