Yellowfin

Levered L/S Investor | Appreciate Options | Margin Expert - Risk Manager

[Yellowfin @yellowfincap]

@MandoTrading @StellkaStrelka Definitely needs to sweep. Maybe tomorrow or Friday at end of the week. Yields keep climbing and so does oil.

[Yellowfin @yellowfincap]

@junkbondinvest Data center issuance is non-stop. QTS 15 wider on that deal at +230. ORCL 5yrs +165 ~6.00%

[Yellowfin @yellowfincap]

@jbulltard1 HAHAHAHAHAHHA too funny 😂 worst insults ever = bagholder and/or a contra

[junkbondinvestor @junkbondinvest]

The maturity wall always rolls. That's basically the entire history of leveraged credit.

2028 is next up. Except there's a real software concentration in the '28/'29 bucket this time.

[Yellowfin @yellowfincap]

@Biohazard3737 Ha .. it’s all supply/demand and uncertainty around SPCX future issuance which will be a lot more even as StarLink does better to fund Space and xAI capex

[Yellowfin @yellowfincap]

@Liathetrader @FilippoDaVinci Slow drift higher as expected on a summer Friday but think deeper pullback next week? Or that’s likely on hold until maybe August?

[Yellowfin @yellowfincap]

@David_Tracey Hey side note, if small in INFQ .. add or add diff name like IONQ or QBTS?

[Yellowfin @yellowfincap]

@MandoTrading Hoping rates rally in short term on this .. so oil back to discount <80 and later higher?

[Yellowfin @yellowfincap]

@PurpleDrink_LLC Agree haha

[Yellowfin @yellowfincap]

@David_Tracey @david_senos For sure, side note .. I don’t like how China stocks haven’t even front run this meeting like it should be a “success”

[Yellowfin @yellowfincap]

@David_Tracey @david_senos Thoughts on rates here? I think lower bc Trump needs it, will just declare victory in the war and oil can actually fall

[Yellowfin @yellowfincap]

@David_Tracey @david_senos Rates rally here?

[Yellowfin @yellowfincap]

@jbulltard1 Absolutely epic !!! Great job

[Yellowfin @yellowfincap]

@MandoTrading Broke below.. stop hunt or $698?

[Yellowfin @yellowfincap]

@PKDayTrading1 Any change with ES_F > 6907?

[Yellowfin @yellowfincap]

@David_Tracey Great..haha it’s so cheap, I traded some nice calls in them last fall but have some leaps now that are just withering away

[Yellowfin @yellowfincap]

@datruthbomb And 6800–>6100 ?

[Yellowfin @yellowfincap]

@ChandlerTrading @cantonmeow Deeper pullback into AOI?

[jbulltard @jbulltard1]

Barring a big reversal today the $spy will close under the 50 week for the first time in nearly a year. Last year we had 1 big flush to the 100 week & instant taco. Do we see the same by April 6?