#gotbonds - Twitter Hashtag

almost 3 years ago

#Treasuries #USABonds The mother of all squeeze could be here and now... #GotBonds? #TLT #EDV In 2008 #EDV rose 100% while #SP500 plunged 50%... Now 100% is just 50% retracement... @leadlagreport @SantiagoAuFund @JeffSnider_AIP Hedge funds record short vs active manag record Long

GingkoPT's tweet photo. #Treasuries #USABonds The mother of all squeeze could be here and now... #GotBonds? #TLT #EDV In 2008 #EDV rose 100% while #SP500 plunged 50%... Now 100% is just 50% retracement... @leadlagreport @SantiagoAuFund @JeffSnider_AIP Hedge funds record short vs active manag record Long https://t.co/8oPMmd8PWm

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Michael Lebowitz, CFA

@michaellebowitz

almost 4 years ago

@allbullnobear8 @carlquintanilla The lag effects can be as long as a year. We are just starting to feel some effects from the early 2022 hikes. This will get nasty.. #gotbonds?

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JD 🇮🇱 🇮🇷 🇷🇺 #freespeech is dead in 🇬🇧 @xjonathandavis

over 4 years ago

Recession in 5,4,3... #GotBonds $DTLA $TLT

Andrew Thrasher, CMT

@AndrewThrasher

over 4 years ago

Food at home is up over 10% YoY. Not since the 1970s have we see a rise in food costs like we are seeing today.

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InvestAnswers

@Investanswers

almost 5 years ago

#GotBonds? #GotGold? Insane inflationary backdrop #Bitcoin is all ya need!

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steve feiss @stevefeiss

about 5 years ago

nothing without consequence ... *JUDGE RULES U.S. EVICTION BAN CAN REMAIN IN PLACE meanwhile, trillions sitting idly (generating 5bps o/n for those who can) meanwhile, there are a few other canaries in coal mine https://t.co/0xiX9vFnsx (h/t @jsblokland) #gotBONDS

Anthony Sanders @AnthonyBSanders

about 5 years ago

Fed's O/N reverse repos top $1 TRILLION! https://t.co/Zo5eMKKw5H @StockCats @coverteconomics @Gloeschi @stevefeiss @goldcore @Goldbroker_com

AnthonyBSanders's tweet photo. Fed's O/N reverse repos top $1 TRILLION! https://t.co/Zo5eMKKw5H @StockCats @coverteconomics @Gloeschi @stevefeiss @goldcore @Goldbroker_com https://t.co/I77WdmUbOC

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steve feiss @stevefeiss

over 5 years ago

#Treasuries 🔹 China CONTINUES to SELL (since 2013) and Belgium BUYING 🔹 #FOMC to WAMEX or NOT (perhaps they have been already) 🔹 stocks are CHEAP (when comp'd to ZLB) 🔹low MTG rates = refi DEMAND +105% YoY #gotBONDS all that and MOAR: https://t.co/8TqpviHqKB

stevefeiss's tweet photo. #Treasuries

🔹 China CONTINUES to SELL (since 2013) and
Belgium BUYING

🔹 #FOMC to WAMEX or NOT (perhaps they have been already)

🔹 stocks are CHEAP (when comp'd to ZLB)

🔹low MTG rates = refi DEMAND +105% YoY

#gotBONDS

all that and MOAR: https://t.co/8TqpviHqKB https://t.co/gSHl09XGUT

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steve feiss @stevefeiss

almost 6 years ago

#Treasuries *HOUSE PASSES DEMOCRATS' $2.2T AID BILL THAT REPUBLICANS REJECT (BBG) - going nowhere *TRUMP AIDE HOPE HICKS TESTS POSITIVE FOR CORONAVIRUS INFECTION (BBG) - too close for comfort #gotBONDS (from earlier today, https://t.co/4Yy7qhgl1j)

stevefeiss's tweet photo. #Treasuries

*HOUSE PASSES DEMOCRATS' $2.2T AID BILL THAT REPUBLICANS REJECT (BBG) - going nowhere

*TRUMP AIDE HOPE HICKS TESTS POSITIVE FOR CORONAVIRUS INFECTION (BBG) - too close for comfort

#gotBONDS (from earlier today, https://t.co/4Yy7qhgl1j) https://t.co/6Od3vERu5F

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steve feiss @stevefeiss

over 6 years ago

*WTI JUNE CONTRACT TO TURN NEGATIVE WITHOUT DEMAND PICK-UP: BOFA JUNE SWOON comin' SOON #gotBONDS #duration yea 'even at these yield levels, they work' (BlackROCK) https://t.co/IK927sgZTG

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steve feiss @stevefeiss

over 6 years ago

**IMPORTANT READ** hedging of convexity -- not just MBS guys but ALSO annuities ... underappreciated relative TO things like Apple earnings & whatever Jamie Dimon says? (see BBG on JPM consumer div CUTS in headcount??) #gotBONDS #USTs $TLT #FOMC

Stephen Spratt

@StephenSpratt

over 6 years ago

Convexity hedging flows are back now 10-year range has broken. But it's not just MBS accounts, insurance driven hedging of VA products is also in play. Now stocks are key https://t.co/D4qAY4JE2o

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steve feiss @stevefeiss

over 6 years ago

about that time some were hitting bids in #USTs after apple earnings ... how about Bloomberg story detailing $JPM cutting jobs in (strong)CONSUMER division ... $TY1 $HY $TLT #gotBONDS today's TECHS: https://t.co/L1dcL8zPeJ bbg on JPM job CUTS: https://t.co/L04VE3SmHN

stevefeiss's tweet photo. about that time some were hitting bids in #USTs after apple earnings ...

how about Bloomberg story detailing $JPM cutting jobs in (strong)CONSUMER division ...

$TY1
$HY
$TLT
#gotBONDS

today's TECHS: https://t.co/L1dcL8zPeJ
bbg on JPM job CUTS: https://t.co/L04VE3SmHN https://t.co/zlGQMzuzVf

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steve feiss @stevefeiss

over 6 years ago

This weekends PDF: https://t.co/ZQJUYAivK4 Thanks TO @tavicosta for putting his JOLTS, GDP visual out there and to @barrons for clearly defining meltup as it relates TO chase for yield, which never ends well, & Rosie, Albert EDWARDS and HIMCO ... 30yy UNCH on wk. #gotBONDS

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steve feiss @stevefeiss

over 6 years ago

(Bond) SHORTS got caught leanin... Said another way ... #gotBONDS https://t.co/2nhs9NuBLD

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steve feiss @stevefeiss

over 6 years ago

talk about yer laymans equity RISK premium … https://t.co/ULhi6vfMqg @LJKawa latest weekly FIx w/some (#got)BOND charts to AVOID flyin' blind in 2020 'bout those US farmers (see bleak '20 despite phase 1) 10yy (2s30s CURVE) supp/RESIST more https://t.co/ULhi6vfMqg #gotBONDS

stevefeiss's tweet photo. talk about yer laymans equity RISK premium … https://t.co/ULhi6vfMqg

@LJKawa latest weekly FIx w/some (#got)BOND charts to AVOID flyin' blind in 2020

'bout those US farmers (see bleak '20 despite phase 1)

10yy (2s30s CURVE) supp/RESIST

more https://t.co/ULhi6vfMqg

#gotBONDS https://t.co/bsVW4OXtZS

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steve feiss @stevefeiss

over 6 years ago

watch 10yy on approach of 1.84 SUPPORT THINKING about #US / #CHINA and #STOCKS vs #gotBONDS with some thoughts from @BarryKnapp and Argus ('my views', here: https://t.co/5MR9X6NHNI) #SPD matters as fiscal (Japan, o/n) gains Mr Mkt attn #TidalWave #Liquidity $TLT #gotBONDS

stevefeiss's tweet photo. watch 10yy on approach of 1.84 SUPPORT

THINKING about #US / #CHINA and #STOCKS vs #gotBONDS with some thoughts from @BarryKnapp and Argus ('my views', here: https://t.co/5MR9X6NHNI)

#SPD matters as fiscal (Japan, o/n) gains Mr Mkt attn

#TidalWave
#Liquidity
$TLT
#gotBONDS https://t.co/HZdaR59svV

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steve feiss @stevefeiss

over 6 years ago

#gotBONDS The guys who make the #shipping decisions ... the #CEOs who arent so confident ... THE visual, h/t @AndreasSteno of Nordea For visual below and MORE ... (Japanificatio of US ...), my bullish bonds view: https://t.co/JezASBthrX

stevefeiss's tweet photo. #gotBONDS

The guys who make the #shipping decisions ... the #CEOs who arent so confident ... THE visual, h/t @AndreasSteno of Nordea

For visual below and MORE ...

(Japanificatio of US ...), my bullish bonds view: https://t.co/JezASBthrX https://t.co/sW2xIkIkPv

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steve feiss @stevefeiss

almost 7 years ago

#NFP so good that folks are signing up for MULTIPLE JOBS at a rate last seen in ... 1996 ... I'm sure it's nothing other than an early POSITIVE SIGN that #wages are UP (with #MULTIPLE JOBS, you magnify the impact, right) and SO holidays to go just fine! #gotBONDS

stevefeiss's tweet photo. #NFP so good that folks are signing up for MULTIPLE JOBS at a rate last seen in ... 1996 ... I'm sure it's nothing other than an early POSITIVE SIGN that #wages are UP (with #MULTIPLE JOBS, you magnify the impact, right) and SO holidays to go just fine!

#gotBONDS https://t.co/l8WMsuTJcj

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steve feiss @stevefeiss

about 7 years ago

*S Korea July First 20d Exports FALL 13.6% YoY (vs -10%) Hey, at least it was only WORST SINCE JANUARY ... I'm sure it's nothing. Nothing at all. #gotBONDS Back to your cars. Shows over. Nothing to see here

stevefeiss's tweet photo. *S Korea July First 20d Exports FALL 13.6% YoY (vs -10%)

Hey, at least it was only WORST SINCE JANUARY ... I'm sure it's nothing. Nothing at all. #gotBONDS

Back to your cars. Shows over. Nothing to see here https://t.co/6Ld4gPf3MV

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steve feiss @stevefeiss

over 7 years ago

BlackRock: How I learned to stop worrying and love the bond (https://t.co/W1dR2yseJz) ... ME TOO, see this mornings thoughts (https://t.co/IErZcKaS2E) and 'technicals', "BONDS NEAR SUPPORT" ... think BlackRock should start bond support group ... #gotbonds

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