Yield Guy

12 y/o LARPing as a credit trader

[Yield Guy @BigYieldGuy]

@GrandTokamak Link? Rare to see thoughtful posts beyond “look at muh Merton Model!!1!”, always good to follow the people who are useful.

“Richard Martin” is fairly good if you’re not already following/connected.

[Yield Guy @BigYieldGuy]

@brianlong Can be 0.0275/ on good size (may have to widen above 50 coins tho) if you’re looking to liquidate OTC to minimise mkt impact

[Yield Guy @BigYieldGuy]

@snwy_me > It’s a good problem sir

[Yield Guy @BigYieldGuy]

@elletwocache I just feel like you’re not letting me fill you as much as you used to 🥺 are my metrics not good enough for you anymore? I thought you liked my market impact 😔

[Yield Guy @BigYieldGuy]

@elletwocache

[Yield Guy @BigYieldGuy]

@quantymacro Brother’s just out here ruining institutional grade alpha smh

[Yield Guy @BigYieldGuy]

@junkbondinvest Very serious implications about the recovery value here, hearing rumours that once they’ve sold all of the Jordan 3’s there’s not much left beyond the senior secureds…

[Yield Guy @BigYieldGuy]

@Tobin_Tweets @JeremyHtweets Surprised to see no mention of $AKUCN in there after they so artfully spun the narrative of their failure a few months ago!

[Yield Guy @BigYieldGuy]

@quantymacro PM: Hey, all of these positions are coming through at GC right?

QD: Yeah the whole dashboard is GC’ed ofc (rewrote the backend in rust but he’s not technical enough to understand the details)

*financing report arrives at everything was htb*

PM: What the actual fuck

[Yield Guy @BigYieldGuy]

@TradingDutchman Can confirm, was interviewing a US bank algo last week, 10 mins in “Sorry bro, I gotta take a memory leak” - blacklisted on the spot.

[Yield Guy @BigYieldGuy]

@macrocephalopod @TimTheMM @liquiditygoblin @larpcapitalwc @Mr_Derivatives @therobotjames ACT/ACT > ACT/360 > 30E/360 >>> 252 (?!)

Couldn’t be me 😤

[Yield Guy @BigYieldGuy]

@IlliquidTrader Always fun playing the “Is this a retail order with a no-name advisor” vs “Am I about to get railed by someone insider trading through a no-name broker” game…

[Yield Guy @BigYieldGuy]

@IlliquidTrader “Rare Bond” == “I was forced to take inventory I didn’t want, and can’t construct any narrative about why you would want it either” == 🐶

[Yield Guy @BigYieldGuy]

@686Prism Ah yes, the good old “I have a retail guy who needs to trade before his flight to the Hamptons in 10min, can I get a market on 20mm”

[Yield Guy @BigYieldGuy]

@therobotjames @scrypto_ @inversebrah 4. Best in class liquidity provision for micro-cap dog, cat, and meme coins across 2 major exchanges

[Yield Guy @BigYieldGuy]

@686Prism Nothing better than sliding in with the good old: “Sorry mate, fat fingered, didn’t mean to lift you there, however now we’ve printed it I can do another 130mm there if you care for more”

[Yield Guy @BigYieldGuy]

@ThePythonQuant @worstcontrarian Clearly a Citadel risk manager, anywhere else and she’d be all “let’s run this at 10% risk for a few months given our models can’t validate your 10-year 99%-ile VaR”

[Yield Guy @BigYieldGuy]

@QuantumHoneybee @therobotjames @beniduboss @xjpx888 @TraderSkew You would love trading credit markets!

“Yes, I know you traded this T-2 but the anonymous counterparty can’t settle so busting the trade. No, they said it’s nothing to do with you hitting them two points above mid”

[Yield Guy @BigYieldGuy]

@therobotjames @beniduboss @TraderSkew Easier to convince yourself you’re not selling tail risk if you just assume all of the other market participants are very dumb. And ofc they would never lift the entire book out of spite :-)

[Yield Guy @BigYieldGuy]

@kchoudhu The panda giveth (pd.merge_asof) and the panda taketh away (pd.MultiIndex)