Miguel H @MHEponymous

Joined October 2011

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Miguel H @MHEponymous

8 months ago

@NGurushina How do you reconcile that w dollar cash yields / spreads so tight? ie CDS Brz 130 Colom 200 v SOAF 140

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Miguel H @MHEponymous

8 months ago

@Mike_kim714 @acaseofthegolf1 Can’t believe no post about just having a few transfusions

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Miguel H @MHEponymous

9 months ago

@Ksidiii Delta down, Vega up yes, but more importantly forward curve steepens a lot (moves higher) as dividends are priced out, while risk free rates also decrease?

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Final holiday giveaway! Tickets to ANY Pgatour event. Players, WM Phx open, Pebble, you name it, I’ll get you 4 tickets to the event. You can even caddie for me in the pro am IF you want. Comment which event you might want to go to (not final), repost, like to enter.

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Miguel H @MHEponymous

9 months ago

@Mike_kim714 PGA at Aronimink! Thanks and happy holidays!

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Miguel H @MHEponymous

a year ago

@biancoresearch Agree with conclusion, but labor market what matters, not GDP. Data verdict still out

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Miguel H @MHEponymous

2 years ago

@markoinny Not exactly fair to use inauguration as start date. Trump trade peaks when he officially starts. Rates bottom when fed actually cuts. That’s just markets PVing as they do. That said, this rotation has legs.

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Miguel H @MHEponymous

2 years ago

@junkbondinvest Argy corp issuance only means 7th inning. Wait till you get issuance from the provinces that border Bolivia.

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Miguel H @MHEponymous

2 years ago

@dampedspring The only true yield / arbitrage he is harvesting has nothing to do w BTC. Its a funding / cap structure arb. Bond/convertholders (lenders) are mispricing risk. Asset vol is massive. And investing in something that has exponentially higher vol.