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macrocephalopod's profile
macrocephalopod
macrocephalopod
macrocephalopod
@macrocephalopod

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macrocephalopod

@macrocephalopod

Paul Allen, Vice President M&A, Pierce & Pierce (Sie/Hir) | Vegan | Silence is Violence | Women’s Rights Are Human Rights | ACAB (Assigned Cephalopod At Birth)

Joined December 2020

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    1. Skeletor‏ @SkeleCap 20 Jan 2021

      Skeletor Retweeted

      This thread is interesting but in a bad way. The answer imo is “whatever Quantian will pay, plus the advantage in financing costs my superior balance sheet affords me times the leverage I can squeeze in.” 6-7K easily. https://twitter.com/Jesse_Livermore/status/1351969967172952070 …

      Skeletor added,

      This Tweet is unavailable.
      3 replies 0 retweets 11 likes
      Show this thread
    2. Skeletor‏ @SkeleCap 20 Jan 2021

      Equity dorks: it should trade at a discount because muh S&P Everyone else: sorry I just cleaned out all the dealer and MarketAxess inventory buying a positive real yielding infinitely lived TIPS.

      2 replies 0 retweets 12 likes
      Show this thread
    3. Skeletor‏ @SkeleCap 20 Jan 2021

      I can not emphasize enough how wrong this poll is. A classic example of framing leading to false choices. It’s absolutely NOT about the cash flows.

      3 replies 0 retweets 7 likes
      Show this thread
    4. macrocephalopod‏ @macrocephalopod 21 Jan 2021
      Replying to @SkeleCap

      macrocephalopod Retweeted macrocephalopod

      Answer totally depends on how the coupon is calculated. This is the entire source of the disagreement between the fixed income dorks (you) and equity dorks (Jesse).https://twitter.com/macrocephalopod/status/1352023440962826247 …

      macrocephalopod added,

      macrocephalopod @macrocephalopod
      Replying to @quantian1 @Jesse_Livermore
      Think you’re answering based on the security paying principal x dividend yield of the index, whereas original question assumes that the security just pays the $ value of the dividends (ie if SPX falls, the coupon is reduced). Only way I can reconcile the difference of opinion.
      2 replies 0 retweets 1 like
      macrocephalopod‏ @macrocephalopod 21 Jan 2021
      Replying to @macrocephalopod @SkeleCap

      i.e. you can’t just take the stream of expected payouts and discount them with a treasury yield, because the size of the payouts is uncertain and you need to increase your discount rate to account for that. How much do you increase by? The equity risk premium!

      1:03 AM - 21 Jan 2021
      • 2 Likes
      • Joseph Rand Greenspan Freak0naut
      0 replies 0 retweets 2 likes

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