Huw
owenhuw.bsky.social
Huw
@owenhuw.bsky.social
Art, Stocks and Bonds
shorted the market tonite, going to cash tomorrow
February 3, 2025 at 3:41 AM
guess I'll be shorting the market first thing Monday
February 1, 2025 at 10:25 PM
Em bonds has a good week, the Dollar seems to be a developing story right now, we'll see how it goes
January 25, 2025 at 12:32 AM
the man behind the curtain, blueprint for Trumpenomics by Stephen Miran www.hudsonbaycapital.com/documents/FG...
www.hudsonbaycapital.com
January 21, 2025 at 1:05 PM
dollar dropping today, start of a trend?
January 20, 2025 at 2:28 PM
For anyone who really thinks financial conditions are tight and that the Fed is doing significant QT. Here's the Fed's holdings of long term bonds. The long end has been propped up since 2008 and they continue to buy.
January 11, 2025 at 2:29 AM
$mrny might be worth a play at this point.
January 6, 2025 at 12:14 AM
Buying $wia $wiw yesterday and today. 8 yr duration currently around 8% yield
December 20, 2024 at 3:03 PM
bought duration today
December 19, 2024 at 10:12 PM
futures gap up, never seen so much excitement over a Treasury secretary appointee
November 25, 2024 at 3:00 AM
Market looking a little shaky. Post election bump fizzled pretty quickly. Is the top in for the year?
November 15, 2024 at 9:14 PM