Yakov Feygin @buddyyakov.bsky.social · 11/04/2026If I have learned anything it’s that it is neither rate or level but volatility that drives perception. 413811
Skeletor Capital @skelecap.bsky.social · 12/04/2026FWIW WMT IR says they have done a lot of work on this esp wrt oil price and yeah...we basically are a systematic vol shop as a country. 040
