@markets12345.bsky.social
even with the referendum defeat?
November 19, 2025 at 11:14 PM
even with the referendum defeat?
Nice one. Question for you, do you know if there are dedicated independent research firms focused on EM credit that provide recommendations? Thanks
October 16, 2025 at 3:12 PM
Nice one. Question for you, do you know if there are dedicated independent research firms focused on EM credit that provide recommendations? Thanks
35s Down 10 pts from the highs now? How do you feel about the risk into the october election?
September 30, 2025 at 7:18 PM
35s Down 10 pts from the highs now? How do you feel about the risk into the october election?
De facto supporting the band by offering the swap line tho, not sure FX speculators will take it on pre election?
September 24, 2025 at 7:18 PM
De facto supporting the band by offering the swap line tho, not sure FX speculators will take it on pre election?
Lol - wins a win man but you got lucky here with them buying back close to 40% of their outstanding debt
September 10, 2025 at 10:40 PM
Lol - wins a win man but you got lucky here with them buying back close to 40% of their outstanding debt
it was 10 points higher in feb? same with A 2029s?
August 19, 2025 at 9:20 PM
it was 10 points higher in feb? same with A 2029s?
Ukraine is v hard as it on the liquidity front, particularily given the sentimentality of the moves. Corporates way worse - fine if your modal outcome
August 12, 2025 at 8:39 PM
Ukraine is v hard as it on the liquidity front, particularily given the sentimentality of the moves. Corporates way worse - fine if your modal outcome
whats so surprising about an upward sloping credit curve?
May 8, 2025 at 10:08 PM
whats so surprising about an upward sloping credit curve?
Hey, what do you mean by that? It’s just buying and selling things you think might go up or down? How’s it different to other asset classes?
April 28, 2025 at 9:51 AM
Hey, what do you mean by that? It’s just buying and selling things you think might go up or down? How’s it different to other asset classes?
Think total return would be the most relevant measure though, right?
April 21, 2025 at 4:31 PM
Think total return would be the most relevant measure though, right?
Are there specific examples of this in the past?
April 21, 2025 at 12:43 PM
Are there specific examples of this in the past?
Hey, how do you see they can survive 2 years? What cash / events are you pointing to near term?
April 17, 2025 at 1:31 PM
Hey, how do you see they can survive 2 years? What cash / events are you pointing to near term?
Debate is on Sunday, 8pm local time. Gonzalez does her 20 min block first then Noboa after. Monday morning should be spicy.
March 21, 2025 at 10:06 PM
Debate is on Sunday, 8pm local time. Gonzalez does her 20 min block first then Noboa after. Monday morning should be spicy.
Have you a link to his debunking?
January 25, 2025 at 8:07 AM
Have you a link to his debunking?
did it not get really bad under biden?
January 23, 2025 at 9:29 AM
did it not get really bad under biden?
Do you have any big picks for this year?
January 4, 2025 at 9:05 PM
Do you have any big picks for this year?
Today Railua asked to delay coupon
December 17, 2024 at 9:27 PM
Today Railua asked to delay coupon
can you not earn 2x the price if they repay though?
October 25, 2024 at 1:27 PM
can you not earn 2x the price if they repay though?
care to share?
October 23, 2024 at 6:42 PM
care to share?
cheers thanks, any thoughts on recent pemex developments? 50 tighter in a week
October 3, 2024 at 5:57 PM
cheers thanks, any thoughts on recent pemex developments? 50 tighter in a week
What are you positive on into year end?
October 2, 2024 at 8:35 PM
What are you positive on into year end?
thanks, would be very interested to hear scenarios you have around it
September 30, 2024 at 1:32 PM
thanks, would be very interested to hear scenarios you have around it
cheers thanks, can see what you mean. Do you have much thoughts on impact of harris/trump win on venez/pdvsa? Would have thought neutral myself they dont seem to want to sanction more as only creates internal migration problem for US
September 30, 2024 at 10:33 AM
cheers thanks, can see what you mean. Do you have much thoughts on impact of harris/trump win on venez/pdvsa? Would have thought neutral myself they dont seem to want to sanction more as only creates internal migration problem for US
Hi any thoughts on lebanon?
September 30, 2024 at 8:18 AM
Hi any thoughts on lebanon?
Bonds are higher now than pre election
September 27, 2024 at 9:01 PM
Bonds are higher now than pre election