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Wednesday, March 29, 2023
Tuesday, March 21, 2023
Monday, March 20, 2023
Sunday, March 19, 2023
Simon Dixon on UBS - Credit Suisse Deal
More expensive to insure #UBS through CDOs since announcing it will acquire Credit Suisse. The risk is simply being transferred. $CS pic.twitter.com/bIsd72zOvN
— Simon Dixon (@SimonDixonTwitt) March 19, 2023
Wednesday, March 15, 2023
TLT: The Ultimate Hedge Against A Recession And Rate Cuts https://seekingalpha.com/article/4587680-tlt-the-ultimate-hedge-against-a-recession-and-rate-cuts?source=Gmail
Tweet from Wifey (@WifeyAlpha)
Wifey (@WifeyAlpha) tweeted at 3:12 PM on Wed, Mar 15, 2023:
The Fed told banks that inflation was transitory so they loaded up the truck, aircraft and ship with long duration and now that inflation is higher for longer they are fucked but only on screen losses. Gotcha.
(https://twitter.com/WifeyAlpha/status/1636128240694591489?t=S-K9Zc73lyu8PBDX0CI2dQ&s=03)
The Fed told banks that inflation was transitory so they loaded up the truck, aircraft and ship with long duration and now that inflation is higher for longer they are fucked but only on screen losses. Gotcha.
(https://twitter.com/WifeyAlpha/status/1636128240694591489?t=S-K9Zc73lyu8PBDX0CI2dQ&s=03)
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