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- yieldjunkie commented Sep 18, 2024
He’s gonna need to revise a few books!
- yieldjunkie commented Jul 26, 2024
This makes quite the pairing with this week's strong advanced GDP report.
- yieldjunkie commented Jul 26, 2024
Check the title of the data series, guys, it has your answer. The second sentence of the article does, too This is a revision to the preliminary data released two weeks ago: url
- yieldjunkie commented Jun 12, 2024
Seems the auction buyers yesterday had the right idea. Even more reason to scrutinize today’s dot plot!
- yieldjunkie commented Jan 11, 2024
GBTC already suffering from the fee war! Wild that they didn't slash that 150bps expense ratio to defend their advantage. Their loss - it's finally time to exit that trade and look for opportunities to roll into BTC at a cool 0bp expense ratio ...
- yieldjunkie replied Jan 11, 2024
Been almost two years since I checked in here - happily holding this position, up ~100%, with an average cost of $11.06.
- yieldjunkie commented Nov 9, 2023
See here: url
- yieldjunkie replied Oct 15, 2023
Back to highlight a few things. The following points from my last post remain relevant: Further Thoughts on Sea Change, memo from Howard Marks which is a continuation of the one noted here. Sadly was made public 4.5 months after it's publish date. I ...
- yieldjunkie commented Sep 27, 2023
This is a ridiculously underresearched comment. Go look at his track record, you might be impressed: url I hope you put more effort than this into your trades.
- yieldjunkie commented Sep 15, 2023
Sometimes things just don't make sense, but you're also missing a key component here buddy.. What the market expected was going to happen... How does my expectation differ from the consensus. See "second-level thinking" in this classic: url
- yieldjunkie replied May 26, 2023
I think the most relevant, and mispriced, risk right now from the market's point of view is that US inflation accelerates. I'll outline the case for this below: Fed funds futures have been, to my continued shock, pricing in cuts by year end for ...
- yieldjunkie replied May 12, 2023
Not many posts because there still isn't much to say. I came back here to make a note of something that recently occurred to me related to the "bull case" for risk. A material shift in behavior and composition of market participants could be to ...
- yieldjunkie commented May 10, 2023
I suspect Powell's "Public confidence" rating is strongly correlated with the level and anticipated direction of rates and nothing else. No surprise there. It's the cheap-money chasers who are displeased now, but were not displeased when it was ...
- yieldjunkie replied May 10, 2023
Enrolled Grand prize is a 1oz gold bar. Here are the events for the period: image It ain't much, but it's enough to trade.
- yieldjunkie commented Apr 25, 2023
Well.. that is awfully blunt
- yieldjunkie commented Mar 12, 2023
WOAH! Failure and save visible across no more than three trading days. Wild stuff
- yieldjunkie commented Feb 3, 2023
I think the "TECH CUTS 5K JOBS" headlines are fueling ideas of a rosy return to ZLB without respecting the actual magnitude of the numbers and industry. When this doesn't materialize to numbers everyone cries ...
- yieldjunkie commented Jan 20, 2023
Sounds like someone has clicked on one too many malicious links in his day.
- yieldjunkie commented Jan 20, 2023
I'd hazard a guess that there are many more assets more widely-owned by women than crypto Blockchain company surveys blockchain clients on use of blockchain and determines 90% of businesses use blockchain!