Thanks for the idea. With regards to the beginning of this post (research), I have access to Creditsights via my organization. Are there any other research websites like Creditsights that you would recommend?
Truth is, for credit related trading there are very few sources of quality research. I personally read bank research, Substacks and also pay for some private Twitter services of professional traders. I also interact a lot with proprietary traders on and off our trading floor.
Private Twitter I like @DsrPrivate (run by @dampedspring) and @ChartyHedgeFund (run by @NickGiva )
However the recommendations above are suited for my personal style , which is more trader oriented rather than investing oriented.
Alternatively you can try our private service where we share our market views , current portfolio and portfolio additions and deletions. Simply upgrade your substack subscription and you will gain access.
Thanks for the idea. With regards to the beginning of this post (research), I have access to Creditsights via my organization. Are there any other research websites like Creditsights that you would recommend?
Hi John,
Truth is, for credit related trading there are very few sources of quality research. I personally read bank research, Substacks and also pay for some private Twitter services of professional traders. I also interact a lot with proprietary traders on and off our trading floor.
For Substacks I like reading
- @BondBlogger's ( https://bondblogger.substack.com/?utm_source=substack&utm_medium=web&utm_campaign=reader2&utm_source=%2Fsearch%2Fbond%2520blogger&utm_medium=reader2 )
- @Themacrotourist ( https://posts.themacrotourist.com/?utm_source=substack&utm_medium=web&utm_campaign=profile_page )
Private Twitter I like @DsrPrivate (run by @dampedspring) and @ChartyHedgeFund (run by @NickGiva )
However the recommendations above are suited for my personal style , which is more trader oriented rather than investing oriented.
Alternatively you can try our private service where we share our market views , current portfolio and portfolio additions and deletions. Simply upgrade your substack subscription and you will gain access.
Let me know if I can be of any further help.
thanks
BTW my reco: https://creditfrommacrotomicro.substack.com/
I concur, he is very good. His focus in on the EUR market and European investors and traders will find a lot of value in it.
Excellent commentary walking me through the thought process, read that twice and not yet the last time.