TheCounterContrarian

There's always a bear market somewhere.

[TheCounterContrarian @CountContrarian]

@robert19pearson @elerianm Haha nice

[TheCounterContrarian @CountContrarian]

@mark_dow You’re the bell curve of that Meme

[TheCounterContrarian @CountContrarian]

@MMTmacrotrader It’s really slow moving though

[TheCounterContrarian @CountContrarian]

@malcolm_reavell @litewhisperer @cafreiman Seems like progress to me. someone getting richer doesn’t make someone else poorer

[TheCounterContrarian @CountContrarian]

@STIR_Trader_ @Gamma_Blast_ Do you do (or know if people) try to strip out “term premium” and rate expectations from these things and screen for expected roll?

[TheCounterContrarian @CountContrarian]

@SteepGreeks It’s coming

[TheCounterContrarian @CountContrarian]

@Tallow_beach Do basis boiz gamma hedge their embedded options? Would that create similar patters as these blocks?

[TheCounterContrarian @CountContrarian]

@ParikPatelCFA Always

[TheCounterContrarian @CountContrarian]

@AndreasSteno It’s also 100mm? Drop in the bucket

[TheCounterContrarian @CountContrarian]

@MMTmacrotrader I agree with the policy rate point but that’s not the argument on credit cards. It’s that credit risk would not be amply compensated so not worth offering

[TheCounterContrarian @CountContrarian]

@AahanPrometheus What is NFP breadth? Regional? Sector?

[TheCounterContrarian @CountContrarian]

@BickerinBrattle Just falling vol?

[TheCounterContrarian @CountContrarian]

@BickerinBrattle I think I’ve you build this chart but with the MTS you will get a different result. I think your data shows TGA rebuild

[TheCounterContrarian @CountContrarian]

@conksresearch But which interest rates

[TheCounterContrarian @CountContrarian]

@Tallow_beach What causes blow up if not funding stress? Doing it wrong is presumably rolling o/n financing without a systematic hedge

[TheCounterContrarian @CountContrarian]

@MMTmacrotrader How have you projected the deficit?(im sure there’s lots that goes into it). Narrative id understood was the OBBBB had back loaded expansion

[TheCounterContrarian @CountContrarian]

@fejau_inc It’s just to ensure they can get the necessary size done without overly distorting bill markets

[TheCounterContrarian @CountContrarian]

@Tallow_beach If this was a joke I don’t really understand it

[TheCounterContrarian @CountContrarian]

@Tallow_beach Look wider to me

[TheCounterContrarian @CountContrarian]

@conksresearch How do they get affordable term financing? In my experience there is always a massive spread over ois. Call it 15bps. I’d assumed they roll o/n financing with a hedge, say pay fixed receive float to expected delivery + other hedges