Bartosz Pawlowski
barnejek.bsky.social
Bartosz Pawlowski
@barnejek.bsky.social
You gotta be first or right. If you're both then that's lucky.
Views personal / opinie osobiste.
@peark.es hey man, you still at bespoke? Who can I talk to about it being blocked in Poland? Tried from various devices and getting the same... tx
April 3, 2024 at 11:47 AM
I tak można pić kawusię ☕️
January 14, 2024 at 12:21 PM
😍 Lovely!
January 11, 2024 at 5:55 PM
While I think duration will perform in the coming months, today's Global Fund Manager Survey is painting a very one-sided picture.
The main counterargument is still extreme spec shorts on UST futures.
November 14, 2023 at 9:58 AM
James O'Brien eviscerates Boris Johnson (which admittedly isn't too hard to do). Can't wait for his book How they broke Britain!
youtu.be/1ibHsaRF_CY?...
November 5, 2023 at 8:17 PM
Pretty much...
October 30, 2023 at 1:51 PM
I live quite close to Polin Jewish museum in Warsaw.
There are those two trees next to it, which look spectacularly in 🍂 autumn. This is from today (and I swear I didn't touch it with any filters or anything).
October 29, 2023 at 8:16 PM
Short interest in $TLT is at record highs, which is of course peculiar and I would love to roll with it (I'm rather bullish on duration).
Sadly, this is merely 1.5 days of turnover.
That said, CFTC is showing massive shorts also and holding those costs quite a bit.
October 29, 2023 at 8:13 PM