UnSub Capital @PickSpread
Credit Joined May 2019-
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@milken_cookies Easier said than done to say I’m trying to generate ideas that work over X time horizon, I like this bc XYZ & checking back when that horizon has passed. Especially in public markets where it’s a constant rotation into the best risk/reward ideas which should work over time.
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@milken_cookies I struggle with this too. Why I think it’s important to be 1) clear about what you’re trying to do and measure yourself against that and 2) be incredibly factor conscious, even in credit.
@pkjr1967 @milken_cookies @Chapter22BK @junkbondinvest I guess could see that if inflation starts coming in lower than expected. My concern is that a dovish pivot is more likely to be induced by data/events that will be painful for the mkt short term. Worse before better in that case.
@valueterminal Fair point! “Know the bare minimum” might have been a more appropriate wording
@milken_cookies Crime and punishment is a ride
@cpg_girl 4 words: Soy. Sauce. In. China.
@milken_cookies Me digging up research from a year ago that I never pitched to show my PM how right I was:
@milken_cookies @SkeleCap @SeminyakCapital Right, getting called sooner gets more attractive as price falls
@milken_cookies @SkeleCap @SeminyakCapital OAD extends for callable bonds. HY index OAD 4.1 vs 3.8 at year-end.
@cpg_girl Real PCE going to have a tough time comping positively this spring
@valueterminal @RickRoss Got gifted for Christmas. It’s actually pretty entertaining imo
@Post_Market @cpg_girl Can handle a good chunk of debt, but my guess >50% stock
@patrick_oshag $SYY seems to be making an attempt
@Post_Market If you’re Post Market, does that make your dad Mr. Market? Hear that guy always wins
@cpg_girl “Have we talked about Soy Sauce in China yet?”
@cpg_girl I see your $KHC call, and raise you an $ABI call
@cpg_girl Gamgort thinking about the cash flow unlock of making a $20bn acquisition and pushing payables to 150 days… again
@jmmohr Thought this was lifespan at first
crossdefault @crossdefault
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