12 / 22 / 2023 : 13 week to 10 year spread at 1.322

submitted by Cancelthis from (self.Options)

Mid morning

Appears to be consistent with a previously argued plateauing

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newinsightfulfun

[–]Cancelthis[S] 1 insightful - 1 fun1 insightful - 0 fun2 insightful - 1 fun -  (0 children)

Plateauing ?

Maybe.

Will be adding an explanation for there being limits to the spread.

[ Spoiler alert :

Reversion to mean

Costs to note and bond holders over time

]

[–]Cancelthis[S] 1 insightful - 1 fun1 insightful - 0 fun2 insightful - 1 fun -  (0 children)

Moved relatively promptly by 11 20 AM, to 1.315

May simply reflect shift by member banks with new cash from bond sales, to

Military

Media

[ and both ]

[–]Cancelthis[S] 1 insightful - 1 fun1 insightful - 0 fun2 insightful - 1 fun -  (0 children)

Citigroup up .69 %

[ now at .83 % -- may reflect the ability to now, in a low volume market, close out much of the remaining speculative note and bond ]

[ now at .82 % , time length of open window for real insiders to cash in on the large scale re positioning of Citigroup and similar member banks ? ]

[–]Cancelthis[S] 1 insightful - 1 fun1 insightful - 0 fun2 insightful - 1 fun -  (0 children)

Military / media :

Marathon up 8.85 %

Riot up 6.65 %

Plug up 2.49 %

Sofi up 1.56 %

See Marathon price. Likely within next 1 - 4 months, a repeat of Signature / SVB / Silvergate.