Fixed Income Guy

Big yield guy

[Fixed Income Guy @BondLadderGod]

https://t.co/8FGok16P9O

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Global equity funds are on track to attract +$1 trillion in annual inflows in 2026 for the first time in history.

This will surpass the previous record of +$970 billion set in 2021.

This comes as investors have already poured +$310 billion into world equity funds year-to-date.

By comparison, global equity funds attracted +$850 billion in the full year 2025.

Meanwhile, global corporate investment-grade bond funds are on pace to attract a record +$434 billion this year.

Asset owners will be the only winners in this market.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Hedge fund repo borrowing is now up to a record $3.4 trillion.

Repo borrowing is a form of short-term financing where hedge funds pledge Treasuries as collateral to borrow cash, allowing them to make levered bets.

Repo borrowing has more than TRIPLED since 2019.

Furthermore, prime brokerage borrowing is up to $3.2 trillion, doubling since 2022.

Prime brokerage borrowing works similarly, but involves direct lending from large banks, providing hedge funds with additional capital to increase their market exposure.

Meanwhile, hedge funds now own a record ~8% of the $31 trillion US Treasury market, up from just 3% in 2021, according to Apollo.

A sudden rise in borrowing costs or volatility could force hedge funds to unwind these positions rapidly, causing heavy Treasury selling and risking broader bond market stress, similar to 2020.

Hedge funds are now a key force in the US Treasury market.

[Fixed Income Guy @BondLadderGod]

Private Credit Is on the Hunt for Credit-Card Debt https://t.co/DOsbfrTWfT

[boaz weinstein @boazweinstein]

True

[Fixed Income Guy @BondLadderGod]

@yoonb1ko To get our money’s worth

[Fixed Income Guy @BondLadderGod]

@junkbondinvest They are terrible investors

[Fixed Income Guy @BondLadderGod]

@Mensoutfits0 Omega?

[Fixed Income Guy @BondLadderGod]

@TechLeviathan Iran is using stablecoins not bitcoin

[Fixed Income Guy @BondLadderGod]

@WallStRollup There should be a tiered interest rate system where small businesses get lower interest rates and larger companies get higher interest rates.

[Fixed Income Guy @BondLadderGod]

@nypost @grok is this true?

[Fixed Income Guy @BondLadderGod]

@RetroCoast @grok is this true?

[Fixed Income Guy @BondLadderGod]

@LeylaKuni Medallia?

[Md Riyazuddin @riyazmd774]

During a job interview, if they ask: “Do you have any questions for us?”

USE THE GOLDEN RESPONSE: 

[Fixed Income Guy @BondLadderGod]

@morrisoi37 @grok is this real?

[Fixed Income Guy @BondLadderGod]

@Whiplash437 @grok is this true?

[Fixed Income Guy @BondLadderGod]

@KimDotcom @grok is this real?

[Fixed Income Guy @BondLadderGod]

@imbwayimpigi @grok is this real?

[Fixed Income Guy @BondLadderGod]

@ManzTrades People are gonna need phones and laptops to run their ai programs

[Boring_Business @BoringBiz_]

If you want to work in restructuring investment banking or distressed credit investing, bookmark this

A collection of BoringBiz primers

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