48. Zed Francis - Will credit markets be tight or illiquid in 2023?
Mutiny Investing Podcast
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Is the Widowmaker Short GGB Trading Back On?
The yield curve control ban was moved from 25 to 50. Is that just a function of basically having a new head of the B.O.J. And just wants a little bit more wiggle room? Or is this the sign that finally the Widowmaker short GGB trade is back on and people should be taking advantage? Yeah, I think it's a littlebit more of the latter. The amount of acid purchases that they were doing before they, you know, off meeting made that change was like 5x their normal daily acid purchases. So yeah, I think, I think they're starting to lose a little bit of control.
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