Taylor Collins

Dad. Husband. Salt Water Fly angler - and a whole bunch of other things that I’m average at….but a lotta fun in between.🐸

[Taylor Collins @ETayC22]

@HedgieMarkets Can’t thank you enough. There’s great stuff and tough stuff on this app - which is why I like it. Your posts are in a league of their own. Your every succinct word deserves their limited and warrented spot.

[Taylor Collins @ETayC22]

@agranato42 You are spot on. But be aware that during the GFC, several banks did the same:
1. Loosen lending standards
2. Charging high market rates for undeserving borrowers
3. Making high risk investments outside of their normal scope.
4. Said investments were +correlated. <IG

[Taylor Collins @ETayC22]

@robbezdjian Really appreciate your insight - and lifting of the curtain.

Analyzing all of this optionality/derivative pricing, can you gain a sense of the timing of any extreme movement? Or is it as simple as a gamma avalanche?

[Taylor Collins @ETayC22]

@ohnohedidnt24 Incredibly sweet!

[Taylor Collins @ETayC22]

@fejau_inc Yep - the old bond trader saying: no such thing as a bad bond, only a bad price

[Taylor Collins @ETayC22]

@boazweinstein @JohnNesbitt4 @MillenniumHF I’ve been a CEFS holder for roughly 3.5 years. Couldn’t be happier knowing that a world class team of credit experts are controlling the reins. Keep up the great work.

[Taylor Collins @ETayC22]

@HedgieMarkets Thank you for this. I’m send it to my 3 recent college grads asap!

[Taylor Collins @ETayC22]

@401Casey Counter factuals are just that but QE 1-3 sure made it easy to look smart in the same way that so much leverage made a lot of people look brilliant then not so much. But to your point - those on the right side coming out, cashed. À la Tepper and others

[Taylor Collins @ETayC22]

@allenanalysis @TheShortBear 125mm people watched the Super Bowl 1.5bb people watched the World Cup

Context not opinion

[Taylor Collins @ETayC22]

@citrini Glad to be a part of the Jim Jones Citrini subscriber cult…..it’s paid in spades

[Taylor Collins @ETayC22]

@Dr_Gingerballs Genuine question: who are you targeting for this? It sounds incredibly informative, especially for people like me that are in the business but not at the granular option trading level. Thanks

[Taylor Collins @ETayC22]

@Citrini7 Janis Joplin’s hometown for all the curious

[Taylor Collins @ETayC22]

@Restructuring__ How to douse creativity and pride

[Taylor Collins @ETayC22]

@kieranwgoodwin Yep. Crowds fighting over a bp mkt - then wishing for a point mkt

[Taylor Collins @ETayC22]

@jeetsidhu_ @MaxfieldOnBanks The Great Texas Banking Crash by Jody Grant is pretty damn good. About S&L fiasco and TX bust in late 80s early 90s. Great history pre interstate banking with great cameos by Richard Rainwater and many others.

[Taylor Collins @ETayC22]

@HedgieMarkets It is eerily reminiscent of ‘07+ when GS, MS, Citi etc started “inviting smaller regionals/dealers” to get on the books for new subprime deals………they never share money but they sure will share pain.

[Taylor Collins @ETayC22]

@JackFarley96 Hyman?

[Taylor Collins @ETayC22]

@lovemylife81 @sarahadams USA/NYCs Finest!!

[Taylor Collins @ETayC22]

@shaneparrish @tyillc @davis_advisors I just received a copy and glad I saw this post. Was unfamiliar with it but now looking forward to starting it…tomorrow!

[Taylor Collins @ETayC22]

@dirtcheapbanks Long Island Savings Bank was an example of above mixed in with serious Wall Street activism to accelerate the timeline …small fortunes were made especially after IPO and subsequent acquisition