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🐸 | Market Risk Analyst |#WVRPS 7066 https://t.co/XHThFMpu6N
Oct 7, 2020 5 tweets 2 min read
Treasuries rates are close to the zero bound.
Why would someone buy and hold treasuries trough maturity ? The answer is convexity. When yields are falling, prices are increasing. The longer the maturity, the higher is the increase of the bond price when rates are falling. With FED's treasury buying, the market is expecting yields to fall and price to increase, especially if QE is the new norm to inject liquidity to the system. Buying TLT, the iShares Barclays 20+ Year Treasury Bond ETF can be in this case profitable.
Oct 6, 2020 9 tweets 2 min read
U.S Treasuries yields are close to zero, with shorter term maturities yields below longer term ones. The 40% allocation to bonds might be overrated to today's economic situation. As many U.S investors are exposed to treasuries rather than corporate bonds.

Short Thread 👇 1/8 As you can see on the chart below the 30Y maturity is at 159bps and shorter term maturities even lower. It is far better to hold equities in this case as equity premium are favouring equities. Image
Oct 5, 2020 11 tweets 4 min read
NFTs is allowing talented artists to express their craft to a wider audience thanks to blockchain technology.

I have developed a methodology to choose appreciating NFTs from a valuation standpoint.

Time for a thread 👇👇👇 1/ First thing to do is to look for the trend and theme. What are people interested into while buying a piece of art ? What is the demand ? Today’s trend as an example is crypto art with themes on #Bitcoin and #Etherum. These are the best selling pieces from price appreciation.