People · Andy Constan · Federal Reserve

What Andy Constan has said about federal reserve

Andy Constan, CEO of Damped Spring Advisors. 2 statements from September 28, 2026 to October 1, 2026, each quoted word for word from the original and checked before publication. Newest first.

  1. 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 →

  2. 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.