Josh Man
@JoshMandell6
Salomon Brothers 90-98
Bond Portfolio Analysis
Government Desk - Long Bond Trader
Derivatives - Short-Dated Options Trading (Head)
Caxton Assoc Hedge Fund
가입 January 2021
1.5K 팔로잉 중 146.2K 팬
Common equity issuance is antithetical to maintaining high Amplification Ratios.
Let the flame on those green candles BURN
The Bitcoin treasury model has evolved. Last cycle, mNAV & common equity issuance drove the engine. That will not be the MAIN driver of returns this cycle.
Strive believes having & maintaining a high Amplification Ratio is THE engine & we want more Horse Power.
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