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Yield Curve

@TenYearNote

Followers
17,233
Following
315
Media
69
Statuses
313

"Just close the f-cking door" -Chairman Powell .

Joined September 2013
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@TenYearNote
Yield Curve
4 months
"Electricity was going to change everything. They were right. It did change everything, but the time to get out of electricity stocks was 1910." -John Templeton
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@TenYearNote
Yield Curve
11 months
"We are all born ignorant, but one must work hard to remain stupid."
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@TenYearNote
Yield Curve
5 months
Whenever Im frustrated about life in the US I find solace in knowing it could be worse...we could be in the UK
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@TenYearNote
Yield Curve
4 months
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@TenYearNote
Yield Curve
6 months
"US real 10Y rates are approaching 2.3% (based on 5Y/5Y TIPS), the highest in more than a decade when compared to recent lows in Dec'23-Jan'24 of ~1.6%. Indeed, real rates have consistently exceeded 1% for the last 18 months, and yet,
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@TenYearNote
Yield Curve
4 months
Imagine holding civilian hostages and then complaining that you got mowed down.
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@TenYearNote
Yield Curve
1 year
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@TenYearNote
Yield Curve
1 month
Lessons from Fintwit today: Yield curve flattening is worrisome. Yield curve inverting is worrisome. Yield curve steepening is worrisome.
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@TenYearNote
Yield Curve
10 months
"20% of respondents aged 18-29 think that the Holocaust is a myth. An additional 30% of young Americans said they do not know whether the Holocaust is a myth." What the fuck is going on in this country?
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@TenYearNote
Yield Curve
1 month
"$43bn of investment-grade debt raised on Tuesday. Twenty-nine companies issued debt, which marked the busiest single sales day for the market on record, according to data compiled by Bloomberg."
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@TenYearNote
Yield Curve
5 months
Head of Fuck All.
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@TenYearNote
Yield Curve
11 months
Just close the fucking door.
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@TenYearNote
Yield Curve
1 year
Feels like it's different this time re: Israel
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@TenYearNote
Yield Curve
3 months
"Conspiracy theories about a shocking institutional failure often take hold when an alternative explanation—incompetence—is unsatisfying."
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@TenYearNote
Yield Curve
2 months
"I'm calling for 75bps emergency cut with another 75bps cut for Sep meeting, and that's minimum." -Snoop Dogg
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@TenYearNote
Yield Curve
1 year
Back in my day, had to wear a miner's headlamp to read research at night on the bus
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@TenYearNote
Yield Curve
4 months
"We estimate $4.8tn of notional open interest across equities will roll off on the 21-Jun expiry. This includes $3.4tn of indices, $716bn of ETFs and $646bn of single stock options...the 2nd largest expiry of all time, with potential to become bigger over the next 3 trading days"
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@TenYearNote
Yield Curve
4 months
"Insurance premiums have become a de facto carbon price"
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@TenYearNote
Yield Curve
1 month
"US Office prices are -20% from peak. 'Unprofitable Tech' is down -60% from peak. The average price of CCCs in the US/EU is 87c/82c. Tightening has had consequences...Dispersion is high. Equity shorts have generated more YTD alpha than longs despite the 'strong market".
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@TenYearNote
Yield Curve
2 months
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@TenYearNote
Yield Curve
4 months
Noted.
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@TenYearNote
Yield Curve
8 months
"Continuous efforts - not strength or intelligence - is the key to unlocking your potential"
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@TenYearNote
Yield Curve
2 months
Candace Owens going full antisemite...was actually on my bingo card.
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@TenYearNote
Yield Curve
11 months
Best time of year
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@TenYearNote
Yield Curve
4 months
If everyone is long, who is left to buy? "S&P 500 companies executed $237bln worth of repurchases in Q1..Over the last 5 years S&P 500 stocks have repurchased $4.8 Trillion worth of shares (~$1 Trillion per year over 5 years) and $7.6 Trillion in the past 10 years."
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@TenYearNote
Yield Curve
11 months
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@TenYearNote
Yield Curve
6 months
to private capital - with liquidity drainage, inverted yield curves and rising real rates threatening to deflate proliferating asset bubbles. And yet, after almost two years of an inverted yield curve (2/10) and positive real rates, none of these predictions have come to pass"
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@TenYearNote
Yield Curve
5 months
What are we drinking?
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@TenYearNote
Yield Curve
6 months
How are metaverse real estate prices doing?
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@TenYearNote
Yield Curve
6 months
there is no evidence of any meaningful (or even mild) dislocations in either financial or real economies. What does it mean? It was not long ago that strategists were ominously warning of troubles ahead - from tech valuations and leveraged loans to high yield, commercial RE
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@TenYearNote
Yield Curve
5 months
The higher it goes, the cheaper it looks
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@TenYearNote
Yield Curve
2 months
What we drinking?
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@TenYearNote
Yield Curve
2 months
What we drinking?
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@TenYearNote
Yield Curve
5 months
I think @British_Airways still thinks it's a premier carrier, operates like a budget carrier. Absolute trash.
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@TenYearNote
Yield Curve
2 months
I drank with Jack Daniels. I knew Jack Daniels. Jack Daniels was a friend of mine...you're no Jack Daniels.
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