Heard On The Trading Floor | Substack

Time to call it a day

It has now been almost 10 months since we started our Substack journey. When we started, we wanted to give our views on both the equity and credit…

May 6

New

Top

Community

Portfolio changes update

Profit taking due to recent banking stress

May 5

BRAND NEW TRADE

Just wanted to inform you that I am now short PSEC 2028 3.437s. I am seeing a lot of issues with the BDCs and want to be short this name in particular…

May 2

Let us not pretend anyone knows where the market is headed

Weekly Credit and Equity reviews - May 1st-5th

May 2

POTENTIAL TRADES + PORTFOLIO THOUGHTS

I want to apologize for delaying the weekly update by a day. I was away travelling and couldn’t produce anything of satisfactory quality while…

May 2

And taking a loss on another

Apr 28

Bottom fishing for relative value

A recent trade we did in the fixed income world

Apr 27

Another RV find

Apr 25

Heard On The Trading Floor

Heard On The Trading Floor

A relative value research tailored for family offices, hedge funds, execution brokers and professional traders. Get access to our 17 year trader veteran and his team of traders for a fraction of what you will pay to hire an inhouse analyst or trader.

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