mojakus
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@ ...riding the wave of wider recognition of the trade's merits. Doesn't really need to work out for him to mint it...
about 12 hours ago
from TweetDeck
in reply to marketfolly
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@ I just think the short treasury/short USD/long gold trade may or may not work out, but paulson will make $$ by
about 12 hours ago
from TweetDeck
in reply to marketfolly
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Goldbugs like J Paulson trade on risk recognition rather than risk realization. he'll be long gone by the time we have clarity
about 15 hours ago
from web
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@ unfortunately even if there was a way to short bills (dealers won't because of fees on fails) the PnL is limited because of short dur
1:44 PM Nov 22nd
from web
in reply to qzorb
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0% TBills not a direct risk signal. Simply MMFs who were running excess liquidity in overnights now putting $$ to work over year-end
11:46 AM Nov 22nd
from web
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assuming a fixed proportion of genius in population, a growing pop, wider education & broader means of distribution, why read the classics??
9:26 AM Nov 21st
from web
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Huge $9bn re-REMIC of Alt-A and Prime non-agency MBS bank portfolio announced today for regulatory cap reasons shows CDOs are here to stay
6:24 AM Nov 20th
from web
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Had Niall Ferguson in the other day and got to chat with him - he's backed WAY off the long-end UST blow-out thesis. Krugman wins I guess...
6:55 PM Nov 19th
from web
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In a fiat currency world, inflation is always and everywhere a FISCAL problem. It's merely framed in monetary terms.
4:27 PM Nov 19th
from web
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The commercial real estate/CMBS industry is working overtime to reduce skin-in-the-game legislation
8:30 AM Nov 19th
from web
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Bear phobias (mine inc) keep shifting - first total financial meltdown, then -tive GDP, then Japan, now jobless recovery. SO Dave Rosenberg
6:33 AM Oct 7th
from web
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@ yes remains far easier to play forward curves than spot, what with schizophrenic bank portfolios & foreign CBs on the loose
2:58 PM Sep 24th
from web
in reply to StockJockey
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@ $TBT looks ok short-term 1-3mths. 20+yrs also most exposed to supply pressure (contra-Krugman). Long-term tho, remember Japan..
2:31 PM Sep 24th
from web
in reply to StockJockey
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I don't think repo plan between Fed & money-market funds is a big deal. MMFs were buying T-bills, now that SFP is gone they'll buy Fed repos
1:12 PM Sep 24th
from web
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Anybody have suggestions on good 529 plans? Not limited by geography, & interested in plans with industrial-grade investment options/choice
9:12 PM Sep 18th
from web
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Medley report rumor (apparently false) about two Fed members wanting to hike rates / exit QE next week is whacking USTs
6:50 AM Sep 16th
from web
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The High Yield CDX index is really ripping. just hit 94 1/4, which is up 1.5pts today. New index roll and unwinding CPDO are drivers.
11:35 AM Sep 15th
from web
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@ too bad the FT article has the wrong focus. 30yr negative swap spreads WAY more due to funding/balance sheet than credit risk
9:46 AM Sep 14th
from web
in reply to felixsalmon
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Despite reasonable arguments and sources, it really feels like the CBO paper on baby-boomer demand for assets is flawed
7:16 PM Sep 8th
from web
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Ginnie Mae still hasn't corrected their Buy vs. Rent Calculator which only allows positive price appreciation:
7:08 AM Aug 27th
from web
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- Name mojakus
- Location San Francisco
- Web http://bondview.b...
- Bio Fixed Income Portfolio Manager/Trader at an institutional buy-side firm on the West Coast. Anon for now.
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