Top Tweets for #dv01
https://t.co/5LRJZL4cw0 - US Treasuries: Prices, Yields, Curves, DV01s #ustreasuries #yieldcurve #dv01 #ustreasury
The real takeaway is the 10 year was the real Bubble at a 176x P/E. #DV01
ransom in action. #northwestcybersecurity #sophoscentral #dv01 #azure #cybersecurity https://t.co/ohxDgmAeqr
@adaltos59 @barryknapp 10 Year Treasury Bonds are getting SLR’d.....Again. 1.73% +4bps.
Banks making further adjustments.. just another way to make money amidst the backdrop of $XLF #Reflation 10Y3M +5bps to 1.73%
1Q21 Trading gonna be lit despite very tough comps.
#DV01 #Losses
“Floating Rate Notes show signs of a comeback amid inflation talk.”
Or u can buy $XLF.. at ZIRP deposit costs.. & naturally lagging deposit betas.. then put 15 turns of leverage on that earnings stream.. & sleep at night like a baby not scared of #DV01 loss risk..
Pre GFC trend growth had 3 handle..Post GFC had low 2s handle..now this cycle perhaps < 2 handle coz of Public Debt..not sure, but I can buy that argument..but u can have Mega Reflation before getting to trend that’s a #DV01 train wreck till gap between red/blue line compresses.
Marianne Lake is gonna punish $TLT & $ZROZ Bulls w more #DV01 Losses...Bank Lending Standards have plummeted in Mortgages & Demand is Ripping.
Btw imho she’s the rightful heir apparent to Jamie Dimon... Just my personal opinion. $JPM $XLF $ITB
@LukeGromen If perchance this scenario plays out #DV01 risk at $ZROZ & $TLT could be very painful... doesn’t take much from such elevated Bond Levels.. one of the most crowded trades with 10 year Specs high.
CCCs > BBs > BBBs #LowDuration 👑
Real Rates starting to bottom? TBD
2 Standard Deviation Left Tail in a Massive Bubble with #DV01 Risk rising fast. Long Bonds & $ZROZ in Purgatory -8% since March peak.
$XLF #Reflation #Sequencing
Warren Buffett’s Berkshire Hathaway says it repurchased $5.1 billion of its own stock during Q2. https://t.co/onA8AleV7G
$TLT & $ZROZ have been a complete train wreck since March 9, 2020.
$ZROZ -18% total return. #DV01
$XLF #Reflation
@LukeGromen @BlacklionCTA Let’s say it only goes to 2%.. that’s still a ton of #DV01 loss for $TLT & $ZROZ that imho, being long is like driving a fiberglass Corvette into a Wall at 130 mph.
5Y5Y up +1bp.. ripping to 2.15%.
$XLF #Reflation... if I was Lacy Hunt I would be worried about #DV01 Risk..
$TLT $ZROX Bubble can burst & investors can lose immense amounts of money in short periods of time.. the Convexity profile of the trade is very dangerous imho.
Move Index as low as 46.8... works the other way too.
$ZROZ #DV01
Stocks like Cyclicals are allegedly in a “Bubble”... $XLF trading at or below tangible book value... but the 10 year government bond isn’t?! ... 64bp yield...& trading at a P/E ratio of 156x... Let me know how that works out in 12-24 months. $ZROZ $TLT #DV01
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