Iron Wolf Credit

Portfolio manager specializing in corporate & muni bonds, private credit, some structured credit, and global macro. Live and breathe the markets.

[Iron Wolf Credit @IronWolfCredit]

@conksresearch Stay well, Conks.

[Iron Wolf Credit @IronWolfCredit]

@MrnllMtt The only way to fix Italia is with a Javier Milei. Obviously, it will never happen though.

[Iron Wolf Credit @IronWolfCredit]

@typesfast It's terrible. The lines are crazy. Nearly missed my flight from there. It's so disorganized.

[Iron Wolf Credit @IronWolfCredit]

@TheFlowHorse Wow, thats what i want to experience too! Incredible!

[Iron Wolf Credit @IronWolfCredit]

@TheFlowHorse Incredible view.

[Iron Wolf Credit @IronWolfCredit]

@BenDaDonnn 😂

[Iron Wolf Credit @IronWolfCredit]

@GregAbbott_TX 😂

[Iron Wolf Credit @IronWolfCredit]

@DannyDayan5 FCI models have been spot on despite being super contrarian at times.

[Iron Wolf Credit @IronWolfCredit]

@conksresearch 😂

[Iron Wolf Credit @IronWolfCredit]

@DannyDayan5 Listened to your most recent podcast interview with @fejau_inc. Got to hand it to you, your calls have been money this whole cycle. Post covid, its financial conditions that rule the economy. Everything else has been noise.

[Iron Wolf Credit @IronWolfCredit]

@GaetenD Sauce?

[Iron Wolf Credit @IronWolfCredit]

@dampedspring You're 100% correct that during risk off periods where correlations=1 across all major asset classes, RV shits the bed. But during the risk on periods, it should provide uncorrelated returns. Agree with you that it's a good alternative to equity. You ever interact with Bob Treue?

[Iron Wolf Credit @IronWolfCredit]

@BickerinBrattle 😂

[Iron Wolf Credit @IronWolfCredit]

"We want to stop inflation, but we don’t want to stop greatness." - bonds are trash @sidprabhu @DannyDayan5 @rev_cap

https://t.co/3WkJsWm9va

[Nick Timiraos @NickTimiraos]

Trump:

"Kevin [Warsh] understands that when the economy is booming, that’s a good thing. We don’t have to go crazy. Just let it boom. We want it to boom."

"We’re going to grow our way out of it [the national debt] so fast."

"We want to stop inflation, but we don’t want to stop greatness."

"Economic growth doesn’t mean inflation…. You don’t have to stop the world because you’re doing well."

[Iron Wolf Credit @IronWolfCredit]

@kofinas Cant wait!

[Iron Wolf Credit @IronWolfCredit]

@sarcastic_hedgi @NickTimiraos "you don't deter inflation by signaling rate cuts while CPI's still running hot" - bingo

[Iron Wolf Credit @IronWolfCredit]

@stevehou @Silicon_Data @carmenli Wow, big congrats on the new gig, Steve!

[Iron Wolf Credit @IronWolfCredit]

@rev_cap They need a complete system reset. The political system from top to bottom doesnt work, regardless of the party in control.

[Iron Wolf Credit @IronWolfCredit]

@agnostoxxx Better name - OnlyScams

[Iron Wolf Credit @IronWolfCredit]

@samlambert 😂