Gonna be interesting to find out who is doing genuine risk parity (stocks, bonds, commodities, inflation) and who is just doing stocks + levered bonds.
Show this thread
-
-
and by commodities we really mean CTAs not buying and rolling futures
-
Love to buy and roll front month natural gas futures to hedge my inflation risk.
- Show replies
New conversation -
-
-
I always wonder what explains their fund’s extreme moves, a year ago and now
-
Death of passive is here
@TheStalwart@_SidVerma
End of conversation
New conversation -
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.