Conchobhair

Conchobhair

Self explanatory

Conchobhair

Curve play is a play on the cash rate etc Historic reversals and equities

Conchobhair Updated 

GE replaced Brennan with Rosput Reynolds and on 17th of Nov buyers put in a low in GE corp bonds, '23, '32, '35. The 30's bounced well however the 23's still hint and short term despair. - board of directors approved a dividend of $0.01 per common share, lower compared with the company's dividend of $0.12 per share in the previous four quarters. Per UBS...

Conchobhair

An update to my original AMD post We know the semiconductor space is very cyclical, and coming off the back of a number of poor earnings ($MU, $NVDA) it's possible we could see a large slowdown in the space. Tradewar concerns seem to hit these stocks hard, especially due to overseas manufactured chips. It's possible the holiday season could bring in solid Q4...

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High VIX low SKEW, options placing the 2stdev tailrisk on the right side

Conchobhair Updated 

More Bond Spreads

Conchobhair

2's & 10's vs SPX

Conchobhair Updated 

Still, with no clear explanation, this is the reason why I WOULD NOT BE HOLDING ANY FUNDS ON EXCHANGES. GDAX - Finex spreads have widened dramatically: Not because of tether, but because of the widening spreads at a time where liquidity has NOT dried up. The spreads widened DURING the 6K sideways trading. Volatility was LOW at the time. Yes, the...

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Both bubbles have %gains in the ranges of 6000-10000% 2011 corrected -94%

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ZS Soybean fut pointing to positive trade outlook with gap up

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BTC

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Wide credit spreads and raised risk of default in HY. 65bps mgmt fee on $BKLN - good holding a short.

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- Fee-related-Earnings to grow into 2020 (50%) - Solid raising pipeline -50B AuM in Insurance (0.2% market share). Although APO does have a largely insurance based portfolio, this is mostly captive, whereas BX may have more success by growing third party assets under management. - Lift in KKR's valuation after going C-corp may lead to BX going C-corp in early...

Conchobhair Updated 

Risk off in US corp debt could suggest a larger slowdown.

Conchobhair

Spreads between the major exchanges have widened, with opportunities for arbitrage despite the arbitrage paradox axiom that these opportunities may remain short lived should arbitrageurs neutralise them. Similarly, following 2008, Covered Interest Parity has not held true in foreign exchange markets. i.imgur.com Initially, the violations of CIP were seen as a...

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Will it break? For Omise, the end goal is “a decentralized mechanism for eWallet platforms holding fiat-backed value” , more so a network to better serve their existing payments gateways in terms of security and scalability. ‘ While OmiseGO supports payments, is not designed first and foremost a payment processor within a specific eWallet payment provider (EPP)...

Conchobhair Updated 

TLRY

Conchobhair Updated 

Not Financial Advice