Rama Nambimadom @FixedIncQuant
https://t.co/7sy8GbhuD2… Early retired after 20 years at PIMCO. Joined April 2023-
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There is reason to think about debt trajectory, but this article is pretty unbalanced. Did you know that from 2019 to 2022, Govt revenue and expenditure both went up by the same percentage : 41% ? You wouldnt know that by reading this Bloomberg article.
There is reason to think about debt trajectory, but this article is pretty unbalanced. Did you know that from 2019 to 2022, Govt revenue and expenditure both went up by the same percentage : 41% ? You wouldnt know that by reading this Bloomberg article.
Could we say that Federal tax revenue is inflation indexed (up 42% from 2020 to 2022) while debt is nominal ?
Did FT and Bloomberg get same copy of Fed minutes ? x.com/financialtimes… x.com/bloombergtv/st…
Did FT and Bloomberg get same copy of Fed minutes ? x.com/financialtimes… x.com/bloombergtv/st…
6 days to the 22nd anniversary of Jeff Skilling abruptly and suddenly resigning from Enron.
ooye Taneja tu kidar se aa gaya; kaha se aa tapka youtube.com/watch?v=2elAAl…
Best way China can stimulate their economy is to buy US bonds. US Mortgage rates come down; US homeowners sell their existing homes and move to new homes. In the process, trash the made in China stuff in their old homes and buy made in China stuff when they get to new home.
Lina Khan is on the phone today with Bobby telling him how handsome he is and that ATVI deserves much better and to never trust an Indian.
(10Y) Real rates pre Global Financial Crisis (GFC) were in a higher range than post GFC. But recently they have broken out of the post GFC range,but still below pre GFC range. Are we headed even higher to go back to the pre GFC range ?
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5K Followers 1K Following moonlight as a special sits/event-driven investor over at Clark Street Value
@unusual_whales Good ol' private equity selflessly offering sound investment advice to the masses!
The Met to return looted ancient artworks to Thailand and Cambodia bbc.in/3RsvFd4
@anothercohen Oops meant to post that from my burner.
@fortworthchris Thomas Jefferson - Louisiana Purchase
@FixedIncQuant cmegroup.com/trading/intere… the CBOT/CME ICS (inter-commodity spread) name given to the ZF over UB spread (equally weighted)
"it's like repo but international with no cashflows innit"
@packyM It’s honestly gorgeous. Never thought I would say this willingly - guess I gotta visit Jersey.
@FixedIncQuant $FLBR has lower expense ratio. $PBR/A is a beast and worth owning outright. At YTD highs now however.
This is very good news. Tax filing is a huge source of #sludge. A good first step. Don't let the tax prep firms block this. @Austan_Goolsbee @CassSunstein
Good news of the day: TurboTax and other tax prep industry lobbyists have failed to stop the IRS from offering free tax filing
@JoeSquawk @Mark_BeerArt I know they didn’t teach about greenhouse gases when you went to school in 1846 but geez
@unusual_whales Love all the peasants and clowns defending billionaires on this post
@unusual_whales Worst part, it’s mostly folks struggling on less than $50k arguing against it. Americans real drug problem is hope.
@spotgamma @luwangnyc and people will make money doing this. Claiming 0dte are overvalued but never offsetting risk by buying the undervalued leg. And they will call it arbitrage.
Remember when PE sponsors were moaning and whining to change the hurdle lower because interest rates were ~0% back then? Well with the 10-year at ~5%, we should similarly adjust the hurdle higher. Let’s say 12%, 200bps back of 1L loans. It’s time we push back. Who’s with me?
@CurtisHouck @ProbSolveCaucus There was a problem: Kevin McCarthy. They solved it. What more can you ask for?
@elonmusk Hard disagree. X merely tells you that someone, somewhere, noticed something. But then, one needs to know if this something is true or false, where it came from, what the context is, and whether it is, indeed, propaganda. Figuring this out is what good journalists do.
“In my first hundred days in office I will destroy 2/3rds of the nation’s wealth”
Ramaswamy Says He’d Run the Government Like Elon Musk Runs Twitter: ‘A Good Example Of What I Want To Do’ mediaite.com/politics/ramas…
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