Umit Singh Dhuga
@usdhuga.bsky.social
Hedge fund manager.
Former Classics professor (PhD Columbia 2006; postdoc Harvard 2008).
Author of three books (philology & poetry)
Hyperpolyglot.
Pope.
Author website: https://www.usdhuga.com
Academic website: https://columbia.academia.edu/UmitDhuga
Former Classics professor (PhD Columbia 2006; postdoc Harvard 2008).
Author of three books (philology & poetry)
Hyperpolyglot.
Pope.
Author website: https://www.usdhuga.com
Academic website: https://columbia.academia.edu/UmitDhuga
Amazon vs lumber futures
November 20, 2025 at 5:15 AM
Amazon vs lumber futures
“But it’s not a bubble”, oil on canvas
November 20, 2025 at 5:09 AM
“But it’s not a bubble”, oil on canvas
No, because the yield on 30 JGB is not equal to the pica on the Punta del Este municipal bearer bond.
Not investment advice.
Not investment advice.
November 20, 2025 at 4:07 AM
No, because the yield on 30 JGB is not equal to the pica on the Punta del Este municipal bearer bond.
Not investment advice.
Not investment advice.
VOO is 222 bps behind the VanEck JP Morgan EM Local Currency Bond ETF on a total return basis YTD with considerably less volatility.
Not investment advice.
Not investment advice.
November 20, 2025 at 3:52 AM
VOO is 222 bps behind the VanEck JP Morgan EM Local Currency Bond ETF on a total return basis YTD with considerably less volatility.
Not investment advice.
Not investment advice.
A stunning chart — which is also a #ChartCrime
November 20, 2025 at 2:46 AM
A stunning chart — which is also a #ChartCrime
Ladies and gentlemen — the weekend.
November 14, 2025 at 11:30 PM
Ladies and gentlemen — the weekend.
Monsignor Beau will have this taken in or let out if needs be.
November 13, 2025 at 3:35 AM
Monsignor Beau will have this taken in or let out if needs be.
We need a new vending machine
November 11, 2025 at 8:40 PM
We need a new vending machine
Mine keeps showing this:
November 10, 2025 at 8:35 PM
Mine keeps showing this:
November 10, 2025 at 7:45 PM
Ladies and gentlemen — the weekend.
November 7, 2025 at 9:22 PM
Ladies and gentlemen — the weekend.
A question that reminds that EMLC (VanEck JP Morgan EM Local Currency Bond ETF) has had a YTD total return just shy of IVV with considerably less volatility.
Monthly distributions will also have afforded agility with a high coupon against an effective duration of 5.19 yrs.
Not investment advice.
Monthly distributions will also have afforded agility with a high coupon against an effective duration of 5.19 yrs.
Not investment advice.
November 6, 2025 at 4:55 AM
A question that reminds that EMLC (VanEck JP Morgan EM Local Currency Bond ETF) has had a YTD total return just shy of IVV with considerably less volatility.
Monthly distributions will also have afforded agility with a high coupon against an effective duration of 5.19 yrs.
Not investment advice.
Monthly distributions will also have afforded agility with a high coupon against an effective duration of 5.19 yrs.
Not investment advice.
Not investment advice.
November 6, 2025 at 4:37 AM
Not investment advice.
To visit the set of this right?
November 5, 2025 at 3:35 AM
To visit the set of this right?
