garrettcudahey

[garrettcudahey @GCudahey1]

@EpsilonTheory tariffs, ism services prices, shipping costs, strong personal income - the pipeline is filling up

[garrettcudahey @GCudahey1]

@CliffordAsness it is not hard to understand the math behind unrealized losses in fixed rate bonds - its a story of do you want to take your pain all at once (sell now) or slowly over time (hold to maturity). there is no trading alchemy here

[garrettcudahey @GCudahey1]

@EricBalchunas @psarofagis if you like $BIL you will love $TFLO. that said fees on both seem very high for underlying market dynamics for each

[garrettcudahey @GCudahey1]

@NickTimiraos @greg_ip the question for bonds is what if we go from not sufficiently breaking the economy this spring and look forward to tax cuts this summer/fall? my guess is higher yields and no inversion in the front end

[garrettcudahey @GCudahey1]

@novogratz Only if the gold card comes with immigration and customs enforcement exemption

[garrettcudahey @GCudahey1]

Full circle - we are back to having a king and taxes on tea

[garrettcudahey @GCudahey1]

@biancoresearch it won't cost my family of four 300k because it CAN'T cost my family of four 300k

[garrettcudahey @GCudahey1]

@AutismCapital if you manage the assets you can charge a fee that boosts the state's revenue

[garrettcudahey @GCudahey1]

@NickTimiraos Why do we continue to view/compare claim data on a gross basis rather than as a ratio of employed or labor force? Population growth makes this a tough comp to past times when looking for a trend/signal

[garrettcudahey @GCudahey1]

@RapSheet The Raven

[garrettcudahey @GCudahey1]

@PPGMacro Just a flesh wound

[garrettcudahey @GCudahey1]

@EricBalchunas Add Super Bowl on Saturday please.

[garrettcudahey @GCudahey1]

@biancoresearch So odd - 75% won’t care and 10% will fight immensely against this.

[Carl Quintanilla @carlquintanilla]

APOLLO: “Capital markets have remained essentially closed since $SIVB went under.” [Slok]

[garrettcudahey @GCudahey1]

@Stimpyz1 @Convertbond Agree here, if you dropped RRP and forced MMKT to duke it out in front end bills you would ease the pressure off banks. I get why they did it, but the opposite dynamics are now in play.

[garrettcudahey @GCudahey1]

@lehnerjw thx, yeah it seems apartment rents should cool for a while - but whatever lets keep hiking to finish the murder of small banks until that data lags its way in

[garrettcudahey @GCudahey1]

@electricmrsny @bitcoinarchive Chase lowered too a while back 35 to 15

[garrettcudahey @GCudahey1]

@bespokeinvest Isn’t Fed funds the peak of the curve? :)