내가 좋아할 만한 콘텐츠
The most notable thing in today's market isn't what's happening in stocks, it's that bond yields went up despite what's happening in stocks.
Where does YIELD in crypto come from? It's 2021. 😡 $1 in Chase earns 0.05% APY. 😲 1 UST in Anchor earns 20% APY! 🤯 1 UST in a market-neutral fund running 50x levered BTC contango trades earns >300% APY! How are crypto yields SO DAMN HIGH, and is this sustainable? 🧵. 👇
China Credit Thesis - Master Thread: (since Twitter is hard to navigate)
Why do VIX Futures trade at different prices to VIX? Derivatives can be complicated, but the answer to this question is not. If you understand how the market prices risk then you'll know a lot without needing to know a lot. Let's walk through it. 🧵👇 1/n
1/ Some really sketchy behavior coming out of the SEC recently. Story time…
Humour me, let's just imagine that QE does actually debase a currency then it surely would have effects something very much like this... (SPX vs Fed Balance Sheet).
This report from Arcane Research and LMAX Digital is packed with information. Incredible to see how fast everything is growing, especially the institutional interest across the market. Source: lmaxdigital.com/documents/The-…
🧐How to Read 10Ks Like a Hedge Fund🧐 “Fundamentals don’t matter anymore!” I’ve heard this a lot lately on Fintwit.🙄 But, for those who’ve diversify beyond $GME and $DOGE, here’s a primer on what metrics fundamental buy-side PMs look at and why: (real examples outlined) 👇
3. In finance language, this means that you are $30 "gross" ($15 of longs + $15 of shorts) but $0 net (+$15 of longs -$15 of shorts). This makes everyone feel good because it feels like you are taking zero risk...but in reality, your $1 is exposed to $30 of risk.
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