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kriskumar.bsky.social
Krishna Kumar
@kriskumar.bsky.social
480 followers 2.6K following 14 posts
Macro guy. Chart connoisseur # Not Investment Advice
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kriskumar.bsky.social
Krishna Kumar @kriskumar.bsky.social · Apr 8
China’s high household savings rate is a result of them getting rid of universal healthcare in the 70s
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kriskumar.bsky.social
Krishna Kumar @kriskumar.bsky.social · Jan 28
Oops!
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Bill McBride @calculatedrisk.bsky.social · Jan 28
MBA: “The FHA, Dept of VA, and Rural Housing Service must clarify that the OMB memo calling on federal agencies to temporarily suspend payments for federal grants, loans, insurance and loan guarantees does not apply to the single family and multifamily loan insurance or guarantee programs ..."
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kriskumar.bsky.social
Krishna Kumar @kriskumar.bsky.social · Jan 26
My new intern deepseek thinks 5-7%
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kriskumar.bsky.social
Krishna Kumar @kriskumar.bsky.social · Jan 9
Market starts to price in some tariffs CME vs LME copper
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kriskumar.bsky.social
Krishna Kumar @kriskumar.bsky.social · Jan 8
Yes they have this in China as well.
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kriskumar.bsky.social
Krishna Kumar @kriskumar.bsky.social · Jan 8
It has been done
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kriskumar.bsky.social
Krishna Kumar @kriskumar.bsky.social · Jan 7
Lack of guarantee is worth about 40bps in spread according to one estimate but in my opinion the nature of the mortgage market changes and becomes more U.K./Canada like if Fannie/Freddie are private entities without a backstop.
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kriskumar.bsky.social
Krishna Kumar @kriskumar.bsky.social · Jan 5
Keeping track helps to identify errors in (1) security selection (2) sizing and (3) timing.
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kriskumar.bsky.social
Krishna Kumar @kriskumar.bsky.social · Nov 23
Make Macro Great Again (MMGA)
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kriskumar.bsky.social
Krishna Kumar @kriskumar.bsky.social · Nov 23
Guess what happens when you have a no MTM, zero volatility asset competing with HY!
kriskumar.bsky.social
Krishna Kumar @kriskumar.bsky.social · Nov 21
If we cannot flick a switch and move supply chains onshore the rest of the world benefits from the 60% tariffs on China they are going to be able to raise prices and margins improve.
kriskumar.bsky.social
Krishna Kumar @kriskumar.bsky.social · Nov 20
You don’t choose the Jets life; the Jets life tackles you at the line of scrimmage..
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kriskumar.bsky.social
Krishna Kumar @kriskumar.bsky.social · Nov 12
Yo
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kriskumar.bsky.social
Krishna Kumar @kriskumar.bsky.social · Oct 9
The fallen angels will soon start singing..
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