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Prikvačeni tweet
You have stolen my dreams of levered fixed income alpha. We are in the beginning of a mass extinction of bond markets and all you can talk about is excess reserves and your fairy tales of repo liquidity.
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Caucusing in Iowa takes 3 hours? I went to it in 2004 and it was a 30 minute affair. Back in days when Howard Dean passed for a far left crackpot. https://fivethirtyeight.com/live-blog/iowa-caucus-2020-election-live/255530/ …
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Ray Dalio would love watching my kids play video games together. Absolute radical transparency.
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Life regrets: never got to see Jordan play in person. Never saw Bowie play live. Never got blocked by zh.
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Corona virus risk i hadn't thought of: perceived or real mishandling by government officials leads to popular discontent/social unrest.https://on.ft.com/37LFxGM
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more fun oil icharts from the Banxico quarterly inflation report. Mexico has done a great job of diversifying away from being an petro-state. Top that, Colombia.pic.twitter.com/dLnCtcCHR0
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do you know how hard it is to suck this bad at digging things out of the ground. Kudos to you, Pemex.
@marcooviedo@HoracioCoutinopic.twitter.com/0y3JVlN0gl
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I recently realized I went twelves years in the hedge fund business without owing a vest.
#resilienceHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
These two guys on one ticket in November. Either order.https://twitter.com/robinlopsahl/status/1222343242517118976 …
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Insert your own 2020 market snark here.https://twitter.com/macro_srsv/status/1221466488403648514 …
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GS replicates sars impact and calls for a $3 move in crude. What probability do we place on “full sars”? 50%? Maybe? So a weighted $1.50 impact? Go back to sleep, Goldman.https://www.bloomberg.com/news/articles/2020-01-22/goldman-says-oil-could-fall-3-as-china-s-deadly-virus-spreads …
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Pemex.... "Appetite for the bonds is insatiable" Insatiable. As in cannot be sated.
#MPGApic.twitter.com/tGPHA0WFfM
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Dear Boomberg: bonds with six weeks to expiry that trade in the 70s *don't have a yield*. You look like the summer intern if you call a dealer and say you'd pay up to 200%, but not 199%, for Lebanon 20s. you want a six week yield, buy a t-bill, for pete's sake.
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Amazingly dumb and biased ag journalism. Cites no polls on Trump support or impact on corn demand from biofuels mandate waivers. Conveniently forgets latam acreage, productivity and FX impact on lower prices. It’s tough times for farmers. Leave it there.http://m.startribune.com/trump-faces-test-in-rural-minnesota/566685151/ …
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After the presidential jet raffle can we bring back zocalo pitch and putt?pic.twitter.com/v0YHoCuaDr
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Treasury announced a 20yr bond and all i got was this lousy t-shirt and 2bps in swap spreads.
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Next challenge is to take on Peru’s Toledo, who once scored 4% approval with a +\-4% margin of error.https://twitter.com/jwbartlett92/status/1217822712695001089?s=20 …
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"Excess ain't rebellion....you're drinkin' what they're sellin'" -Cake 1997, foreshadowing the great risk binge of 2019-2020.
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double axis chart crime.
@timduy release the houndspic.twitter.com/SByhsvO4f1
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Putting this in the “why didn’t I think of this” filehttps://twitter.com/HealeyParera/status/1216368089333489664 …
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