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Is there such a thing as "Too Much Of A Good Thing?" Well that was my thinking when I presented at the Synergey conference last week:
Here's a look at how I analyze, educate + trade.
Macro-to-Micro style.
#reflation #oil
Why Risk Management Matters
https://t.co/Rr3Qo2RjLq
@SamanthaLaDuc You're right. Plenty of rates traders out there on the street know that summer is going to be boring as hell, they're just covering their UST shorts. Couple that with European/Japanese pension funds/insurance cos buying USTs cheaply on a FX-hedged basis and you get this.