@BenEisen Would be very interesting to find out how many are also getting into writing single name CDS.
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Some might argue writing puts, writing CDS and buying corporate bonds are incredibly similar. It's about risk management.
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Exactly. They would argue that writing CDS creates a synthetic long position in the bonds.
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Question is how much leverage is being employed/pension rules being sidestepped (knowingly or unknowingly).
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Another major difference is CDS have counterparty risk.
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Portfolio insurance anyone?
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Must be lonely since QE's chased all shorters away.
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@BenEisen those pension funds best be right when they trade index options, if they are trading individual equity put options then
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This makes no sense. Just anti-Semitic. Or is that the point?
End of conversation
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