Seems like everyoneβs just about ready to rotate back to public credit?
13.02.2026 00:15 β π 1 π 0 π¬ 1 π 0@bancsutherland.bsky.social
Portfolio manager
Seems like everyoneβs just about ready to rotate back to public credit?
13.02.2026 00:15 β π 1 π 0 π¬ 1 π 0Finally someone addressing the problematic lack of supply in the high yield market.
13.02.2026 00:05 β π 15 π 2 π¬ 1 π 0With half a percent to spare
12.02.2026 19:47 β π 0 π 0 π¬ 0 π 0Add that heβd be beloved by boomers, and that he and Martha Stewart would be a duo but only one of them would have done a stretch in federal prison.
12.02.2026 19:10 β π 12 π 0 π¬ 0 π 0New YTD low on the 10yr
12.02.2026 18:40 β π 0 π 0 π¬ 0 π 0I want to know if there is any correlation between the timing of interesting live Olympic events and periods of stock market drift
12.02.2026 18:32 β π 3 π 0 π¬ 1 π 0If you exclude ages 0-18, people get shorter as they grow up
12.02.2026 18:24 β π 24 π 1 π¬ 3 π 0They're calling it the dumbest catalyst for a $200 billion market cap move of all time.
12.02.2026 18:22 β π 1 π 0 π¬ 0 π 0$IGV awfully close to last Thursday's close low.
12.02.2026 18:11 β π 0 π 0 π¬ 0 π 0Silver intraday price chart
Seems generally not great when metals can move 7% in minutes out of nowhere.
12.02.2026 16:36 β π 4 π 0 π¬ 2 π 0One thing to watch is recent attribution - particularly w/in small cap, the miners have had a meaningful impact. Which has been great, but can obviously cut both ways.
12.02.2026 14:48 β π 2 π 0 π¬ 1 π 0A couple intl small cap value ETFs up 70% since start of β25. Been a pretty wild rotation thatβs worked very well.
12.02.2026 14:02 β π 2 π 0 π¬ 2 π 0DMexUS up 9% and EM up 12.5%. S&P500 up 1.50%.
Staying OW exUS has been a very good allocation decision.
Bondi Spars With Lawmakers on Epstein, Targeting Trump Foes
It is as if they administered some sort of bastardized Meyers-Briggs personality test to potential cabinet picks, specifically screening for elite petulance.
www.bloomberg.com/news/article...
A NGHT WITH THE BUCCO'S Why the apostrophe? No one knows.
Figured this could not be a one-off and was not disappointed. They are like IRL Cameo, with choice of appetizer and entree.
12.02.2026 02:46 β π 10 π 0 π¬ 4 π 0What do we want? Hi-res gifs
When do we want it? ~ 2019
particularly since the reporting on and conclusions drawn from surveys/polling rarely acknowledges that anything has changed
11.02.2026 22:36 β π 1 π 0 π¬ 0 π 0My guess is that within two years he will once again pivot, abandoning the moon gambit while announcing plans for a base in the Mariana Trench. Heβll say we know less about the ocean deep than we do about the moon, paired with BS about minerals needed to power AI and robots, etc.
11.02.2026 21:58 β π 4 π 0 π¬ 0 π 0Every one of these hearings is the same bit, just shamelessness paired with incompetence. An administration-wide case of inverse imposter syndrome.
11.02.2026 21:24 β π 1 π 0 π¬ 0 π 0Suppose anything is possible at this point, but going from a forward P/S above 8x to a value trap in under a month would really be something.
11.02.2026 17:22 β π 1 π 0 π¬ 1 π 015-day chart of IGV, the tech-software ETF, which after a three day bounce has rolled over again.
I am not a technical analyst, but with $IGV now back to only 3% above its closing low, assume there are some pretty interesting things in play on that front with many of the underlying holdings.
11.02.2026 16:55 β π 2 π 0 π¬ 1 π 0Excuse me while I rip up my kidβs βTo one of my best friends in the whole wide worldβ valentines cards and make some new ones to hand out to the class.
11.02.2026 15:09 β π 2 π 0 π¬ 0 π 0Iβd argue this is a much more relevant format for interpreting this data set than a simple chart of the rolling cumulative change of components dating back to the start of last year. Which has appeared elsewhere on the feed this morning.
11.02.2026 14:21 β π 4 π 2 π¬ 0 π 0*country, obviously
11.02.2026 13:54 β π 0 π 0 π¬ 0 π 0Baffling itβs taken them this long to figure that out, so weβll see if it sticks.
11.02.2026 13:53 β π 1 π 0 π¬ 0 π 0They always say they want to run the company like a business, and the number one rule of issuing corporate guidance is to lowball the analysts.
11.02.2026 13:53 β π 1 π 0 π¬ 2 π 0Friendly reminder that the birth-death adjustment refers to businesses. Not humans.
11.02.2026 13:23 β π 2 π 0 π¬ 1 π 0Heβs never really struck me as one to muse, let alone in private, tbh.
βPresident Donald Trump is privately musing about exiting the North American trade pact, people familiar with the matter said, injecting further uncertainty about the dealβs future into pivotal renegotiations.β
Steel, railroads, now moving pictures. Real throwback activist outfit.
11.02.2026 01:32 β π 22 π 1 π¬ 1 π 0They need to combine ski jumping with biathlon - hit some targets while airborne.
10.02.2026 23:41 β π 2 π 0 π¬ 0 π 0