Lian Kor

Financial Plumber + Portfolio Manager. Singaporean + Londoner. Truthseeking practitioner.

[Lian Kor @LianKor]

@Maroon_Macro @RV3003 @Stimpyz1 @AitkenAdvisors @aRishisays @AnalystDC @dhneilson And hello, @AitkenAdvisors, long time

[Lian Kor @LianKor]

@Maroon_Macro @RV3003 @Stimpyz1 @AitkenAdvisors @aRishisays @AnalystDC @dhneilson 1\ Overinterpretation.

2 reasons why the RRP has mostly flatlined (not really up if you ignored year-end and month-end technicals):

[Lian Kor @LianKor]

@Maroon_Macro @RV3003 @Stimpyz1 @AitkenAdvisors @aRishisays @AnalystDC @dhneilson 3\ Reason 2: MMFs typically shorten duration ahead of Fed hikes, waiting to deploy them after the Fed actually hikes.
From a risk neutral standpoint, this is actually correct, since T-bills tend to yield less than RRP on a duration adjusted basis.

[Lian Kor @LianKor]

@Maroon_Macro @RV3003 @Stimpyz1 @AitkenAdvisors @aRishisays @AnalystDC @dhneilson 2\ Reason 1: Banks have shed deposits, especially non operational deposits, as the increase in the TGA following the debt ceiling resolution in December has allowed for a decomposition of the Fed’s liabilities. Banks want to shed deposits because they’re leverage constrained.

[Lian Kor @LianKor]

#stablecoins aren’t created equal. Tether is terrifying. @terra_money is promising.

[Lian Kor @LianKor]

@Maroon_Macro Can’t seem to DM you - feel free to message me instead?

[Lian Kor @LianKor]

@Maroon_Macro good work here - we should chat at some point offline if you’re interested.

[Lian Kor @LianKor]

@PeterAttiaMD @AnnieDuke’s new book is out. I’m dying to listen to you interview her about it.

[Lian Kor @LianKor]

@PeterAttiaMD @johnarnold Thank you so much for doing this podcast. As a trader, @johnarnold embodies the standard I’ve been aspiring to. Different market, similar process.

[Lian Kor @LianKor]

@AnnieDuke ‘Thinking in Bets’ = the most important book I could read for my career and sanity. Thanks for writing it.

[Lian Kor @LianKor]

@British_Airways Handling of BA0006 from Narita to Heathrow worst I’ve ever seen. Don’t know why I bother having Gold membership. Ridiculous.

[Lian Kor @LianKor]

@tferriss You'll lap Munger's work up, especially his thinking on 'multiple mental models' http://t.co/D9MpAEVBGN

[Lian Kor @LianKor]

Gaps in Alumni Earnings Stand Out in Release of College Data http://t.co/t2gsioAt84 via @UpshotNYT

[Lian Kor @LianKor]

3 people I'm following: 1) Tharman Shanmugaratnam; 2) Chris Anderson; 3) Hal Varian

[Lian Kor @LianKor]

@tferriss @naval Podcast request response: study Lee Kuan Yew. Teaser: https://t.co/LhUw0CdOw0 Book: http://t.co/5FhCgRM7nC
Ask me for more.

[Lian Kor @LianKor]

Remembering Lee Kuan Yew: http://t.co/NCHdqyaaDd

[Lian Kor @LianKor]

Remembering Lee Kuan Yew http://t.co/vd6yoQvMG8

[Lian Kor @LianKor]

My books of 2014 http://t.co/XfFioXtJx4

[ian bremmer @ianbremmer]

Most Billionaire Graduates
1 Penn
2 Harvard
3 Yale
4 USC
5 Princeton
6 Cornell
7 Stanford
8 Berkeley
9 U Mumbai
10 LSE

[Lian Kor @LianKor]

The stark difference between what poor babies and rich babies eat http://t.co/pMVnBqKpJm via @washingtonpost