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KS
Ken Shinoda
DoubleLine Capital (portfolio manager)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
DoubleLine read of the presser; whisper garbles dovish as dumbish, sub_fix territory
“Warsh was a little bit more dumbish than people expected which is why you're seeing a rally on the two year”
why the 30-year sold off
“The long bond doesn't like that they're not fighting inflation.”
what the long end is demanding
“The market wants hikes. The market wants fighting of inflation.”
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