Address
:
[Go to site:
main page
,
start
]
Usuń skrypty
Akceptuj cookies
Pokaż obrazy
Użyj Referer
Rotate13
Base64
Usu meta tagi
Usuń tytuł srony
Sesja cookies
Macro Credit Thinking
Subscribe
Sign in
Home
Notes
Archive
About
Down the LLM rabbit hole
The race to build makes sense if LLMs can be scaled with more GPUs, but there is good reason to believe the current generation cannot.
Nov 9, 2025
•
Zoso Davies
9
1
Latest
Top
Discussions
Fed QT: Explaining the inexplicable
The Fed has ended QT as short-term interest rates move higher, but breathless media commentary exposes a continued lack of understanding of how money…
Nov 2, 2025
•
Zoso Davies
10
4
2
CS AT1s: Fool me once, shame on you
Credit Suisse's failure was a classic bank run, not a capital hole. FINMA likely acted too soon in writing down the AT1s - and recent court rulings open…
Oct 26, 2025
•
Zoso Davies
12
5
1
Gold gone wild
The break-out in gold is starting to look long-in-the-tooth, unless you expect a post Bretton Woods devaluation of fiat currencies.
Oct 19, 2025
•
Zoso Davies
6
3
Bank credit: a one-way bet
Banks can trade through non-financials in a continued rally, but it's less clear what would happen in a widening
Oct 12, 2025
•
Zoso Davies
5
What would make me bearish on credit
Probably something other than credit - I'll know it when I see it.
Oct 5, 2025
•
Zoso Davies
16
4
1
A decade at the bond casino
How reliable are bond returns? Some lessons from computational modelling.
Sep 28, 2025
•
Zoso Davies
6
1
Life at the long-end
Liabilities drive the long-end of corporate bond markets, and there are a lot of them.
Sep 21, 2025
•
Zoso Davies
6
See all
Macro Credit Thinking
Understanding financial markets through the lens of fixed income and credit. 15 years in sell-side research, now a hedge fund analyst. Join me in joining the dots.
Subscribe
Recommendations
View all 3
Seriously, Marvin?!
Marvin Barth
Thematic Markets
Marvin Barth
Macro Credit Thinking
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
