EM Inflationista

@EMinflationista

You can't stop crazy. But you can hedge it.

Vrijeme pridruživanja: svibanj 2015.

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  1. Prikvačeni tweet
    23. ruj 2019.

    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.

    Poništi
  2. 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.

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  3. 2. velj

    Ray Dalio would love watching my kids play video games together. Absolute radical transparency.

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  4. 1. velj

    Life regrets: never got to see Jordan play in person. Never saw Bowie play live. Never got blocked by zh.

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  5. 31. sij

    Corona virus risk i hadn't thought of: perceived or real mishandling by government officials leads to popular discontent/social unrest.

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  6. 31. sij

    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.

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  7. 31. sij

    do you know how hard it is to suck this bad at digging things out of the ground. Kudos to you, Pemex.

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  8. 30. sij

    I recently realized I went twelves years in the hedge fund business without owing a vest.

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  9. 29. sij

    These two guys on one ticket in November. Either order.

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  10. 26. sij
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  11. 25. sij
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  12. 22. sij

    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.

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  13. 21. sij

    Pemex.... "Appetite for the bonds is insatiable" Insatiable. As in cannot be sated.

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  14. 21. sij

    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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  15. 19. sij

    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.

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  16. 18. sij

    After the presidential jet raffle can we bring back zocalo pitch and putt?

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  17. 17. sij

    Treasury announced a 20yr bond and all i got was this lousy t-shirt and 2bps in swap spreads.

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  18. 17. sij

    Next challenge is to take on Peru’s Toledo, who once scored 4% approval with a +\-4% margin of error.

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  19. 16. sij

    "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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  20. 16. sij

    double axis chart crime. release the hounds

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  21. 13. sij

    Putting this in the “why didn’t I think of this” file

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