haejin (89)in #hedges • 39 minutes agoHedgiesThe hedge funds running the convert arbitrage hedge strategyhaejin (89)in #em • 45 minutes agoEM DurationEM duration has had a great time since mid-May, riding on the hawkish Fed/U.S. Treasuries’ coattailshaejin (89)in #oil • 50 minutes agoOil CollapseAs oil collapses and everyone thinks the danger is over, the systemic stress in the system has migrated to USDJPYhaejin (89)in #crude • 55 minutes agoCrudeCrude is being rude to the longs!!haejin (89)in #tokenized • 1 hour agoTokenizedTokenized credit has become one of the fastest growing RWA classes this yearhaejin (89)in #k • 1 hour agoK ChartThis is what a K chart looks like…who’s on top?haejin (89)in #support • 1 hour agoSupportsSupport test for software at (1)! Might be important it holds, as the next support is around 10% lower.haejin (89)in #margin • 1 hour agoMargin DebtSimple but clear warning indicator flashing right now, explained:haejin (89)in #tax • 1 hour agoTaxA clear tax framework replaces ambiguous guidance with the statutory certainty the industry needs.haejin (89)in #rates • 1 hour agoFed RatesAs the prospect of a Fed rate hike becomes increasingly real, important to remember that a rate hike in and of itself…haejin (89)in #cad • 2 hours agoCADThe Canadian dollar hasn't been this oversold since 1985:haejin (89)in #specs • 2 days agoSpecsSecond half of June has seasonally been the third-worst period of the year for the S&P 500.haejin (89)in #shift • 2 days agoShiftThis is an astounding Generational Shift ---households have a record high allocation to stocks and valuations are…haejin (89)in #spx • 2 days agoSPX$SPX return dispersion is hitting extreme levels.haejin (89)in #spreads • 2 days agoSpreadsSingle-B spreads today (2.83 points) are below both where they were a year ago (3.21 points) and their one-year average (3.08 points)haejin (89)in #scrn • 2 days agoSCRNLatest Couloir report on $SCRI.NE / SLCRF highlighting the Titiminas Silver NSR Royalty transactionhaejin (89)in #qqq • 2 days agoQQQ$QQQ almost -3% gapdown this morning is a rare eventhaejin (89)in #spaced • 2 days agoSpacedXLast week, SpaceX hit $229.40 shortly after their IPO.haejin (89)in #gold • 2 days agoGoldsGold has spent months frustrating both bulls and bears. Prices remain trapped, momentum is weak and the dollar has turned into a headwindhaejin (89)in #bonds • 2 days agoBondsBonds react "muted" to the steep stock selloff because the correlation between stocks and bonds is positive, again…