Who is Andy Constan?
Andy Constan is the CEO of Damped Spring Advisors. As CEO, he leads this organization. The provided source does not specify the nature of Damped Spring Advisors' operations or what Andy Constan is known for in financial markets or policy beyond his current executive role. His work at Damped Spring Advisors represents his current primary professional engagement.
What is Andy Constan known for?
- n/a
What Andy Constan has said
By topic:Federal Reserve (9)
“Closed out the max long bond portion of this trade last night at 109 ish on ZB. Long bonds short stocks is an 2x anti growth bet. Still short stocks which is anti growth just half as much anti growth risk exposure for now. until I double my short stocks exposure which is what's next.”
“It really is quite amazing that the @SecScottBessent treasury thinks it's a good idea to issue 444BN of 20 and 30 year nominals annually AND buyback 192BN of off the runs 20 and 30 year debt for a net new issuance of 252BN when the deficit is growing and running at 1800BN per year. Net issuing only 14% of the deficit in long term bonds at 5.25%. I'd be pounding the long end at current term premium and nominal dema…”
“Full size. 192bn annual pace or 43% of total planned new issuance. Offers are sparse. @SecScottBessent suppressing long term interest rates.”
“I have developed two concepts over the past year. Elon is recognizing both 1. Not enough pie for everyone 2. Too many needing money to buy a hamburger today and paying it back on Tuesday”
“I like gold as much as the next guy and have a 10% allocation. But this guy is being either intentionally deceptive or being stupid in order to pump gold. This small sleeve of Ray's wealth (named for his father iirc) is highly unlikely to represent Ray's overall allocation to Gold. Ray tirelessly advocates to own gold and that should be enough but this guy needs to misinform”
“SPX Price change YTD as of Friday was +11.8%. What percent of the SPX 500 stocks have beaten the SPX? Not cap weighted. Pick the one you think is closest”
“Instead of dooming how about 'The Bull Case for equities for Q4' I am short equities and long bonds at the moment so I don't need to wonder about the bear case. I don't need doom porn or crash memes for black monday. I need to consider where I am wrong. I'll break it down into reasons to be bullish equities. 1. Earnings, earnings, earnings. They are accruing at the SPX level at 30% ish annualized. They will beat e…”
“We are told US treasury's are substantially outperforming other DM sovereign markets. If true why is the Treasury considering selling less of them? Wouldn't you want to take advantage of the relative strength? I would”
“If you are 100% long only stocks. Consider selling 10% of those stocks and buying 10% LTPZ (TIPS) and 10% TLT Nominal bonds with 10% overall leverage. The case for bonds in your portfolio is improving not getting worse despite the nonsense you read here.”
“Single term premium models make no sense. Comprehensive models incorporating lots of term premium like things make some sense. Today Our model has only been higher in three notable stock market lows. THE BULL Case is that term premiums are pretty high making holding assets more attractive. The bear case is they aren't cheap in a longer context and only taco's and policy shifts have caused a term premium contractio…”
Frequently asked
- Who is Andy Constan?
- Andy Constan is the CEO of Damped Spring Advisors.
- What is Andy Constan known for?
- Andy Constan is known as the CEO of Damped Spring Advisors.
- Where does Andy Constan share views on Federal Reserve?
- The provided source does not specify where Andy Constan shares views on the Federal Reserve, nor does it mention an X account @dampedspring or other outlets.