Jordan Rosenfeld

[Jordan Rosenfeld @JRosenfeld_]

@davidshor @MattZeitlin

[Jordan Rosenfeld @JRosenfeld_]

@valuedrift Long bonds

[Jordan Rosenfeld @JRosenfeld_]

@valuedrift It’s an interesting trend, but difficult to structure. How are you expressing?

[Max Abrahms @MaxAbrahms]

The irony of the protests is they validate Zionism.

[Jordan Rosenfeld @JRosenfeld_]

@SantiagoAuFund Principal repayments of US Treasuries

[Jordan Rosenfeld @JRosenfeld_]

@EPBResearch CHIPS Act idiosyncracy?

[Jordan Rosenfeld @JRosenfeld_]

@briangobosox How does that compare to the hit rate of people you talk to?

[Jordan Rosenfeld @JRosenfeld_]

@briangobosox They care now I guess

[Jordan Rosenfeld @JRosenfeld_]

@slapdash__ I understand your point, but just because money isn't destroyed doesn't mean velocity of money isn't impacted. Interbank facility usage isn't going to result in the same loan run rate as before the credit tightening event

[Jordan Rosenfeld @JRosenfeld_]

@slapdash__ Cash received by dealers would be held to reduce borrowing needs or in the case of primary dealers lent out to others in the system to satisfy demand for leverage. I don’t think that money would be wired out to a regional bank and lent to businesses in the real economy

[Jordan Rosenfeld @JRosenfeld_]

@dampedspring Increasing wealth disparity due to asset price compounding effects over the post-WWII expansion requires young people w/o generational wealth to seek higher absolute returns to "catch up." Imo the pos. convexity / lotto trades are rational in that context (memes, crypto, 0DTEs)

[Jordan Rosenfeld @JRosenfeld_]

@em_credit_fund What’s funding like on these? Why go through the trouble vs owning UST outright?

[Jordan Rosenfeld @JRosenfeld_]

@MacroAlf biotech

[Jordan Rosenfeld @JRosenfeld_]

@dampedspring GDP is backwards-looking

[Jordan Rosenfeld @JRosenfeld_]

@lhamtil @pittore187 It's a common quant strategy

[Jordan Rosenfeld @JRosenfeld_]

@BamaBonds The rest of the market will eventually follow the leaders... Large cap tech is a secular trend

[Jordan Rosenfeld @JRosenfeld_]

@briangobosox That’s got to mark the peak

[Jordan Rosenfeld @JRosenfeld_]

@shortendtrader I think the Fed doing 75 will be

[Jordan Rosenfeld @JRosenfeld_]

@AndreasSteno The stock market is not the real economy