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Assuming a recession in 2024, what is the best position to secure? I’d prefer a long market position in an ETF or something to both avoid short fees and diversify exposure. Maybe a bond fund? How would you bet on a recession?

Re: data feeds, again I have to look—I’ll get back to you. I work the bond markets a lot, so I got on the phone with them and signed up for all the bond data feeds that IB offers. I have not bought Brazilian bonds yet, but I believe IB keeps the bond on their books in IBs name, secured by your...

Thank you

Pretecting? You mean predicting or protecting? How? Hedge?

Yeah… until it does…

Looks like IB does offer Non-US bonds. TWS (Desktop) -> Classic TWS -> Analyic Tools -> Bond Scanner -> Non-US Sovereign Bonds Look at those fat yields! Thanks, Keith Non-professional -- not licensed -- opinion only

Good question... I wondered that myself. I was reading the FT on Saturday and this rate caught my eye. I'm going to call IB about it today, and see if international bonds are available. I'll get back to you.

That was a long time ago.

Any thoughts on Brazilian Treasuries? 10y is returning about 12%. SnP rates them BB-, and they’ve defaulted 10 times in history: 1898, 1902, 1914, 1931, 1937, 1961, 1964, 1983, 1986 and 1990. Yield curve follows. Nice return… but too risky? It’s been 33 years… Ref...

You could always shell out for a Bloomberg Terminal, or Eikon :D

500:1?! He could margin call with a 2% move!!! what rates do they charge?

Look at tickers in the Utilities sector. They tend to have fairly predictable cash flows. Electric, water, gas companies, etc. Their demand and revenue streams are consistent and well-understood. They tend to have monopolies that are under the thumb of regulators. Even though they’re the only...

Election year upcoming in the US. Interest rate hike will hit hard in 2024. Economy will be bad. Vote your wallet… vote the Dems out. Classic pattern. Make sure you have a decent stash of toilet paper.

How do you handle your coupon payments? Not sure what to do with these bits of ca$h that get paid out. I try to aggregate them into other coupon and maturity payments until I can compound into another bond buy, but I find them sitting in my sweep account in the mean time. I aim for 10K minimum...

Schwab sucks balls for fixed income. I dumped 'em for this reason. You have to switch brokers. Interactive Brokers is the best Retail broker I've found for bonds. They have a decent set of bond offerings for a retail broker, including Treasury, Corporate, Agency, Muni, and CDs. 0.005? Is it...

You lost me.:confused: 1. What is the inventory "of a size bank?" 2. What do you mean by an "agency trade?" Thanks, Keith

What is the retail broker that has the largest set of Fixed Income offerings, both total number of products, and types of products. As I understand it, Marketaxess and Tradeweb are the primary professional bond execution venues. Retail brokers will contract with one of them to provide and...

I've found L2 data to be rather useless. In theory it's great; in reality, it's a lot of B$; not much truth there--unless you're in a cage playing in nanos or micros. There's so many ways to hide liquidity. VWAP, iceberg orders, etc.. Rarely will big players dump their entire order onto the...

Ummm…….. not to undermine the OP’s post, but anyone else wondering why this angled up so hard?

L2 data are not necessarily accurate. In my experience, unless you pay big dollars for your data, there are often things missing from the DOM. I ran a test comparing professional and retail data sources, and they were not the same. Some orders were missing from the retail broker’s L2 data...