Who Holds the Negative Carry
Who Holds the Negative Carry The carry test is back, and it has no sense of humor. An asset yields more than the money that bought it or it does not. With the 10-year Treasury…
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Pre-Mortem: Wednesday, 8:30 A.M.
Pre-Mortem: Wednesday, 8:30 A.M. INTERNAL MEMO. DO NOT FORWARD. TO: Rates, Credit, Macro Strategy RE: September CPI, six bank prints, and which of our positions is lying to us…
Gorm the Vengeful || Splinterlands || A powerful Rare Death Unit.
Hello .. !! My dear Hive friends, I am @samadbro08 from Bangladesh. Today is Wednesday , October 07 /2026 Source Hi…
Viritas Steward || Splinterlands || Common Earth Unit.
Hello .. !! My dear Hive friends, I am @samadbro08 from Bangladesh. Today is Thursday, October 08/2026 Source Hi…
Two Hundred Times Earnings, One Customer, and a Post on X
Two Hundred Times Earnings, One Customer, and a Post on X Two hundred times forward earnings, and what broke it was a post on X. I'd admire the efficiency if I weren't busy…
Crude Is Fixed. Tell That to Your Truck.
Crude Is Fixed. Tell That to Your Truck. Somebody call the oil desks and tell them to stand down, because the Gulf is back. Goldman reckons Gulf crude exports averaged 23.3…
Splinterlands || Stonebind Matron || Common Earth Unit.
Hello .. !! My dear Hive friends, I am @samadbro08 from Bangladesh. Today is Tuesday , September 29/2026 Source Hi…
The Laggard Is Worth $5.8 Trillion
The Laggard Is Worth $5.8 Trillion Only in 2026 can a stock close at an all-time high of $238.90, carry a market value of $5.78 trillion, sit 3.8% short of becoming the first $6…
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