jay powell's prime broker, CFA

do you even lift (bonds) bro?
IG $AU Credit + Cash/Money Market
All tweets are my own opinions.

[Mikael @BacardiCapital]

Flying the flag at half mast today

[jay powell's prime broker, CFA @CCC_rated_junk]

@inglouriouscap Yeah good luck getting Claude to find liquidity in some esoteric long WAL solar panel backed ABS mez tranche

[jay powell's prime broker, CFA @CCC_rated_junk]

@OzraeliAvi Yeah except that Israel uses military trials to convict which have a much lower burden of proof, so really it's a law that approves the slaughter of people based solely on race. Sound familiar?

[jay powell's prime broker, CFA @CCC_rated_junk]

@cjoye Worlds biggest grain of salt needs to be taken with that statement

[jay powell's prime broker, CFA @CCC_rated_junk]

@JackHoweCFA Time to pencil May in

[jay powell's prime broker, CFA @CCC_rated_junk]

@TheKouk Yeah they've rallied so hard that they're up 26bps on the 1YR the past 10 days...

[jay powell's prime broker, CFA @CCC_rated_junk]

@LauraLoomer @NFL "nothing American about this" *literally an American flag in the background*

[jay powell's prime broker, CFA @CCC_rated_junk]

@ellymelly So when wealthy people are bilingual it's fancy but for middle to lower class it's not?

[jay powell's prime broker, CFA @CCC_rated_junk]

@andrewlilley_au The agents underquoting to drum up interest at artificial price levels isn't inflating the market but having price transparency as a price setting mechanism will lol

[jay powell's prime broker, CFA @CCC_rated_junk]

@junkbondinvest That's a 2052 bond with a pretty normal yield...sovereign risk with minimal spread and having been issued when rates were at their all time historical lows in 2020....then yeah no shit it's trading at sub 50 lmao

[jay powell's prime broker, CFA @CCC_rated_junk]

@MenachemV @australian @theage @theheraldsun @dailytelegraph @2GB873 @3AW693 @AlboMP @PMalinauskasMP @JacintaAllanMP So what do you have to say about the resignation of Louise Adler then?

[jay powell's prime broker, CFA @CCC_rated_junk]

@MadsMelbourne Never heard of bushfires?

[jay powell's prime broker, CFA @CCC_rated_junk]

@za33685 @VoteLewko @AlboMP Because of the very obvious time it takes to actually hold one and get a final report... it's years not months.

Media are just blowing this up because they want to go on a witch hunt on whatever failings they can find to use at the next election

[jay powell's prime broker, CFA @CCC_rated_junk]

@M_McCormackMP I mean its a bit rich of you to accuse people of having no tact when you've had your fair share of beyond obvious stuff ups (don't forget, under your watch, 94% of regional infra grants went to Coalition seats or targeted seats)

[jay powell's prime broker, CFA @CCC_rated_junk]

@VoteLewko Yeah now walk down Pitt Street and take the same picture.

[jay powell's prime broker, CFA @CCC_rated_junk]

@MenachemV @ASIO Because they're likely already under remote surveillance / bugged

[jay powell's prime broker, CFA @CCC_rated_junk]

@SharriMarkson The other issue is both sides of the political spectrum, yourself included, using the death of Jews and gentiles as a political football to lay blame and score points for your own interests, instead of preaching unity in a time of despair for Australians.

[jay powell's prime broker, CFA @CCC_rated_junk]

@SharriMarkson which is the core issue this country faces. Should penalties for antisemitic preaching and vilification be harsher and easier to prosecute? Sure. Would it have stopped radicalised IS agents killing Jews? Probably not.