I recommend the book “When Genis Failed” for a blow by blow of how fucking stupid you can be and still get a Nobel in Ecobnomics.

Economists are stupid or wrong or bought. Or all of the above.

Friedman? Come back when you’ve got someone better.

RenTech trades far less than many of the market makers in the US, and they get the same funding rates as the rest of the big players. I don't know their specific situation, but the fact that all the big players get the same rates indicates RenTech isn't special in this way.

They have no size or leverage advantage that 200 other funds in the US don't have.