Bondsbond

Contractually obligated

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@AlexanderKalian Right that’s what I don’t get

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@options_insight Put spreads or put ladders? Vol surface dependent?

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@sdav1986 So much value in data curated like that. It’s not easy but the reality is you have to do it

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@marketplunger1 Interesting no one really asks it for a recommendation. I don’t either

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@choffstein How to capitalize?

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@Arya__Deniz The key is to take a leap beyon the model to the perspective of a small biz person and think about how you’d use this and who would operate it

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@AgustinLebron3 Agi would mean life and business is solve and that sort of can’t be the case

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@AgustinLebron3 Interesting trivial and irrelevant quite frankly. Ty the smartest person in the room synesthesias this info in creative ways

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@__paleologo It’s not surprising right? It’s all brute force basically? It brings to light value and fundamental investing vs technical and trend following imo

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@__paleologo It’s really bad at being competent in financial concepts

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@BickerinBrattle Interact with folks that’s the value

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@BickerinBrattle People including yourself need to debate opposing views more than insisting on a point of view. Ultimately it’s just not that helpful to those that can contribute to the discussion

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@DannyDayan5 That topic is so epic and I’ll discussed inmo it’s crazy. Ultimately the party must go on I think

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@DannyDayan5 I find it stunning that the market and fed speaks to headline inflation numbers. 5yr housing inflation is stunning and warsh knows it but fed pappers point to tga and stigma. This has to be disappointing,?

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@Arya__Deniz Actual cash bonds look increasingly attractive to me especially like Jpm bonds

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@Arya__Deniz But what are the alternatives right?

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@Arya__Deniz I believe the s&p earnings yield less treaauries ir corps is negative or many cre

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@dampedspring Perhaps but I struggle with Vega options generally but your seeing cap vol and waiting vol fairly low. Is there a trade there?

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What do you think of 15-20 yr treasuries? Vs other asset classes?

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@dampedspring I’m coming around to the market portfolio in this environment