The following link takes you to an interactive page -
Negative Yield
How did I create this? - I took the negative yielding instruments in IAGG and then built a treemap visual on flourish.
194
Founder of CatFix / Advisor @ KatanaMessage
John Shelburne
Do you have questions for John Shelburne?
Log in to ask John Shelburne questions publicly or anonymously.
The video here is just a preview - You can see the interactive story at the SMCCF ETF page on my site.
A floating box should pop-up and tell you the story of 3 big days for LQD.
Post
Credit & DebtI have been looking at the size of the debt market and the word trillion is starting to seem normal. I put this together to readjust my brain on how many commas are in trillion. After looking at the data, I applied a filter of a sunset so it wouldn't look that depressing. However, it's still depressing. To see an interactive visual without the captions (btw...../.my bad they are off in video) go to https://www.catfix.biz/visuals
Very informative interview on Bloomberg last week with Boaz Weinstein.
https://www.bloomberg.com/news/videos/2020-10-23/front-row-boaz-weinstein-saba-capital-founder-cio-full-show-video
I tried my best to transcribe it so apologies for errors with words. I was working with the closed captions.
I have become a super fan of Bob Treue. He sounds modest, sincere and genuine when speaking. A nice guy for a change!
Fixed Income is filled with so many douche nozzles that love to try to live their lives like a character in a Michael Lewis/Tom Wolfe book.
We need more Bob and less Sherman Mccoy.
Use this resource from the NY FED to follow Market Operations of the Fed -
https://www.newyorkfed.org/markets/data-hub
Post
Books
The following video is a quick demonstration of bond price discovery hack for bonds in ETF's. MOST bond ETFs but not all update their holdings daily on their site. So you can copy link addresses of the files and insert them into excel web data query. When the sht hit the fan in March 2020, I was tracking underlying prices in HYG. I put together some tasty visuals that show the volatile movement of prices in the underlying securities. (Please read the rules and regs for each ETF. My tip/hack is for personal use. Sponsors are probably not happy about redistribution of their information.)
No more items...