Q&A #117
If Supermicro is so super, why doesn’t Nvidia just remake them in its own image? What does Andy Constan believe that Jeff doesn’t on bonds? Did George Gammon’s explanation for foreign holdings of bonds make any sense? How about Mike Green’s theory on China’s dollar reserves, where those might be going and how they might tie to LT UST yields? Can Jeff explain the difference between financial crisis and a monetary one? How do we interpret shifts in central banker positions, starting with Europe? Why are corporate spreads so narrow while swap spreads are truly crashing? Can we find tradeable signals from swap markets including Euro-swaps? Where can anyone find good information about them?
