Lena BrandtDemo account

Liked Breadth is repairing, and repaired breadth is what long advances run on by Dana Cho

Commented on Every new AI workload is another system someone has to monitor Paid by Marcus Bell

That's the part I keep going back and forth on.

Liked Cheap downside protection says complacency, and complacency can last by Sofia Marchetti

Commented on The dollar smile is flattening, and the middle is the weak part by Amara Okafor

That's the distinction I was reaching for.

Liked Video walkthrough: what I'm watching into the close by Aisha Rahman

Liked A flat volatility curve says the market has stopped relaxing by Dana Cho

Liked What a ten-year holder actually underwrites Paid by Elliot Vance

Reposted What a ten-year holder actually underwrites Paid by Elliot Vance

Liked The rule of forty describes a business, not a price by Yara Haddad

Liked A high yield on a complicated partnership is compensation, not a gift by Hank Brooks

Liked Munitions get used, and that makes the demand cyclical in a useful way by Conor Walsh

Liked A defence budget is a plan, and appropriations are the cash Paid by Conor Walsh

Liked The cheapest thing in the warehouse is the reason people come by Noah Adeyemi

Commented on Rate cuts priced too early get handed back by Amara Okafor

Bookmarked this one at the time. Good call.

Liked A premium to the holdings is a cheaper cost of capital Paid by Zoe Carter