EM_Credit_Fund
@emcreditfund.bsky.social
Selling our forward for 30yrs... Obviously this is not investment advice.
So... When things get really hairy... They dash for the good ol' USD?
Proof of the hypocrisy.
Proof of the hypocrisy.
December 2, 2025 at 7:02 AM
So... When things get really hairy... They dash for the good ol' USD?
Proof of the hypocrisy.
Proof of the hypocrisy.
Things you hear at the top...
November 30, 2025 at 1:44 PM
Things you hear at the top...
In honor of Nigeria's super oversubscribed new issues... an oldie but a goodie from 2022/23 puke-athon.
November 6, 2025 at 1:37 PM
In honor of Nigeria's super oversubscribed new issues... an oldie but a goodie from 2022/23 puke-athon.
Hands up, whose financial advisor is recommending EM to them now?!
October 27, 2025 at 8:12 AM
Hands up, whose financial advisor is recommending EM to them now?!
I'm starting to think the whole crypto experiment is a Government ploy to teach the population about the importance of financial regulation
October 11, 2025 at 4:41 PM
I'm starting to think the whole crypto experiment is a Government ploy to teach the population about the importance of financial regulation
Brazil corporate external debt market today
October 10, 2025 at 4:54 PM
Brazil corporate external debt market today
'The Making of the Miracle', Javier Milei
Libertarian - until you need to ask Uncle Scott for money.
Libertarian - until you need to ask Uncle Scott for money.
October 10, 2025 at 7:26 AM
'The Making of the Miracle', Javier Milei
Libertarian - until you need to ask Uncle Scott for money.
Libertarian - until you need to ask Uncle Scott for money.
I get luaghed at now when I say I'm short... I was max long on April 8th this year. Funny that.
October 9, 2025 at 8:14 AM
I get luaghed at now when I say I'm short... I was max long on April 8th this year. Funny that.
Day 17 of being short EM Spreads...
October 8, 2025 at 11:27 AM
Day 17 of being short EM Spreads...
Man investing is hard.
May 2025 vs October 2025... SPX is up 22% in the meantime...
May 2025 vs October 2025... SPX is up 22% in the meantime...
October 7, 2025 at 3:59 AM
Man investing is hard.
May 2025 vs October 2025... SPX is up 22% in the meantime...
May 2025 vs October 2025... SPX is up 22% in the meantime...
Man investing is hard.
October 6, 2025 at 4:29 PM
Man investing is hard.
*NVDIA STARTS A TAKEOVER BID FOR BAIN CONSULTING, OFFERS $100bln
September 23, 2025 at 8:03 AM
*NVDIA STARTS A TAKEOVER BID FOR BAIN CONSULTING, OFFERS $100bln
Alright, which one of you did this!? Admit it! 😂
(I'm long Argentina bonds)
(I'm long Argentina bonds)
September 19, 2025 at 7:57 AM
Alright, which one of you did this!? Admit it! 😂
(I'm long Argentina bonds)
(I'm long Argentina bonds)
very bullish talk at EM/Frontier credit conference today... reminds me of this beauty at the literal lows in price in 2022...
September 16, 2025 at 12:45 PM
very bullish talk at EM/Frontier credit conference today... reminds me of this beauty at the literal lows in price in 2022...
Promises made, promises KEPT!
August 28, 2025 at 8:24 AM
Promises made, promises KEPT!
Never. In. Doubt. 😂
August 27, 2025 at 12:45 PM
Never. In. Doubt. 😂
Investing in the US right now:
August 26, 2025 at 10:49 AM
Investing in the US right now:
But hey, the SPX is up so who cares right?!?
The USA is an EM but you aren't EM investors yet...
The USA is an EM but you aren't EM investors yet...
August 24, 2025 at 1:18 PM
But hey, the SPX is up so who cares right?!?
The USA is an EM but you aren't EM investors yet...
The USA is an EM but you aren't EM investors yet...
It's. That. Easy.
August 20, 2025 at 1:39 PM
It's. That. Easy.
Does it really surprise you?!?
August 20, 2025 at 12:38 PM
Does it really surprise you?!?
Imagine what's gonna happen when things start to go against him... perhaps the economy? perhaps public opinion? ...
August 20, 2025 at 10:39 AM
Imagine what's gonna happen when things start to go against him... perhaps the economy? perhaps public opinion? ...