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>External fund managers

full legal agreement of their mandate publicly available to the entire world, Y/N?

>Engagements with companies

full legal terms of engagement public and available to the entire world, Y/N?

You are just listing some public information. Actual source of alpha is a very closely guarded trade secret, and will never be made available to you, or anyone not involved directly.

Tether is literally being asked to openly disclose confidential business information to the entire world.

They've revealed composition a number of times, they have done an attestation, and none of the other stablecoins have produced an audit either.

It's just a witch hunt.

composition: https://static.seekingalpha.com/uploads/2021/5/19/254888-162...

full report: https://seekingalpha.com/instablog/254888-sunil-shah/5593034...

for comparison, report from USDC/Circle: https://www.centre.io/hubfs/pdfs/attestation/2021%20Circle%2...

what is the big issue? money market funds your pension invests in have the same composition as Tether.



Compare your one page graph to the calpers annual report: https://www.calpers.ca.gov/docs/forms-publications/annual-in...

That report lists every single bond they have down to the dollar and maturity rating. It lists every hedge fund, vc and other private equity they have on their books.

That’s what is normal (and in the us required) for pensions.

That you have a different expectation for reporting than other market participants doesn’t make it a witch hunt, quite the opposite your standard is much much lower than average.


Can you provide the precise internal composition of the item "COUNTRYWIDE ASSET BACKED CERTI" on page 66 that has book value of 0?

Would be also nice to know how "AP ALTERNATIVE ASSETS (AAA), LP" got wiped out, do you have details on that?

These are the funds your pension invested in, and lost everything.

Looking forward to you finding out the composition of those funds.


The first one is CWABC asset backed security trust 2004. You can find the SEC filing here https://www.sec.gov/Archives/edgar/data/1021913/000102191315...

It’s a MBS that went to zero as part of the 2008 troubles. The underlying mortgages for it are no longer available because it and the company that sold it are gone. Before the default mbs prospectuses listed the mortgages in each tranche along with metadata like type, credit rating, etc.

Your turn. Can you find a single bond trader who has sold “commercial paper” backing tether? I’ll take a journalist who has talked to one as well.

PS: I’m not a beneficiary of calpers, this is public information available to anyone. My private retirement funds and money markets all offer at least this much information in their documentation if not more.


> Tether is literally being asked to openly disclose confidential business information to the entire world.

If what you are invested in is confidential business information, you're doing something wrong. This is all the more true because Tether's claimed value to its customers isn't "you're going to make bucketloads of money if you invest in my fund" but "invest $1 in my fund and you can get $1 (no more and no less) out at any time." Given the latter goal, the fact that it took an awful lot of teeth pulling to get Tether to reveal as much detail as it has should be a massive red flag of risk.

> what is the big issue? money market funds your pension invests in have the same composition as Tether.

We're asking for the same transparency as every money market fund in existence. Why should that be so hard for Tether?


>If what you are invested in is confidential business information, you're doing something wrong.

You've never beaten the market before, and never will.




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