Dave Martin
@davemsocial
Builder. I sit next to @LeveredUSTs. I think about private credit, macroeconomics, fixed income, equities, and Bitcoin a lot. I also like to πββοΈ and play β³.
ID: 1304522995377958912
https://getbuilding.com/private-credit/build-secured-income-fund-i/ 11-09-2020 20:51:44
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There is a camp who clearly wants to see last weekβs policies reversed. They have one option: they need to get the Treasury Department yield curve to sell off and reject this administration β it needs to be HARD, i.e. the full on βLiz Truss treatmentβ. But to accomplish a UST selloff
Curious about how derivative income strategies such as covered call ETFs work? Wondering about the risks versus traditional bond strategies? Join me and Matt Dines on June 27th as we discuss a framework for evaluating these investment vehicles. Click below to register. π
The US dollar has had its worst start to a year since 1973, but Matt Dines explains to Dave Martin how this paradoxically represents American strength as the US forces gold imports from Europe while weakening their financial position. youtube.com/watch?v=nwGVWAβ¦
The Build team will be in Portland, OR on August 1st to talk about Bitcoin-backed credit markets. Looking forward to seeing you all there! Matt Dines, Cameron Otsuka, Dave Martin
π BREAKING: $ACTG partners with Build to add Bitcoin-backed loan investments onto their balance sheet. Acacia Research Corp CEO, MJ McNulty, believes the loans will provide: β Attractive risk-adjusted returns β Low LTV metrics β Quality collateral π§ [email protected]