Free 10 min read
What a steeper curve means for TIP
Liquidity is tightening at the margin even as risk assets pretend otherwise.
TIPTLTSHY
Stock
TIP
Notes mentioning TIP
3 Paid 7 min read
Why the long end is mispriced into SHY
Subscribers get the full thesis, the levels, and my positioning on SHY. Subscribe to read on.
SHYTLTTIP
Paid 9 min read
What a steeper curve means for TIP (Part 2)
Subscribers get the full thesis, the levels, and my positioning on TIP. Subscribe to read on.
TIPTLTSHY