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The CDS Trader

@thecdstrader

The road to hell is paved with positive carry.

 City of London, London
Joined November 2011
  • Tweets2.2K
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  • Followers2.3K
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Photo by The CDS Trader (@thecdstrader)Photo by The CDS Trader (@thecdstrader)Photo by The CDS Trader (@thecdstrader)Photo by The CDS Trader (@thecdstrader)Photo by The CDS Trader (@thecdstrader)Photo by The CDS Trader (@thecdstrader)Photo by The CDS Trader (@thecdstrader)Photo by The CDS Trader (@thecdstrader)Photo by The CDS Trader (@thecdstrader)Photo by The CDS Trader (@thecdstrader)
The CDS Trader retweeted
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The CDS Trader@thecdstrader5 Feb 2016
Wrong way round this week? Just remember, your bonds may have gone down but at least your carry went up.
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The CDS Trader retweeted
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The CDS Trader@thecdstrader3 Feb 2020
HISTORIC BANKING LOSSES 1995 - Barings $1.3bn on Nikkei options 1996 - Sumitomo $3.5bn on copper 2000 - Bawag $1.5bn on FX 2002 - AIB $700mm on FX 2008 - SocGen $8bn on Equity Index 2011 - UBS $2bn on Equities 2012 - JP $12bn on CDS 2019 - Citi £4.50 on a cheese sandwich
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Hoisted from two years ago.
The CDS Trader (@thecdstrader) profile pictureThe CDS Trader@thecdstrader19 Jun 2017
Buyer of 100y Argentina protection.
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The CDS Trader retweeted
James Mackintosh (@jmackin2) profile picture
James Mackintosh@jmackin213 Aug 2019
Gilts FTW. Total return on 30-year UK government bonds beats stocks SINCE BIG BANG liberalized the stock market in 1986. So much for shareholders. (Note: this is the rolling 30 year maturity, so selling old and buying new at each new issue, not just holding one bond throughout)
Image from James Mackintosh (@jmackin2)
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Replying to @HerestheFuture
You know duration is getting too long when you have to specify which century your bonds mature in.
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Today in "the importance of clear grammar and sentence structure"
Image from Owen Sanderson (@OwenPSanderson)
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The CDS Trader retweeted
James Mackintosh (@jmackin2) profile picture
James Mackintosh@jmackin213 May 2019
Reminder: Pets.com share price chart, IPO to bankruptcy, in %
Image from James Mackintosh (@jmackin2)
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The CDS Trader retweeted
Josh Spero (@joshspero) profile picture
Josh Spero@joshspero26 Apr 2019
Germany taking our reporting into Wirecard well, I see ft.com/content/d51a012e-1d6f…
Image from Josh Spero (@joshspero)
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The CDS Trader retweeted
Jakema Lewis (@JakemaLewis) profile picture
Jakema Lewis@JakemaLewis5 Apr 2019
Quick look at how pricings have been shaping up for U.S. #highyield new issues
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“I’ve had better days” - Translation: This has been the worst 24 hours of my life
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Is the pound literally going to end unchanged today? That would be amazing.
Image from Ed van der Walt (@EdVanDerWalt)
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Currently nobody in British shops knows who is and who is in fact not in the queue
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The CDS Trader retweeted
Paddy Power (@paddypower) profile picture
Paddy Power
@paddypower15 Nov 2018
Shout out to whoever made the Spotify playlist ‘Now That’s What I Call Brexit’. #BrexitChaos
Image from Paddy Power (@paddypower)
Image from Paddy Power (@paddypower)
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The CDS Trader retweeted
roweafr (@roweafr) profile picture
roweafr@roweafr11 Nov 2018
lest we forget @FinancialReview #ArmisticeDay100 #Trump
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The CDS Trader retweeted
Sarah Butcher (@MadameButcher) profile picture
Sarah Butcher
@MadameButcher8 Nov 2018
Buy-side traders are button pushers with a delusional sense of their importance, says this sell-side trader. news.efinancialcareers.com/u…
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The CDS Trader retweeted
SSJ (@shreyasxjoshi) profile picture
SSJ@shreyasxjoshi13 Oct 2018
What a thread.
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How a London trading firm defrauded the Danes of $2bn nytimes.com/2018/10/05/busin…
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The CDS Trader retweeted
Jeremiah Lowin (@jlowin) profile picture
Jeremiah Lowin
@jlowin14 Sep 2018
1/ On Sunday September 14, 2008, the largest players in the credit derivatives market convened a special trading session in a last-minute effort to offset risk from the seemingly-certain bankruptcy of Lehman Brothers. I was there, and it was the most memorable day of my career.
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Replying to @Morgan_03
@Morgan_03
Image from David Taggart-PDMacro.com (@DavidTaggart)
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The CDS Trader retweeted
mike (@mikesanchez0) profile picture
mike@mikesanchez08 Jul 2018
It’s amazing to witness the entire world root for the same football team. #ThaiCaveRescue
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