Timothy Tan      

@Wolf_InTheWilds

Bloomberg Intelligence Asian Credit Strategist. Former portfolio manager and real world economist. Occam's razor. Opinions are STRICTLY my own

Vrijeme pridruživanja: svibanj 2011.

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  1. Prikvačeni tweet

    From this day forward, I will be known as... Profound Prophet -And your Wu-Tang name? via

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  2. 23. sij

    What’s absolutely terrible about the anecdotes in here is that there’s a reason why patients who can’t get admitted into a hospital are told to go home and stay home. Staying home is *how* to do a quarantine if health facilities don’t have enough capacity.

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  3. 22. sij

    I wonder if the compulsive need to find fault with China's handling of any and every issue actually reflects *lack* of confidence in democracy. It's as though, if we admit that China's govt does anything well, we're no longer justified in preferring democracy to authoritarianism.

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  4. 17. sij

    "Non-QE" transmission flow chart: 1. US govt spends cash to Social Security & Medicare recipients & DoD Contractors; 2. US Treasury sells T-Bills to PD's to help finance it; 3. Fed prints cash & buys T-Bills fr PD's (freeing them up to buy more T-Bills.) Wash/rinse/repeat

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  5. 17. sij

    Money management is a funny business: If you miss out on the equity bubbles you’re a total bearish idiot who should be fired. If you get killed when the equity bubble pops you’re a total incompetent fool who should be fired. If you always time both equally well you don’t exist.

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  6. 9. sij

    It's true: You can now make six figures working at Taco Bell 🌮

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  7. 9. sij

    Axl Rose, on Clarida’s repo comments: “I used to do a little but the little wouldn’t do it so the little got more and more”, &; “There were always ample warnings, there were always subtle signs, & you would’ve seen it coming but we gave you too much time.”

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  8. 9. sij
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  9. 9. sij
    Odgovor korisnicima i sljedećem broju korisnika:

    If by mid/end of January this persists, than repo market has structurally changed and is now hooked on easy Fed money (no kidding). It’s possible funds have been allocated elsewhere (seeking better returns, ie risk assets) but also Fed funding is addictive as its stable pricing.

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  10. 9. sij

    Bond bubble puts global financial system at risk. IMF warns fixed-income funds are vulnerable to liquidity shocks via

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  11. 9. sij
    Odgovor korisnicima

    For my tiny brain the point is that to create a short term melt-up there doesn't need to be any connection between FED BS expansion for repos & equity markets...there just needs to be enough equity market participants who believe there is So is vindicated (as usual)

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  12. 9. sij

    A dad who bought an eight inch snake has seen it grow into the world's biggest ever Burmese python measuring over 18ft - and still keeps it in his three room semi-detached home.

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  13. 9. sij

    About 300 New York City subway cars were pulled from service due to door problems, raising questions about the MTA’s entire $600 million order from Bombardier

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  14. 8. sij

    Paradoxically, the more the US uses its military, the stronger the US government’s greatest adversary becomes. The US government’s greatest adversary isn’t China, Russia, or Iran, but the most powerful force on earth: Compounding interest.

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  16. 8. sij

    LIVE: Carlos Ghosn shares emotional details of his incarceration: solitary confinement, lack of prescribed medication, two showers a week and hours of interrogation Read the latest ➡️

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  17. Thanks to the support of the public, since the launch of the Hong Kong Police Anti-Violence Hotline (5333 3103) on 8th October 2019, the Force has received more than 800,000 messages from concerned citizens regarding the illegal acts of rioters, for further investigation.

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  18. 8. sij

    I wonder...how many got smoked tonight being right...then terrible wrong...then even worse wrong. I'm speaking from experience but learned...can't tell you how many times been in the fetal position on the floor ...naked.....

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  19. 8. sij

    People, PEOPLE! Drop whatever you are doing as you will never ever be able to beat this chart. Not ever!

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  20. 7. sij

    Looking at AAA-rated bonds of company that has: -Lost $ every yr for past 20 yrs; -Debt ~6x revenues; -Pension/OPEB liabilities of ~30x revs; -Fixed costs = 60% of revs (& FC grew 3-6x > revs past 4 yrs); -Bankers recently cut its credit lines for 1st time ever. Thoughts?

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  21. 7. sij
    Odgovor korisniku/ci

    China: -Made money every yr for past 20 yrs (curr acct surpluses) -Debt, Pension/OPEB oblig's at least as high as US -Fixed costs likely rising as % of revs -Massively positive NIIP (unlike US - eg Net lender earning a positive USD spread via collateralized lending along OBOR.)

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