17 Comments
User's avatar
The Rhodie House's avatar

As someone who was a CEO of a $40 bn balance sheet Gov securities broker dealer, FICC full netting member and primary dealer, I can attest to this being a very clear and concise informative piece.

Expand full comment
AlphaPicks's avatar

Can’t get a much better stamp of approval than that.

Hope you’re having a great weekend, Judah!

Expand full comment
The Rhodie House's avatar

All good thx!

Expand full comment
lcapital's avatar

Very broad and clear. Gj !

Expand full comment
mudchute fox's avatar

Insightful and concise. A must read for all those willing to understand the mechanics behind markets

Expand full comment
AlphaPicks's avatar

🫡

Expand full comment
Jonathan Smith's avatar

Solid piece guys

Expand full comment
ES's avatar

Another great global primer.

If not using BBG, what ways do you monitor repo rates?

Expand full comment
AlphaPicks's avatar

Repo rates like GC aren't available on Trading View because they’re institutional benchmarks sourced from interdealer markets or the Fed. Unfortunately, only platforms like Bloomberg or Eikon offer real-time access.

Best alternative on Trading View is to use

FRED:SOFR for daily SOFR data, or track SOFR futures (/SR3) and short-term Treasury yields as proxies for funding conditions.

Expand full comment
Jon Aldekoa's avatar

Amazing summary of the repo market!

Expand full comment
AlphaPicks's avatar

Thank you, Jon. Glad you enjoyed.

Expand full comment
Geva Zipper's avatar

GM

Expand full comment
Michael J. Kramer's avatar

This is great!

Expand full comment
Ming's avatar

Conk’s quant?

Expand full comment
AlphaPicks's avatar

Thanks, Michael 🤝

Expand full comment
DG Noshmaillu's avatar

!

Expand full comment
Jesse Williamson's avatar

Lovely stuff.

Expand full comment