#Parity

Just how crazy are risk parity investors that are leveraging negative real yielding treasuries? A thread: 1/ The current interest rate environment is atrocious from a yield perspective with treasuries

Andrew Erickson 艾立信

AndrewSErickson

Latest from #CRS @librarycongress!—“#China #Naval Modernization: Implications for @USNavy Capabilities”http://bit.ly/PLAN2020CRS —Ron O’Rourke adds new #ship #numbers from @DeptofDefense:https://www.andrewerickson.com/2020/09

What's better than the NFL draft? No draft at all. Let me explain why it would be better for players, fans, and yes, the teams. First, the players... A player

Why the Biggest Risk in Finance is Inflation (and a rising 10Y Treasury Yield).A thread.Hint: it has to do with the ubiquitous Risk Parity framework. 1- We’ve already established that:i.)

No one wants to admit it but there was a bailout to some of the nation's biggest hedge funds this week. Credit books and risk parity shops would have nuked

1. Thread about health insurance companies and mental health "parity," or how my insurance company legally gets away with ignoring parity laws. (Info about parity here: https://www.nami.org/find-support/living-with-a-mental-health-condition

Alright, who's in the mood for a #thread about the DUELING TOWN HALLS problem? First things first: TV networks are always competing to host town halls. It's not primarily about

An ELI5 for the most material achievement of this gov. yet.a) ROE for local equity fixed at 17% at PKR-USD parity of 148Lets say someone sets up a power plant

Jennifer Piscopo

Women, gender, and Bolivia. A thread. Bolivian Senator Jeanine Añez declared herself interim president yesterday, attempting to follow a constitutionally-ambiguous line of succession. She was head of the Senate. 1/8

This week was... interesting. The election turbulence that some were predicting finally materialized. The most notable day of the week, IMO, was Wednesday: stocks sold off by more than 3.5%,

Champions League is "open" but in the last 13 years, every finalist is in top 15 spenders in wage bills4 appearances - Madrid (#2 spender), Bayern (4)3- Barça (1), Man

I don't know if the leaked RE Village contract is real or tamper-free, but it is a reminder that the lawyers really run the place, don't they? It also doesn't

Ermin Sinanović

As a Bosniak, I have a soft spot for Palestine and Palestinians. Let me say, then, that no amount of HRW reporting or the Hague verdicts will change the mind

This may prove an unpopular sentiment, but watching reactions to poor Russian military performance in Ukraine has taught me a bit about my own defense community, and that we may

This week's energy wonk-thread: Why discussions about "when renewables will reach cost parity?" and levelized cost of electricity (LCOE) calculations are nothing but - per Antonin Scalia - "interpretive jiggery-pokery&quo

Elizabeth Hargrave

Tell me about a time that you walked into a room and were visibly in the minority (eg by race/gender).How did it make you feel? Did you stay? Were you