Andy Constan

Damped Spring Macro Research, Investing & investor education, Brevan Howard, Bridgewater, Salomon, Father of 4. Go Penn, Pats, Sox, No tweet is advice

[Andy Constan @dampedspring]

For detailed synthesis of what's going on in the world and how it impacts investing consider becoming a member of DS Alpha. Will always be high touch and limited membership. Details at https://t.co/TeOa1EBkHd. Join the waitlist and I will hope to accommodate you soon.

[Andy Constan @dampedspring]

This is one of those weird times in the world when the ten year global bond market's cheapest bond is also its lowest yielding one.

[Andy Constan @dampedspring]

USDJPY 🚀🚀🚀. Out of it folks. Worked great.

[Andy Constan @dampedspring]

As a follow up the word still is important. JPM has gone from very short long term bonds to more balanced but still short long term bonds. They accomplished that by selling bonds which got them more short and likely unwinding more interest rate swap hedges than bonds sold

[Andy Constan @dampedspring]

"I still wouldn't buy treasuries here". Jamie Dimon is not on Recession Island. For all you thinking $JPM is long a bunch of unhedged assets. No chance. They are short duration.

[Andy Constan @dampedspring]

Nice call here.

[Andy Constan @dampedspring]

D

[Andy Constan @dampedspring]

When people use the simple liquidity formula I always say that's a pixel but hardly the whole picture. I think about writing something like this but would rather not give all the secrets away for free 😡🤣. https://t.co/9yOo5256Ix

[Andy Constan @dampedspring]

When I read this brand new piece from BW I have a simple synthesis https://t.co/jKBsJ1VV1r

[Andy Constan @dampedspring]

Gosh I don't woke up just a month later and $NFLX is down from $358 where I hated it to $318 today. Have no view anymore.

[Andy Constan @dampedspring]

Thanks for the opportunity to focus on my framework. Much more useful than any market calls that come from that framework.

[Andy Constan @dampedspring]

A massively great company that was critically important to the last 25 years of growth in the internet has still not "grown" into its multiple $CSCO $NVDA

[Andy Constan @dampedspring]

Recession island looks like outside the QZ in "the last of us" gorgeous and overgrown with some infected still lying in wait. The fungus hasn't gotten to Soft Landing Island but most who got out of RI aren't yet flying to H4L island yet and some are infected for sure.

[Andy Constan @dampedspring]

Love @42MacroAlerts cross marketing! Join my waitlist at https://t.co/TeOa1EBkHd for pretty much whenever I am not asleep conversation about what's going on in the world and how it effect markets.

[Andy Constan @dampedspring]

Meh. Small red. Dentyne.

[Andy Constan @dampedspring]

Apparently Spoos and twos was also used with much much worse timing on September 30th. Mock outrage about State Street withdrawn. https://t.co/S4wG0pHtXs

[Andy Constan @dampedspring]

When I made this trade and published it I said I stole it and flipped it from @jefmacrostrat legendary Long Spoos and Blues.

[Andy Constan @dampedspring]

You have got to me kidding me State Street