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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, 2023
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Time to call it a day
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Portfolio changes update
Profit taking due to recent banking stress
May 5, 2023
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Portfolio changes update
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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, 2023
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BRAND NEW TRADE
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Let us not pretend anyone knows where the market is headed
Weekly Credit and Equity reviews - May 1st-5th
May 2, 2023
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Let us not pretend anyone knows where the market is headed
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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, 2023
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POTENTIAL TRADES + PORTFOLIO THOUGHTS
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April 2023
New trade
And taking a loss on another
Apr 28, 2023
4
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New trade
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Bottom fishing for relative value
A recent trade we did in the fixed income world
Apr 27, 2023
14
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Bottom fishing for relative value
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2
New trade
Another RV find
Apr 25, 2023
6
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New trade
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Portfolio update
Some adjustments made today
Apr 25, 2023
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Portfolio update
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Sell in May and go away came earlier this year?
Equity and credit markets weekly review 24.04-28.04.2022
Apr 24, 2023
25
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Sell in May and go away came earlier this year?
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Portfolio Summary and updates
Slow week PnL wise
Apr 24, 2023
10
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Portfolio Summary and updates
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New trades
We have been active this week
Apr 20, 2023
9
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New trades
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