Andy Contan @_damped_spring_

DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice dampedspring.com Joined September 2011

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Andy Constan @dampedspring

9 months ago

Persistent real growth at 3% seems inconsistent with r* at 1% being restrictive. It seems inconsistent with 2 year real yields at 1.6% being restrictive too.

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Andy Constan @dampedspring

9 months ago

Getting boring

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Andy Constan @dampedspring

9 months ago

Here's the chart from the new DSR

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The greatest quote in a substack in history. Well done @agnostoxxx “The reason for that number is in part related to the science fiction series The Hitchhiker’s Guide to the Galaxy where a supercomputer calculates the answer to the question of life, the universe and everything…

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Andy Constan @dampedspring

9 months ago

Thanks everyone who contributed / commented on my $MSTR tweets I learned more than you could possibly imagine.

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Andy Constan @dampedspring

9 months ago

Has anyone kept track of Michael Saylor's insider sales? Is he selling?

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Andy Constan @dampedspring

9 months ago

Here's the whole interview on Schwab network with @OJRenick schwabnetwork.com/video/mstr-con…

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Andy Constan @dampedspring

9 months ago

Pause

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Andy Constan @dampedspring

9 months ago

Lot being said about the lack of swap counterparties for a certain levered ETF. Some are thinking that is linear swaps and hence the demand of deep calls. BUT this misses the point. The counterparties to the swaps that are used for ETF's allows the fund to rebalance at the…

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Andy Constan @dampedspring

9 months ago

Michael Saylor is not a fool. Its the buyers he is selling to who foolish invest in something that hes selling when they could invest in something he is buying just as easily

Andy Constan @dampedspring

9 months ago

Michael Saylor is not a fool. Its the buyers he is selling to who foolish invest in something that hes selling when they could invest in something he is buying just as easily

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Andy Constan @dampedspring

9 months ago

5 year review.

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Andy Constan @dampedspring

9 months ago

Fed Policy 101 The job of the Fed is not easy. The tools they have are crude. Predicting the future is hard. The economy is complex and the tools used may have varying impact. Markets themselves often undo policy lever influences or accelerate policy moves in an undesired way

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Andy Constan @dampedspring

9 months ago

He uses a tool he has and sees the outcome and tweaks as things ensue. Not confident leadership but also not awful. Where things go off the rails with such an approach is that there are times when instead of asking for questions the leader must lead.

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Andy Constan @dampedspring

9 months ago

Hey pleasure being on. Next time Macro😅

Schwab Network @SchwabNetwork

9 months ago

Hey pleasure being on. Next time Macro😅

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Andy Constan @dampedspring

9 months ago

Michael Saylor would be irresponsible to stop selling claims on his assets for 2.5x what they are worth. Regardless of the use of proceeds

The Mad King @TheKingCourt

9 months ago

Michael Saylor would be irresponsible to stop selling claims on his assets for 2.5x what they are worth. Regardless of the use of proceeds

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Andy Constan @dampedspring

9 months ago

Financials are beasts lifting themselves and RTY. Don't trade smalls or sectors but worth pointing out the Price to Book matters for banks. When it gets near the dotted lines nothing good happens in the next year. As to non bank financials (included in XLF)they are pretty lofty