Ivol needs volatility in the yield curve. And not only that, it owns TIPs - which have been hammered. That TIP holding is what disappointed me. Maybe I should write about it again.
Ivol needs volatility in the yield curve. And not only that, it owns TIPs - which have been hammered. That TIP holding is what disappointed me. Maybe I should write about it again.
Ivol needs volatility in the yield curve. And not only that, it owns TIPs - which have been hammered. That TIP holding is what disappointed me. Maybe I should write about it again.
I re-read your RINF suggestion in breakevens yesterday and also started buying