J Tsang

Portfolio Manager | Trader | Dad

[J Tsang @jtsang16]

@EffMktHype @Powerball_z I’m size bid for og cover

[J Tsang @jtsang16]

@macrocephalopod @TheOneLanceB Junior sell side traders on fixed income desks make 250/year fetching coffee…

[J Tsang @jtsang16]

@bauhiniacapital They also touched the third rail of Canadian politics, French language. Separatist party leading in Quebec would make hay of American demands to remove bilingual labeling rules

[J Tsang @jtsang16]

@Brad_Setser There is talk in Quebec about the US wanting removal of bilingual packaging in Quebec, total poison pill considering PQ polling numbers for October election

[J Tsang @jtsang16]

@patrick_saner In smaller markets such as CAD, hyperscaler issuance had noticeable impact on the long end, and one could more easily argue crowding out of demand for long credit

[J Tsang @jtsang16]

@JulianKlymochko It may be harder to fuck over cdpq however. Bad political move

[J Tsang @jtsang16]

@dampedspring He who trades RV might one day live in one

[J Tsang @jtsang16]

@rbfintwit @EffMktHype One is not a bond trader without a Bloomberg. This is a patrician game sir

[J Tsang @jtsang16]

@dampedspring Anyone not voting repo desk never interacted with their colleagues down the row

[J Tsang @jtsang16]

@macro_punting Best part is his institutional stuff not materially better than what goes on twitter.

[J Tsang @jtsang16]

@BlacklionCTA “Looking for Fixed Income Trader” for job and requirements that have nothing to do with slinging bonds. Interesting

[J Tsang @jtsang16]

@bennpeifert It’s so wrong on so many counts it hurts. Doesn’t even understand what a bsl is

[J Tsang @jtsang16]

@TotemMacro Now if only Canada could

[J Tsang @jtsang16]

@PauloMacro The article is from Friday. I don’t doubt the Monday move might be bigger but the account retweeted as a spurious grasp of credit markets. I wish I could call 144a private credit, my income would 10x.

[J Tsang @jtsang16]

@junkbondinvest If private placements at 99$ are private credit my fees just went up 10x

[J Tsang @jtsang16]

@EffMktHype Meanwhile IG and HY spreads

[J Tsang @jtsang16]

@abcampbell Would it be possible to have these in a printable format?

[J Tsang @jtsang16]

@Dcpcooks I’m not sure he even really know what a bsl is… our verbose garbage take. There is a lot to dislike in the bsl, clo and private credit market but this is not the take.

[J Tsang @jtsang16]

@Dcpcooks His read on jaaa is very long and dead wrong. Shows a fundamental misunderstanding of what a CLO is