AKFixedIncome

Passion for Fixed Income (Corporate Bonds, Unternehmensanleihen). Corporate Bond Analyst posting about #Bonds & #highyield. Connected to @AdrianKnoblauch

[AKFixedIncome @AKFixedIncome]

@BurggrabenH Die Analyse ist hervorragend! simply outstanding.

[AKFixedIncome @AKFixedIncome]

@Globalflows I wd love 1.) credit cycle playbk, 2.) s&p macro regime pls - highly appreciated 🙏

[AKFixedIncome @AKFixedIncome]

@donnelly_brent what is a “biweekly payout scheme”?

[ʎllǝuuop ��uǝɹq @donnelly_brent]

Baseball is a connection to my Dad, my childhood, my friends, my homeland, and my university days. A statistics nerd’s dream.

Many of my most vivid memories feature baseball. The 1987 grounder through Manny Lee’s legs still haunts me at times.

Thousands pouring into the streets of London, Ontario after winning the WS in 1992 and 1993. The 2019 World Series with my brother, etc. etc. And all the memories of Little League.

Those games were everything at the time.

BP for hours in the schoolyard, just me and my dad in dusty 30-Celsius heat.

Go Jays.

[AKFixedIncome @AKFixedIncome]

@donnelly_brent ❤️

[AKFixedIncome @AKFixedIncome]

@EpsilonTheory 😳😳😳

[Skyler Weinand @sweinand]

2-10 Spread

Remember when this inversion was supposed to precede a recession?

You'll rarely hear economists and forecasters do a post-mortem. For good reason! They'd be spending an inordinate amount of time trying to explain how they were wrong.

[AKFixedIncome @AKFixedIncome]

@fkronawitter1 wow!

[AKFixedIncome @AKFixedIncome]

@SawyerMerritt wow

[AKFixedIncome @AKFixedIncome]

@deedydas wow!

[AKFixedIncome @AKFixedIncome]

@donnelly_brent brilliant 🙏

[AKFixedIncome @AKFixedIncome]

@CasinoCapital RCO mkt cap is currently 2/3 of it’s balancesheet assets!

[AKFixedIncome @AKFixedIncome]

@FundamentEdge Hi Brett, please include @marketreaderinc build by @jnordvig & @web_begole of @ExanteData. Incredible technology. Thanks!

[AKFixedIncome @AKFixedIncome]

@DariusDale42 Congratulations! Impressive

[AKFixedIncome @AKFixedIncome]

This Account/Substack is the goldstandard for quality compounding in equity investing.

[AKFixedIncome @AKFixedIncome]

@jnordvig Haha!

[AKFixedIncome @AKFixedIncome]

@BojanRadojici10 Cool, love to have a look, thanks!

[Swan @AndySwan]

Warren Buffet doesn't fall for the "trade deficits don't matter" propaganda

"You're issuing claims on our property in exchange for currently consuming more than you produce"

[AKFixedIncome @AKFixedIncome]

@pernasresearch Agreed! @ETH

[AKFixedIncome @AKFixedIncome]

@donnelly_brent well put