George Pearkes
@peark.es
No longer Bluesky’s only resident finance bro | Macro Strategist | Even the blind squirrel get a nut sometime. | QCR: Non Culto, For The Crown | American via Canada, not Scottish.
*ALL CAPS HEADLINES LIKE THIS ARE FROM BLOOMBERG
📍 CLT
*ALL CAPS HEADLINES LIKE THIS ARE FROM BLOOMBERG
📍 CLT
Tbh it’s pretty similar! Paprika, cumin, salt, garlic, onion, tomato, and salchichón.
November 11, 2025 at 1:31 AM
Tbh it’s pretty similar! Paprika, cumin, salt, garlic, onion, tomato, and salchichón.
Might not be so I deleted.
November 10, 2025 at 11:43 PM
Might not be so I deleted.
It’s roughly 15 years.
November 10, 2025 at 11:42 PM
It’s roughly 15 years.
Deleted just to be safe!
November 10, 2025 at 11:41 PM
Deleted just to be safe!
Deleted just to be safe!
November 10, 2025 at 11:41 PM
Deleted just to be safe!
I mean it's just called that, we don't necessarily have to be strategic about it, but IMO the sheer scale is the strategy. Extreme dislocations in term structure or qualitative dislocations (or, in the case of 2022-now both) are useful triggers.
November 10, 2025 at 9:50 PM
I mean it's just called that, we don't necessarily have to be strategic about it, but IMO the sheer scale is the strategy. Extreme dislocations in term structure or qualitative dislocations (or, in the case of 2022-now both) are useful triggers.
delaying not preventing
November 10, 2025 at 9:46 PM
delaying not preventing
that's the beauty of it!
November 10, 2025 at 8:35 PM
that's the beauty of it!
Reposted by George Pearkes
the worst person you know just made three points
November 10, 2025 at 7:50 PM
the worst person you know just made three points
I mean kinda, but it's not that big of a leap of faith at 180 bps over UST for a 5y WAL with mid-50s LTV and a A rating. And that's roughly where the space is rn!
November 10, 2025 at 8:33 PM
I mean kinda, but it's not that big of a leap of faith at 180 bps over UST for a 5y WAL with mid-50s LTV and a A rating. And that's roughly where the space is rn!
Paul can kick and scream all he wants
November 10, 2025 at 8:32 PM
Paul can kick and scream all he wants
anyone that uses huguenot, mawkish, and loitering in the same sentence should be launched into the English Channel with a very large trebuchet.
November 10, 2025 at 7:26 PM
anyone that uses huguenot, mawkish, and loitering in the same sentence should be launched into the English Channel with a very large trebuchet.
Do you think Elon knows what the term oînops póntos means
November 10, 2025 at 7:23 PM
Do you think Elon knows what the term oînops póntos means
hot take: it's been managed far better over the last few years than ever before.
November 10, 2025 at 7:22 PM
hot take: it's been managed far better over the last few years than ever before.
Sorry quite right - the priced amount
from VZN was only $2bn larger than the cumulative total above, not 4x. The point stands I think.
bsky.app/profile/zavc...
from VZN was only $2bn larger than the cumulative total above, not 4x. The point stands I think.
bsky.app/profile/zavc...
But New issue Order size is not actual intended Order size …
November 10, 2025 at 7:15 PM
Sorry quite right - the priced amount
from VZN was only $2bn larger than the cumulative total above, not 4x. The point stands I think.
bsky.app/profile/zavc...
from VZN was only $2bn larger than the cumulative total above, not 4x. The point stands I think.
bsky.app/profile/zavc...
For context the phone company just priced an offering 4x the size of all these combined lol
*VERIZON’S US DOLLAR BOND SALE DRAWS ABOUT $63 BILLION OF DEMAND
*VERIZON’S US DOLLAR BOND SALE DRAWS ABOUT $63 BILLION OF DEMAND
November 10, 2025 at 7:08 PM
For context the phone company just priced an offering 4x the size of all these combined lol
*VERIZON’S US DOLLAR BOND SALE DRAWS ABOUT $63 BILLION OF DEMAND
*VERIZON’S US DOLLAR BOND SALE DRAWS ABOUT $63 BILLION OF DEMAND