Uncrowded Wisdom

[Uncrowded Wisdom @UncrowdedWisdom]

@TaxAlphaInsider Thank you! Reason im curious is because treasury futures a great to make that excess return into cap gains. But if one wanted corporate or TIPS exposure swap on index could be the way?

PS: I’m a member, read blog, wasnt sure about whether this would be considered conversion. TY

[Uncrowded Wisdom @UncrowdedWisdom]

@DsrPrivate @AnchuDrew Hi Andy - If i sell assets. Someone has to buy them. So if i dissave, someone has to save. Can then the savings rate actually go down from asset sales? What am i missing? Thank you!

[Uncrowded Wisdom @UncrowdedWisdom]

@DsrPrivate Why the 1 year + term premium and not straight out the 10 year? Thank you

[Uncrowded Wisdom @UncrowdedWisdom]

@DsrPrivate @spoiler_albert Maybe stupid question. But how does repo counterparty force BW to sell? Thank you!

[Uncrowded Wisdom @UncrowdedWisdom]

@TaxAlphaInsider Are you in favor of direct indexing? Or just buy the ETF?

[Uncrowded Wisdom @UncrowdedWisdom]

@DannyDayan5 @MMTmacrotrader I think Douglas is agreeing with u on higher wealth=more spending? But he believes this is 1 channel & there are many others he considers negative prssures & net negative to macro.

But Wealth can rise for other factors than rates & those will have its own channels?

Douglas?

[Uncrowded Wisdom @UncrowdedWisdom]

@rpgoyal_ @DannyDayan5 @MMTmacrotrader I can see ur point on saving for a home. But wouldn’t work like that for other asset. I don’t save more to buy SPY that is higher. I save the same and buy SPY at the price im given. But for all assets, an increase creates more willing to spend.
All very non-linear.

[Uncrowded Wisdom @UncrowdedWisdom]

@DsrPrivate Can you remind us how you estimate the pricing of a one touch digital on public data? Thank you!

[Uncrowded Wisdom @UncrowdedWisdom]

@AahanPrometheus Lol

[Uncrowded Wisdom @UncrowdedWisdom]

@DsrPrivate Why higher issuance is bad for dollar mechanically? Thank you

[Uncrowded Wisdom @UncrowdedWisdom]

@MMTmacrotrader Can you explain this? Thank you!!

The reason for this is households absorb the elevated price level through a decline in their share of income,

[Uncrowded Wisdom @UncrowdedWisdom]

@DsrPrivate Confirms This fall looks like rate + risk premium expansion. Amazing for diversified beta deploying

[Uncrowded Wisdom @UncrowdedWisdom]

@DsrPrivate Are consensus expectations a good indication of what market thinks? I was always told they were optimistic. Thank you!

[Uncrowded Wisdom @UncrowdedWisdom]

@TaxAlphaInsider @VijayInWA @vixologist Where can i find it?

[Uncrowded Wisdom @UncrowdedWisdom]

@TaxAlphaInsider @ptuomov So box + synthetic long? Hmm will need a lot of option liquidity on that TIP ETF options.

[Uncrowded Wisdom @UncrowdedWisdom]

@ptuomov @TaxAlphaInsider How are they doing it? Box + treasury futures? Would TIPS be possible to create distribution free?

[Uncrowded Wisdom @UncrowdedWisdom]

@ptuomov @TaxAlphaInsider What ETF would give you duration without the income distribution.
Agree on borrowing to invest in the duration asset, but you have to be okay with leverage. If you are not… what are the options, aprt from asset location

[Uncrowded Wisdom @UncrowdedWisdom]

@TaxAlphaInsider Very helpful thank you!!