People · Andy Constan · Federal Reserve
What Andy Constan has said about federal reserve
Andy Constan, CEO of Damped Spring Advisors. 10 statements from September 28, 2026 to November 6, 2026, each quoted word for word from the original and checked before publication. Newest first.
- November 6, 2026 · on X
“Closed out my short for the weekend. This rant and the hour roundtable in comments is my current market view. Very bearish. That said when you make half your year in two days it's time to take the weekend off. Ammo to absolutely slam a rally.”
Andy Constan Says He Closed Shorts for Weekend, Remains "Very Bearish" →
- November 5, 2026 · on X
“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.”
- October 28, 2026 · on X
“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 demand and swap spreads very health.”
Andy Constan Critiques Treasury Strategy for Long-Term Debt Issuance →
- October 27, 2026 · on X
“Full size. 192bn annual pace or 43% of total planned new issuance. Offers are sparse. @SecScottBessent suppressing long term interest rates.”
Andy Constan Says Scott Bessent Suppressing Long-Term Interest Rates →
- October 25, 2026 · on X
“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”
Andy Constan Says "Not Enough Pie," Short-Term Debt Shows Economic Strain →
- October 19, 2026 · on X
“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”
Andy Constan Reveals 10% Gold Allocation, Warns Against Misinformation →
- October 18, 2026 · on X
“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”
- October 10, 2026 · on X
“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”
- October 1, 2026 · on X
“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.”
Andy Constan Advises Selling Stocks for Bonds, Citing Improving Case →
- September 28, 2026 · on X
“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 contraction. To V or not to V?”
Andy Constan Says High Term Premiums Suggest Bull Case for Assets →
Statements are reported from Andy Constan’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: Andy Constan. The beat: Federal Reserve.