Should I do a really long and wonky thread on fixed income returns + the yield curve?
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It would just be regurgitating stuff from old Salomon Brothers notes from like 25 years ago. But I don't think I've ever seen it on Twitter.
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you mean like the threads
@EffMktHype did? -
(which are really cool btw, as in so much better than whatever your bbg help desk can "teach" you)
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Where the hell are these notes? Second mention in two days...
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You can google for "salomon brothers understanding the yield curve filetype:pdf" and find most of them
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I'd read it, but i'd say the last 30 years in FI is of little relevance to where we are now.
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Timeless series.
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well played
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Why not just reread Sidney Homer & Stigum?
Thanks. Twitter will use this to make your timeline better. UndoUndo
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Would read. Even regurgitation implies some processing has been done to unlock key nutrients. If the principles still hold after 25y it suggests they are worth understanding.
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It's often said that exponential growth is under-appreciated. But no: everyone gets that compounding is a big deal. We just had 18 months of talking nonstop about it. The misunderstood thing is sensitivity to parameters. Not enough ways for people to build intuition there.
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