Jason

[Victor Haghani @ElmWealth]

TIPS are back in the news and that inevitably means confusion about how investors should view them.

Here's a fun thing to think about: A boat tied to a floating dock rises and falls with every tide. Measure it against the seabed and it never stops moving. Measure it against the dock from where you’ll step aboard, and it barely moves at all.

Long-term TIPS are like that boat: volatile in today’s dollars, but remarkably steady measured against the real spending they’ll support. Seen this way, most of the confusion about TIPS disappears. They do exactly what they were designed to do. And as the safest asset going, their real yield is the natural benchmark against which to judge the stock market’s expected real return when you decide how much to invest in stocks.

[Jason @YouFindme2]

@DannyDayan5 @robert41405 Wouldn’t that introduce more inflation and cpi becomes more a driving force for BoC’s decisions?

[Flare ☀️ @FlareNetworks]

Seoul this week.

XRPFi Night on Oct 2. XRP Seoul on Oct 3.

The rooms that matter for XRP are the rooms we continue showing up in.

See you there → https://t.co/MujqR7MW6R

[Jason @YouFindme2]

@DsrPrivate Any view for the timing? Sep looks like a done deal priced by the market. If they do hike, it will be a series of those I think? One and done feels inadequate.

[Jason @YouFindme2]

@DsrPrivate @kmz78 Why do you think this level is the top? Just local highs or are there more fundamental factors that determine a ceiling here around 68

[Jason @YouFindme2]

@DsrPrivate Yeah, why picked today to announce that? Am I overthinking this?

[Jason @YouFindme2]

@DannyDayan5 It's just the timing that is making me (over?) think... 20yr auction? Fed minutes? Or did he see something that's gonna happen that he knew the long end would sell off further? Long end has been selling off so it's not the first day yields making new highs.

[Jason @YouFindme2]

@DsrPrivate Why today?

[Jason @YouFindme2]

@DSMMAprivate Happy birthday day! Ppi hot then? 😀

[Jason @YouFindme2]

@DSMMAprivate Yeah they sold for real this time

[Jason @YouFindme2]

@OneHotCode1 Rate hike is from citsec not the hedge fund... They have walls. A few sell side banks were also calling for hikes in July

[Jason @YouFindme2]

@DsrPrivate @spoiler_albert One explanation is that some of them were positioning - 2x1 Jul/Sep was popular after CPI and people were squaring the July leg, but yesterday's block sale seems to be more than that.

[Jason @YouFindme2]

@DSMMAprivate Thoughts on MU? Tempted to sell upside call here

[Jason @YouFindme2]

@financialjuice Shrub is going to write an article about this, isn't he..

[Jason @YouFindme2]

@DSMMAprivate A bold guess is Jain global doing cleanups before only managing MLP money 😄

[Jason @YouFindme2]

@DSMMAprivate Someone is liquidating?

[Jason @YouFindme2]

@DSDataPrivate can you please expand on this?

[Jason @YouFindme2]

@DsrPrivate UK 10/30y should be an add to individual retirement accounts given the levels here... Trying to find an ETF that suits

[Jason @YouFindme2]

@DsrPrivate How do you spot this please? Do you have a vol surface of some interested single names on your screen all the time? Or you got curious about one company and started looking for ways to structure a trade? Why these two strike specifically as well please?