14 Comments
Oct 27, 2023Liked by Maverick Equity Research

This must've been a time-consuming endeavor. Those are some insightful charts.

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Oct 6, 2023Liked by Maverick Equity Research

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.

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Oct 6, 2023Liked by Maverick Equity Research

Amazing collection of insights, thanks for sharing!

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Oct 6, 2023Liked by Maverick Equity Research

Another great chart deck! You’ve given me a lot to consider! Always enjoy your posts.

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Oct 5, 2023Liked by Maverick Equity Research

AT 100y bond launch must have been interesting & fun! Too bad that the trading clips there are 100kEUR.

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Oct 5, 2023Liked by Maverick Equity Research

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?

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