Dvolatility
76.1K posts
Dvolatility
@Dvolatility
Geriatric millennial. Macro, value and technical observer. I like high yields and high returns. Preferred stocks and ETFs. Distressed and Volatile.
Metro Detroit Katılım Eylül 2008
73 Takip Edilen8.4K Takipçiler
Dvolatility retweetledi
For the first time since the pandemic the US is importing #inflation. Core Import Prices are now rising faster than Core #CPI.
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fork it..decided to pay over par for $ELLA.. it's a bull market, didn't you know?
CC: @iBladesi @Dvolatility
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@Dvolatility Any love for the common here? 25% discount to NAV implies CLO debt portfolio trading at $85ish and >50% haircut on the CLO equity. Seems extreme given where the underlying assets are. If they can keep the stated $1.32 div it's yielding 14% here.
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Oh man yield curve control coming soon
kristen shaughnessy@kshaughnessy2
The Former Treasury Secretary Who Once Needed a $700 Billion Bailout Warns of Vicious” Bond Crash “We need an emergency break-the-glass plan, which is targeted and short-term, on the shelf, so it’s ready to go when when we hit the wall,” Paulson said in an interview for Bloomberg Television’s Wall Street Week with David Westin. Paulson said a breakdown in the $31 trillion market for US government debt would be different from the financial crisis he dealt with while at the Treasury’s helm two decades ago. “As bad as it was,” the government had fiscal firepower to address the credit meltdown, he said. “You can come in and clean up the mess.” But in the event of a US public debt crisis, “when you hit the wall and you’re trying to issue Treasuries and the Fed is the only buyer and the prices of the Treasuries are going down and interest rates are up, that’s a dangerous thing.”….” bloomberg.com/news/articles/…
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@usgovreport @Dvolatility Donald J Trump is crazy and should be removed from power and now, before he Nuclear bombs Iran, now
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🚨BREAKING: Rumors are swirling that Scott Bessent got into a physical fistfight with Kevin Hassett this morning over economic policy disagreements.
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Why can’t people reply to his posts.
Jeffrey Gundlach@TruthGundlach
How does an equity position find its way into a “private credit” fund? Bankruptcy.
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This picture just launched 1,000 Mandamis
Shay Boloor@StockSavvyShay
$SNAP is laying off ~16% of its workforce while guiding for ~$1.53B in Q1 revenue, ~$233M EBITDA and up to $130M in restructuring charges. Tough scene for morale when layoffs hit right after the CEO Evan Spiegel is having the time of his life at Coachella.
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Xing Xing the one armed Tibetan macaque tries a treat.
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@gruust The cornerstone funds have always paid out tons of ROC while cap raising (usually rights offering) above NAV.. It's at ~25% premium to NAV.. and it basically mimics holdings of SPX. It's always been a weird quasi-ponz. oddly enough, not much ROC lately.
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The last 10-days have been unlike any 10-day period in the market since 1950.
First, the S&P 500 is up 9.8% in 10-days, which is in the 99.7th percentile of all 10 day returns.
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Dvolatility retweetledi
“Banks Tally $100 Billion of Private-Credit Loans as Calm Urged”
“…Wells Fargo & Co. said its exposure to private-credit firms was roughly $36.2 billion in the first quarter, while Citigroup Inc. reported $22 billion of such loans in the fourth quarter, noting that it’s had zero losses over the life of the portfolio.
JPMorgan Chase & Co. put the figure at $50 billion, with Chief Executive Officer Jamie Dimon saying on a call with analysts that he wasn’t “particularly concerned about it.”…”
bloomberg.com/news/articles/…
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