ƎWOɹ MƎH┴┴∀W

Former Global Macro Trading extraordinaire. Proud parent of three mini-geniuses. Gone Pharming!

[ƎWOɹ MƎH┴┴∀W @liquidrates]

Rolling down the yield curve using SOFR3 & equivalent futures contracts globally in the most cost efficient manner.

#rates #fixedincome #USD #ustreasuries #bonds #TradeFinance #Futures #SOFR

https://t.co/RtduVsbxkc

[ƎWOɹ MƎH┴┴∀W @liquidrates]

@dampedspring short what part of the curve?

[ƎWOɹ MƎH┴┴∀W @liquidrates]

@DeFi_Hanzo INJ suite of products have strong backers and a suite of great products such as exotic markets. 20% premium paid for 21 day expiry 115% OTM covered call. Another way to create a delta neutral portfolio without the cost of financing and carrying a short position.
@Injective_

[ƎWOɹ MƎH┴┴∀W @liquidrates]

@Sammy_thegoat_ Please keep posting excellent analysis and insight.

[ƎWOɹ MƎH┴┴∀W @liquidrates]

@zerohedge Testing the news. Doesn’t matter what the SEC says or does, if the weaponized US $ is not first, it’s too late. ..the Chinese government will be.

[ƎWOɹ MƎH┴┴∀W @liquidrates]

@financialjuice History is being written today by the securities exchange commission period just like the SEC act of 1933 came out of the wrong 20s we get a new SEC act written after 15 years of cryptocurrency and bitcoin etc. pushing forward trudging the road to happy destiny

[ƎWOɹ MƎH┴┴∀W @liquidrates]

@AJToce You’ve got to be kidding me?

[ƎWOɹ MƎH┴┴∀W @liquidrates]

@Phish_FTR Night 1 was 🔥

[ƎWOɹ MƎH┴┴∀W @liquidrates]

@bespokeinvest How about BNPL stats. If there is such a thing as a warning sign that’s it for me. YoY increase on Amazon prime days was 40%. Consumers have finally depleted their savings and buying larger ticket items today and paying later. No bueno

[Bespoke @bespokeinvest]

"[The Federal Reserve] please announce interest rate cuts for the next 12 months and start ASAP. The capital equipment industry is suffering tremendously. This is hurting the backbone of this country."

[ƎWOɹ MƎH┴┴∀W @liquidrates]

🏆 RARE LOCKED 🏆

I’m guaranteed a 🟨Rare for the next @drip_haus Showcase drop! 🔥

[ƎWOɹ MƎH┴┴∀W @liquidrates]

I’M IN!

Just subscribed to Blockasset DRiP. 🫡

You can sign-up too for free here: https://t.co/gLZpwMk8HJ

@drip_haus

[zerohedge @zerohedge]

The UK's Coming Eco-Totalitarianism https://t.co/Ykb2PUAWik

[ƎWOɹ MƎH┴┴∀W @liquidrates]

@bespokeinvest "RIP to 'positive roll down & carry' in bonds! 🙏 Time to edit those finance textbooks, y'all. The bond market just got a plot twist!"

[ƎWOɹ MƎH┴┴∀W @liquidrates]

@SAmaneddine1 If you were long a basket of crypto what would your allocation look like today? I’m fairly new investor and like AVAX with delegation staking yields close to 7%. Thoughts?

[ƎWOɹ MƎH┴┴∀W @liquidrates]

@countdraghula I have roll adjusted data from 1995 thru 2013 when I left the sell side, I’d be willing bet returns from 2013 - now was in line. Best risk adjusted return bar none is 4th rolling SOFR contract

[ƎWOɹ MƎH┴┴∀W @liquidrates]

@hendry_hugh leverage = juice. It’s called a futures contract. And the future is wide open

[ƎWOɹ MƎH┴┴∀W @liquidrates]

@hendry_hugh You’re on the wrong side of the curve to be betting on a imminent easing cycle. If you’re going to use this town hall to prognosticate buying treasuries at least be wrong AND long the front of the curve at least people would respect your intellect.

[ƎWOɹ MƎH┴┴∀W @liquidrates]

@matthew_sigel Will you share your logic of long-term price target of BTC? You also showed a slide of risk adjsuted returns w/ 3% BTC allocation to a 60/40 port. How would you risk budget BTC, ETH, and LTC?

[ƎWOɹ MƎH┴┴∀W @liquidrates]

@magnelibra @TaviCosta Flatters leading into this weeks belly supply has been like a gift that keeps on giving all year.

[ƎWOɹ MƎH┴┴∀W @liquidrates]

@magnelibra @TaviCosta Next opportunity for US belly led steepeners will be coming out of the 5y and 7y auctions tomorrow and Thursday. Gives you a chance to put on 5/30 pre fed and add post fed 7/30. Quarterly refunding in mid august produce the best risk adjusted returns for curve steepening exit