30 Sleek charts that say 10,000 words ... save precious time & provide insight!
This must've been a time-consuming endeavor. Those are some insightful charts.
I particularly like the asset manager long bond vs hedge fund short bond positions. Interesting that the 10-Y bond is not shorted at the equal amount as the long position.
Amazing collection of insights, thanks for sharing!
Another great chart deck! You’ve given me a lot to consider! Always enjoy your posts.
AT 100y bond launch must have been interesting & fun! Too bad that the trading clips there are 100kEUR.
Maverick, lots of points to ponder in your presentations. The average return from 1928 to 2022 by asset class was interesting. I would really be interested to see what that is like in real returns - taking out inflation. Have you ever seen that kind of analysis?