Thriddio’s Substack
Thriddio Asset ManagementNow go take a risk...
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 27 | Subscribers | Read | thriddio.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Context cruising
A few notes ago, we wrote that the rally we saw in chinese equities back in May was a bit fast and we would not chase it as we were awaiting for it to break above last year’s low, sure enough it gave it all back. Well 4 months later here we...
Strolling in the air?
Market has been relatively moody lately, repricing the cuts that had been priced only at the beginning of August for the M4Z4 SOFR spread. The “higher for longer” camp may want to rethink their stance particularly given the breakdown in the...
Keep the Goldenrod Flying
It has been a while since we last checked on mortgage credit spreads, so let us begin this note with some housekeeping on both CMBS and Pfandbriefes:
Before the tea gets cold
Amidst the ongoing liquidity squeeze we’d like to begin this note with a quick update of a chart we post almost every note:
Authors
The writers behind this newsletter.
NOT Investment advice. Market views and thoughts off Thriddio’s trading desk. Now go take a risk.
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