Danny Bubis

Founding CEO & CIO of $8B asset manager. Retired 2017. Wannabe cyclist, full time Dad. Market engaged - post sarcoma resection & salvage circa 1H 2020.

[Danny Bubis @dbubis2357]

@Geo_papic Yes, even better will be equities correlated to such a move. More convexivity.

[Danny Bubis @dbubis2357]

@AlphaMind101 It’s all part of the mosaic. Which includes shifting regimes, or not. Momentum vs reversion to the mean, as a ‘for instance’. Yes a vague response, but that’s appropriate and emphasised the point. It’s not precise math, ‘never’ will be.

[Danny Bubis @dbubis2357]

@AlphaMind101 @AnnieDuke Great recommendation! I rarely post but this reminds me of a discussion I had today, a good one, very probablistic.

[Danny Bubis @dbubis2357]

@patriot_apranik Exactly

[Danny Bubis @dbubis2357]

@Mish_K_ @MsMelChen @havivrettiggur Cool!😎

[Danny Bubis @dbubis2357]

@profitsplusid Yes, physical market could use the equivalent of a Citadel to tighten spreads and modernize.

[Danny Bubis @dbubis2357]

@SqueezeMetrics Yes, I learned the hard way.

[Danny Bubis @dbubis2357]

@Geo_papic 25 years, top of range > 2x bottom. Nutsoid.

[Danny Bubis @dbubis2357]

@nspector4 Fidelisto!

[Danny Bubis @dbubis2357]

@HayekAndKeynes There are both relative and absolute measures and they shouldn’t be confused. Otherwise it’s rhetoric.

[Danny Bubis @dbubis2357]

@WifeyAlpha Shocked they don’t edit them out in a Stalinist manner.

[Danny Bubis @dbubis2357]

@INArteCarloDoss @WifeyAlpha Pathetic

[Danny Bubis @dbubis2357]

@Geo_papic Yes. We eventually desensitize to all death causes - flu, AIDS, cancer, war, etc. Semed obvious it would happen, said it at the time.

[Danny Bubis @dbubis2357]

@kittysquiddy Roaring amen to that!

[Danny Bubis @dbubis2357]

@WifeyAlpha Clear as day.

[Danny Bubis @dbubis2357]

@kittysquiddy 100%! And the faster services rise, the quicker goods fall, particularly as the "real" pie shrinks from the negative wealth effect and inflation.

[Danny Bubis @dbubis2357]

@SoccerMomTrades Standard QE regime playbook that will not work in current tightening regime. That was Fed comes to the rescue playbook. This is a 75 bps ++ regime. What am I missing? Delusional dream.

[Danny Bubis @dbubis2357]

@kittysquiddy Yep, just like when they pitch you the hot IPO that was supposed to be oversubscribed.

[Danny Bubis @dbubis2357]

@kr0mb0pul0smike @INArteCarloDoss Frickin awesome!

[Danny Bubis @dbubis2357]

@kittysquiddy Related to this is an inability of producers to lock in future prices. Not just curve messaging but real economic impact to finance production in a rational manner. Bullish for natural gas as related production from oil drilling is reduced regardless of NG forward prices.