Macrokurd

@macrokurd

Hedge fund portfolio manager. Emerging and Submerging world. I read between the lines.

31
Posts
23
Followers
18
Following
Macrokurd
1 week, 2 days ago

@macrokurd

BHMG. A clean 10 year buy and hold?

  • mayday911us
    1 week, 1 day ago

    Well are you sure that's right because I can't find anything on that ticker?

  • Macrokurd
    1 week, 1 day ago

    @mayday911us Sorry this one's a UK one. BHMG.L. Brevan Howard.

    Tagged Users: mayday911us.
  • mayday911us
    1 week, 1 day ago

    @macrokurd sorry I was absolutely lost looking for that because Insight from other people is always something to look at but thank you.

    Tagged Users: macrokurd.
Macrokurd
1 week, 5 days ago

@macrokurd via Macrokurd Musings.

*US TREASURY ASKS AGENCIES IF PAYMENTS CAN BE MADE LATER: WAPO

Doesn't sound good...

Macrokurd
1 week, 5 days ago

@macrokurd via Macrokurd Musings.

10y US vs Japan yields

Either they adjust YCC, or the Japanese will need to accept a weaker currency

Post
Macrokurd
2 weeks, 5 days ago

@macrokurd via Macrokurd Musings.

Cue the oil price pump...

*SAUDI ARABIA SAID TO MOVE CLOSER TO ANOTHER ARAMCO SHARE SALE

Macrokurd
3 weeks, 4 days ago

@macrokurd via Macrokurd Musings.

*UAE’S ROYAL GROUP SHORTS US STOCKS ON GLOBAL RECESSION FEARS

  • Optimus Prime
    3 weeks, 4 days ago

    Next stop, short selling ban on banks stocks...

  • Macrokurd
    3 weeks, 4 days ago

    @optimus How does an oil producer hedge it's risk? Short stocks :-)

    Tagged Users: optimus.
  • Optimus Prime
    3 weeks, 4 days ago

    @macrokurd you can always find a circumvoluted argument saying US economy lower = oil demand lower...or you can just admit its a trading view

    Tagged Users: macrokurd.
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