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Winthrop Smith

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  • The Simplified Bank Stress Test [View article]
    Thank you!
    Aug 22 08:13 PM | Likes Like |Link to Comment
  • The Simplified Bank Stress Test [View article]
    I created Chart 2. I notice you excluded my logo from the bottom right corner. Please remove this chart immediately.

    Next time, please ask for permission to reproduce any of my work, and be sure to fully credit the source.

    Thank you,

    Win Smith
    Aug 22 01:16 PM | Likes Like |Link to Comment
  • U.S. Debt Maturities: Evidence Of Looming Default In U.S. Bonds [View article]
    Thank you. One thing I pointed out is that while the weighted average maturity may be 64 months, the median is only 38 months. I'm not sure everyone appreciates just how exposed the Treasury is to higher rates.
    Aug 15 11:45 AM | Likes Like |Link to Comment
  • U.S. Debt Maturities: Evidence Of Looming Default In U.S. Bonds [View article]
    Interesting article.

    You might check out the presentation on Interest Rate Risk and the U.S. Treasury I gave to the Global Association of Risk Professionals:

    http://bit.ly/NiTKeY

    The presentation includes an updated version of your Chart 1 plus other charts that look deeper into the structure of the Treasury debt. The presentation analyzes changes in average maturity (your Chart 3) and shows how the Treasury's issuance policy has actually slowed the growth of average maturity. The Treasury's issuance continues to be very short - the May issuance had an average maturity of only 27 months. Thanks.
    Aug 14 07:48 PM | Likes Like |Link to Comment
  • Treasury Floaters Muddy The Waters [View article]
    Thank you Ivan. I look forward to seeing you next month. Best, Win
    Jun 25 11:47 AM | Likes Like |Link to Comment
  • Treasury Floaters Muddy The Waters [View article]
    Thank you both for your comments. I look forward to making more contributions to Seeking Alpha. You also might check out my blog:

    http://bit.ly/z1rdUI

    You might be interested in this comment from a former Treasury official on the topic of floaters and average life:

    http://bit.ly/wSO9nw

    He notes that FRNs were considered by the Treasury in the 1990s but were rejected by Secretary Summers.
    Feb 27 04:54 PM | Likes Like |Link to Comment
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