Donald Duck

[Donald Duck @Patodonald999]

@elcronista_es Tu abuela tenía que haber comprado hace 40 años, con 600 euros al mes ya habría amortizado la hipoteca el piso sería suyo y tu padre le heredará pronto. A veces pagar un poco por consejo profesional merece la pena.

[Donald Duck @Patodonald999]

@martinvars Buenísimo! Pero la casa de Galapagar es del jorobado podemista y su pareja, Galapagar no es lo suficientemente “in” para Pedrito

[Donald Duck @Patodonald999]

@NASAAdmin Scsesss

[Donald Duck @Patodonald999]

@Mishi_2210 127

[Donald Duck @Patodonald999]

@saylor @Strategy Is using a 30day vol to calculate a sharp on a 1 year return not boosting the sharp artificially? Shouldn’t the 1y vol be used to calculate the sharp?

[Donald Duck @Patodonald999]

@dgt10011 Use 30y Yen rates, longer history. 30y bonds in Japan have short history as its issuance is relatively new. Or use 10y bonds as a very good proxy.

[Donald Duck @Patodonald999]

El gobierno ha adjudicado a Huawei por 12,3 M€ el servicio de custodia digital de escuchas judiciales🙈🙈

[Donald Duck @Patodonald999]

@robin_j_brooks Btp holdings >45% of Italian GDP?? Sounds weird…

[Donald Duck @Patodonald999]

@robin_j_brooks Keep calm and keep buying BTPs…

[Donald Duck @Patodonald999]

@wabuffo @darioperkins Lots of $ being made and lost in betting FED funds rates at FOMC dates, it depends how granular you want to be… some of those bets have better odds than many other trade ideas… it does matter a lot to some.

[Donald Duck @Patodonald999]

@drugstercom @biancoresearch Extremely high regulation at Banks, no banking supervisor wants to get caught with his pants down… forget about pre GFC unmatched maturity marked to market books… those are long gone.

[Donald Duck @Patodonald999]

@AndreasSteno What data is that chart using? What source? Seasonally adjusted? Confirmed on dealer's activity? Looks weird...

[Donald Duck @Patodonald999]

@dailydirtnap 2y Tips cheap as chips

[Donald Duck @Patodonald999]

@Barchart Is that netting their received positions in swaps and longs SOFR?

[Donald Duck @Patodonald999]

@dailydirtnap Scary mongering, didn’t age well.

[Donald Duck @Patodonald999]

@dampedspring Sell Dax/Eurostoxx and ERZ4, way lower real rates… H4L should apply to ECB too…

[Donald Duck @Patodonald999]

@dampedspring JPM 4320 gamma black hole comes handy for this short risk parity trade… thanks for sharing!

[Donald Duck @Patodonald999]

@BobEUnlimited You might be correct… the sharpe ratio of the trade looks awful… think buying 5y or 2y BEI seems like a better proposition for your sticky inflation view…

[Donald Duck @Patodonald999]

@dampedspring 👍🙏🙏

[Donald Duck @Patodonald999]

@dampedspring 100mio 2y notes for 5mio spoos if I recall your weights? From 1jan23 2y notes up 20bps+carry and roll, spoos up 14%… seems like down 350/400k USD.