CMOflowBro
@cmoflowbro.bsky.social
Fixed Income & Agency MBS trading. I dabble in sales but creating strip down REMICs is where I really shine
This is doubtful because like they did in 2024, dems are gonna fuck up 2026 & 2028.
Pulling Stefanik nom is a sign of GOP panic. If they think her R+20 district would be in play were she to leave, they realize they are in deep political peril re: 2026. As they are.
March 28, 2025 at 1:19 AM
This is doubtful because like they did in 2024, dems are gonna fuck up 2026 & 2028.
PE gonna bag hold retail investors with all their crap deals over the last 10-15 years. Exit liquidity incoming.
With Republicans in control of the White House and Congress, the private equity industry sees an opportunity to fuel its next golden era: the some $12 trillion in Americans' retirement savings
Private Equity Is Coming for America’s $12 Trillion in Retirement Savings
Inside the push to change how every American’s nest egg is invested and make private assets mainstream.
www.bloomberg.com
March 26, 2025 at 7:15 PM
PE gonna bag hold retail investors with all their crap deals over the last 10-15 years. Exit liquidity incoming.
This guy needs to stop. He’s just making dems look weak and goofy…again.
I would like to nominate Maxwell Smart for national security advisor.
Pm Private GIF
ALT: Pm Private GIF
media.tenor.com
March 25, 2025 at 9:48 AM
This guy needs to stop. He’s just making dems look weak and goofy…again.
This just ruined my timeline. Seeing self promotion from more weak do nothing democrats while the trump administration is stripping the constitution line by line.
March 24, 2025 at 11:05 AM
This just ruined my timeline. Seeing self promotion from more weak do nothing democrats while the trump administration is stripping the constitution line by line.
Tom Nichols is just always spot on. The left loves to demonstrate and show up at rallies but when it matters in the voting booth they are no shows.
Just imagine if all this energy had been poured into making sure everyone voted and brought a friend with them.
My concern is not that this *adds* to voter turnout, but *replaces* it among people who think big crowds means "winning"
My concern is not that this *adds* to voter turnout, but *replaces* it among people who think big crowds means "winning"
March 24, 2025 at 10:57 AM
Tom Nichols is just always spot on. The left loves to demonstrate and show up at rallies but when it matters in the voting booth they are no shows.
The new MAGA love affair with electric cars is hilarious.
March 21, 2025 at 5:31 PM
The new MAGA love affair with electric cars is hilarious.
DEI aside, there is a pretty decent convexity story that garners a spec like payup to most “social” MBS. They tend to trade cheap and have decent OAS compared to generic collateral.
March 21, 2025 at 12:55 PM
DEI aside, there is a pretty decent convexity story that garners a spec like payup to most “social” MBS. They tend to trade cheap and have decent OAS compared to generic collateral.
Fuck me I love this club! COYS
March 21, 2025 at 4:53 AM
Fuck me I love this club! COYS
I can’t wait to structure this fixed rate pizza/burrito collateral into some floaters and Inverse IO floaters…we are so fucked
DoorDash, $DASH, and Klarna have signed a deal where customers can choose to pay for food deliveries in interest-free installments
March 21, 2025 at 3:58 AM
I can’t wait to structure this fixed rate pizza/burrito collateral into some floaters and Inverse IO floaters…we are so fucked