Merton model | Debt/equity, relative value & asset volatility
Credit-equity relative value trades with CDS and equity options
US debt | Estimating net Treasury supply for the rest of the year
![US debt | Estimating net Treasury supply for the rest of the year 1 US debt | Estimating net Treasury supply for the rest of the year | Speevr](https://speevr.com/wp-content/uploads/2023/09/IMG_7216-e1695504183174-917x1024.jpg)
Did we get under their skin or inside their heads?
FOMC | Keywords, phrases & narratives
Prices moves shape perceptions of reality
Alan Brazil | AI Generated FOMC Statement
![Alan Brazil | AI Generated FOMC Statement 2 Alan Brazil | AI Generated FOMC Statement | Speevr](https://speevr.com/wp-content/uploads/2023/09/running-away.gif)
How did our AI generated FOMC statement compare? US bond yields running fast to stand still
US Economy | The only sign of a recession
NYC high-end escorts complain of a sharp slowdown in business
Podcasts | Bill Gross | Bond yields | Amundi & BlackRock caught offside
Why we to cover podcast interviewers and what the former Bond King thinks about US Treasuries
Maguire vs. Wilson
![Maguire vs. Wilson 3 Maguire vs. Wilson | Speevr](https://speevr.com/wp-content/uploads/2023/09/Screenshot-2023-09-12-at-21.56.50-1024x480.png)
Who can erode the most value?
US payrolls | What to focus on. Who to anchor on.
A brief comment ahead of the US jobs numbers
NVIDIA | Who’s buying all the GPUs? And why?
![NVIDIA | Who’s buying all the GPUs? And why? 4 NVIDIA | Who’s buying all the GPUs? And why? | Speevr](https://speevr.com/wp-content/uploads/2023/08/jensen-huang.jpg)
Is anyone still using Threads? Why are so many startups building their own cloud infrastructure for Autogen AI without even launching a product?
US rates | NVIDIA | Our best guess on earnings
Our best guess on NVIDIA earnings and what equity analysts’ channel checks might be missing