HFguy

13 ms·

1. 151.▲
   by HFguy 5y ago

   Why do you think bonds are an especially good deal for the issuer? Even more than SPACS? What kind of bonds are you referring to? Gov or Corp?
2. 152.▲
   by HFguy 5y ago

   It wasn’t priced in or the market would not have moved. “everyone knew that Inflation would be above expectations” you should think about this more. Regardless, why does any of this make the feds clowns?
3. 153.▲
   by HFguy 5y ago

   Rates went up because of the release of the inflation data. It wasn’t anything to do with what you are mentioning. Also, while the dynamic you describe is real (1) the mechanics are not similar to an equity short squeeze , not a good analog
4. 154.▲
   by HFguy 5y ago

   Exactly what you said. The issue is that it influenced everything that came after. So it doesn't sound novel now.
5. 155.▲
   by HFguy 5y ago

   People are down voting you but I had the same take in regards to the red flags. In particular -- > "him saying he wasn't as competent as he was marketed but also more competent than others on the team"
6. 156.▲
   by HFguy 6y ago

   What do bankers have to do with SOC2? Do you mean consultants?
7. 157.▲
   by HFguy 8y ago

   "This guy has legendary skills in investing world.." No way. I don't know anyone that thinks that. What is your basis for thinking that? And BTW, he's not that good at excel either. And his ethics...