Thriddio’s Substack
Thriddio Asset ManagementNow go take a risk...
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 18 | Subscribers | Read | thriddio.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Dreams of a SOFR-seer
With prices paid coming out hotter than expected recent yields have moved up, with the 30yr trading at YTD highs. Prices received also show a bit of a bounce but these look less dramatic than the former:
Golden compass
This time we’d like to begin by pointing out this comparison of price-to-sales ratios between the information technology sector and the Dow Jones. We won’t lecture anyone on how expensive this may or may not be for we have heard the argumen...
Leave her, Jay, leave her...
We are placing a relatively large steepener here:
Between the devil and the deep Red Sea
Ever wishing our readers had an enjoyable holiday season, the first trading days of this year were very positive for our portfolio as we took a relatively large position in shipping services to hedge the risks resulting from the ongoing sit...
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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