david
@sdav1986
man even a few months without hockey are unbearable
76 days until the NHL season
EXCLUSIVE: Ex-Marshall Wace Ravi Naresh lands $3B from Millennium. Thomas Wong’s Optimas gets $1.2B. Millennium is pulling top traders into its orbit - external or internal - as AUM hits $77B bloomberg.com/news/articles/…
Ofc "fiscal" is a key driver, but if it were the sole driver of all regions mentioned, one would expect the curve shape to increase similarly everywhere. The impact is much larger in Japan, which means more than just "fiscal" is driving this... like BoJ QT, lifers demand, etc
While media attention is rightly focused on the Japan-U.S. trade deal, don't overlook what is happening to the long end of the Japanese bond market where, driven mainly by fiscal concerns, yields continue to climb. With what is a correlated, rather than coordinated, fiscal…
I’ve mentioned this a few times, but the sheer size of S&P call overwriting programs continues to be a key area where price-insensitive flows dominate. One recurring pattern is that as the index moves lower, some of the more flexible programs become increasingly aggressive in…
these covered call etfs are so dumb, but a really bad one is $GDXY when stuff is mooning why would you want to sell calls vs it? the good thing about all these dumb etfs is they make calls cheaper for us to buy
Rest in peace to rock legend and St. Louis Blues fan Ozzy Osbourne. 🖤 (📸: @OzzyOsbourne)
The Connor Connection™️ is goal No. 36 on our list of the top 50 goals from 2024-25! 🙌