Concoda

An actionable macro and geopolitical newsletter that helps you navigate the craziest environment of all time.

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Get a weekly roundup of the best Substack posts, by hacker news affinity:

Concoda 's top posts of the month

By hacker news affinity
day week month year all
Concoda 275 HN points 29 May 23
as the debt limit deal looms, SOFR moves above ON/RRP, meaning markets are dictating repo rates, and we'll likely see more RRP drain, as MMFs fund leveraged investors and invest in superior yielding bills
Concoda 248 HN points 05 May 23
secured lending daily volume soars over $1.5 trillion as the SOFR transition nears and market volatility rises, meanwhile global "liquidity" markers deteriorate
Concoda 248 HN points 15 May 23
SOFR (repo rates) fall, paying the same rate as the RRP. Secured lending volumes have peaked for now, partly because SOFR equaling RRP means no premium to lend to leveraged investors over the Fed
Concoda 205 HN points 21 May 23
As the much-hyped "X-date" approaches, the TGA continues its decline along with the debt ceiling headroom from extraordinary measures. Still, minus short-term bills, money markets remain tranquil
Concoda 113 HN points 02 May 23
Great Financial Tightening trades continue to perform, minus short tech, of course. Treasury mechanics deep dive and debt ceiling analysis coming soon...
Concoda 108 HN points 22 May 23
Sneak peek chart: The entire Treasury market(s) visualized…
Concoda 86 HN points 08 May 23
Stocks, dollars, and bonds remain fairly flat since April. Treasury announces buybacks for 2024, hinting at liquidity issues we talked about in "The Great Sovereign Debt Intervention Is Here"...