Hey folks can I sell you some bonds how about any of these?https://twitter.com/charliebilello/status/1226197427021131776 …
-
-
Replying to @DanielleFong
What do you think happens to gov rates & corp spreads if 2019-nCoV continues to grow? Does money flow to gold? Cloud stocks?
@wolfejosh has talked about mismatch in underlying illiquid assets inside of "liquid" bond funds, if corp spreads blow out would be bad for these funds1 reply 0 retweets 1 like
Replying to @TerryLerona @wolfejosh
I don’t know where money goes yet honestly I am highly short travel and cruise liner stocks and mildly long gold and Zoom and some long term tech stocks (MSFT, AAPL, TSLA) and other than that it’s mostly cash and I don’t have any definite good ideas for being long at the moment.
10:27 AM - 8 Feb 2020
0 replies
0 retweets
1 like
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.