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| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 34 | Founded | 4 months ago | Last Issue | 7 days ago |
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benjaminusagi267.substack.comLatest Issues
The Dollar Is Not the Treasury
Something is off.
MOVE is around 75.
HY OAS is around 2.76.
Credit is not blowing up.
Earnings are not collapsing.
The labor market is not collapsing.
And yet:
10Y TIPS is around 2.2%.
DXY is back above 100.
Gold is under pre...
原油冲击影响观测
真是倒霉催的。
真是倒霉催的。
扔个免费的小东西
关注我比较久的老粉可能知道，我有一套固定的流动性打法，就是以美国财政部和美联储向市场抽水和放水的数额节奏，既短期流动性的增加或减少来相应的做多和做空。但是这个打法有一个老问题，就是放水的时候涨的比较直接，抽水的时候则时间点难以把控。原因也很简单，市场上钱多了当然是直接涨，但是市场上钱少了以后，很难判断在什么时候市场会从什么地方拿钱，去拆东墙补西墙。跌一定是会跌的，但是可能是事件前跌，事件当时跌，也有可能是事件后跌。
关注我比较久的老粉可能知道，我有一套固定的流动性打法，就是...
科技板块轮动监控器 V2.4 更新说明
本次更新属于架构级升级。
本次更新属于架构级升级。
黄金宝宝巴士使用手册
我们已经不需要证明靠利率分析或者流动性分析能够挣到钱了，但是这里面有问题。利率分析只看分母端，所以傻逼宏观交易员会踏空。流动性这方面，银行准备金数据不实时，盘间拆借利率一般人看不到，美联储每日早晚的进出是后视镜。于是遇到结算或者事件的集中流动性抽取不见得抓到完美规律，有时候老老实实的前一天跌，有时候盘中跌，有时候事后跌，进行实时观察非常累人，要同时盯跨资产表现和机构资金流向，要不就是抗浮亏。这说的还是日内问题，波段的话，水平差的就更多了，我看很多人是无法解释交易主题和交易状态...
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