@MacroAlf@RaoulGMI For someone who’s less familiar with this market, is there any reason inversion is showing up in the OIS curve first? Any resources you can share on the OIS curve dynamics and it’s implications would be helpful
@RodGordilloP@choffstein Thanks lads! As a younger investor, taking on 100% equity risk is enticing and managing a levered diversified portfolio seemed daunting. This provided a potent example of how simple it can be to improve LT risk-adjusted returns through accessible/efficient vehicles
@buffvorpington@ThHappyHawaiian Yeah I noticed most bullion dealers and kinesis were still quoting $24 and change — I first saw the quote come out of the Thomas Reuters screen from @DeItaone
@buffvorpington@ThHappyHawaiian Si=f is the futures quote, futures markets are closed rn — we have to wait until tonight’s open to see how legit this spot quote is
@janwolansky @natefishpa@ring_of_gold@TheLastDegree In addition to $UEC their management team runs $URC which is a pure-play uranium royalty company — inflation protection for the LT holders and $2 strike warrants out to 2024 are available