PSF: A Hold Until Long Yields Stabilize
Seeking Alpha·2026-10-21 22:01

Curiosity is my middle name. I started my career as a fixed-income quant focusing on Polish bonds, later expanding into US Treasuries, before transitioning to the equity side as one of the youngest pension fund managers in Poland, running the equity book mostly single-handedly at the age of 25. A few years later, after delivering strong results, I experienced burnout and chose to spend a decade as a full-time private investor, focusing on major stock indices and commodity futures. I then returned to the ins ...

PSF: A Hold Until Long Yields Stabilize - Reportify