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Fixed income PM, former Equity Analyst, CFA, and Chicago sports fan. Contributor for CFA's Inside Investing blog. http://t.co/IRXXkzI1el

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Join Twitter 8/25/10

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@plainview_ me too@EMostaque @ReformedBroker sure, but I was talking about today's sentiment post the huge miss - very different things@ReformedBroker bull case is that not one person responded with a bullish argument
10/24
2014
"when most workers fail to share in the fruits of economic growth, the public sector will be hard-pressed to..." http://t.co/LgUXchwzeu“@HaidiLun: New home prices fall in 69/70 Chinese cities surveyed m/m (+1 from Aug), existing home prices fall in all 70 cities m/m #ChinaJust like ZIRP & Inflation, there appears to be an ideal win-win zone where consumers benefit from lower oil w/out a huge pullback in capex@34bps is a pedestrian getting killed contagious? I'm not a fear monger but poor analogy imoCS:Gasoline spending accounts for ~13% of pre-tax income in the lowest quintile of households, compared to just 2.5% in the highest quintile@Kelly_Evans nerd badge for me!CS on the impact of falling oil: "The implicit “tax cut” would be worth about 0.7% of disposable income, or about $80 billion."@georgepearkes @btaubz I have no idea, I'm still so stuff from bacon donuts & beer@georgepearkes I'm fine George, it's you that lives in NYC.@JeffCNYC good for you... I feel like I see a lot of people knock on it with no position@JeffCNYC are you short? If not, why?Anatole Kaletsky from @Gavekal said what all the #Bond Shorts in 2014 missed was massive export of #Deflation from #Europe #BEST2014
Retweeted by David Schawel@DividendMaster I think they will choose to raise prices as they continue to drive others out of business@DividendMaster I think they'll have substantial net income in 5yrs, but I can see why some people think they'll never change@DividendMaster i'm of the believe they could choose to be profitable at any time...@ArchMcClure yes@modestproposal1 I think now will prove to be a good buying opp - maybe I'm the lunatic thoughNo position but reading too much into the short term for $AMZN seems misguided - little overall value driven by near term performanceWould guess a lot of funds happy to see a pullback in AMZN to buy@SoBendito @georgepearkes lololol@michaelsantoli Zelman is much more profitable I'd bet@IvanTheK there's a phrase for that type of logic...@Kelly_Evans @M_C_Klein yes & yes. Yes on exacerbation from commodity wipeout & yes b/c LSAP's haven't proven to be inflationary@Kelly_Evans @M_C_Klein begs the question have infl expectations been inflated due to LSAP or have recent events($, EZ, etc) caused the drop@rich_rudolph ahhhh american food!@IvanTheK to be located by JPM & called "Too big for the scale"@ArchMcClure stop by after work for a drink, i'll save you oneBreaking: @IvanTheK to open bacon covered doughnut cart on 47th and Park@groditi @LadyFOHF @joshuademasi how can I be expected to buy highly convex MBS while under the influence of these doughnuts?@IgorGreenwald Raleigh/Durham isn't really, but when you go outside of it, then it is@goldencaskcap that might make it doable!@YahwehOrBust should I pair it with the Brunello??!!No wonder the South is less physically fit - people bringing in bacon covered doughnuts to the office. Yuck. http://t.co/8mZJnMDHOA$ILMN is a beast@RobinBHarding Congrats!@mdc "one more housekeeping item and I'll step back"@BrattleStCap you'd know better than I would, just hard to think of today as a pain trade given how this week has gone@BrattleStCap oh c'mon - they've had a week to "get in"@Morgan_03 tandem rides with clients!@Morgan_03 i thought that was common practice back in the day@JeremyDSchwartz have fun man@Morgan_03 your old tricks@auaurelija I think you guys just want a reason to bring cake!Brokers sending out "ECB eligible RMBS/ABS" runs now@LadyFOHF don't talk about @georgepearkes like that!@M_C_Klein going after two guys who are probably managing less than $25mil, kind of ridiculousMapping countries' top exports http://t.co/8Xbrwmn3G0
10/23
2014
@ReinsuranceM @DividendMaster don't apologize! It has been a HUGE dog. I've been totally wrong so far@DanielleMorrill what are the factors you'd identify of needing to meet to be a good target for YHOO?@Kelly_Evans agree that middle class workers being forced to compete for employment downstream, shift in accretive CapEx mix may be driver@Kelly_Evans good point, and fwiw, arbitrariness that I can get behind !@Kelly_Evans ecstasy index seemed a bit arbitrary but it was def a good readThis #UNC situation is no bueno http://t.co/j8EAKvhxZFTo be clear I'm not saying stocks couldn't plummet, just poking fun at the connect the dots chart I sawPeople tweeting S&P charts with the "doomed chart" technical pattern - almost as funny as the guy doing TA on the Fed's balance sheet@matt_levine if he was trading potash futures (is there such a thing?) that would've been amazing@matt_levine $POT is a 27bil company and much larger a few years ago - hardly an opaque/esoteric market. Seems exaggeratedThoughtful article by @mdc on the fight for non-transparent ETFs http://t.co/WPGvZujOWa@DividendMaster I root against UNC!Reminder [via BAML]: Fed's target "2% on PCE is equivalent to around 2.4% on CPI" -- which rose just 1.7% y/y in Sept.
Retweeted by David SchawelAlright, I wrote one last post: Why Covering The Markets Is So Fun http://t.co/u2r9WRbUQo
Retweeted by David Schawel@ArchMcClure @jamis8891 Arch 1, Jamis 0@jamis8891 open up an IBKR account and go long Yen@IvanTheK I'm skeptical that many faculty heads are steering students to fake classes@mjb1286 close@IvanTheK "Former UNC faculty chair Jan Boxill steered some WBB players to fake classes, rewrote parts of their papers"@ArchMcClure some of this stuff is hard to believe@IvanTheK "Know who wrote the foreward for Jan Boxill's book "Sports Ethics: An Anthology" ?? Dean Smith!"@IvanTheK "Roy Williams' frmr academic advsr says he knew classes were fraudlent at the time, but doesn't recall whether informed coach""2 counselors even suggested to Crowder what grades to give to the athletes.One of them,Jan Boxill, later became the faculty leader for UNC"UNC investigation: Bogus classes were pushed by academic counselors http://t.co/sVBr36WSOpBREAKING: Investigation reveals scope of academic fraud at University of North Carolina; 3,100 students involved. #UNC // "The Carolina Way"@Hooper_Quant about three months ago - he's good@montoyan Yes, purchase index was down, it was all refi@montoyan Yeah a few days sub 4%, there's a fair amount of people whole are in the money at those levels (high balance borrowers, etc)Vol sellers win: here's the VIX curve right now and one week ago http://t.co/5YwUVsF1RXSurge in the refi index today@botabox Yes growth due to gov, but that doesn't give players a free reign to do sketchy things - they are right to hammer OCN@ArchMcClure pouring salt on the wound Arch@Morgan_03 @modestproposal1 Hey, I never said it's a bad thing@marginalidea probably both@DividendMaster he says to be short the EuroBull market in high profile HF managers taking positions in currencies & sov bonds. Tepper, Bass, Einhorn, Loeb, etc@matt_levine @IvanTheK what are the reasons that a replacement should be allowed?@IvanTheK are you saying there should be a replacement?@IvanTheK @BloombergNews a "hanger" as ken "the hawk" harrelson likes to say@IvanTheK @BloombergNews you were ready for that one!@fbonacci @mark_dow that made me laugh out loud!You can argue the opportunities for $OCN & others were born out of changes from the financial crisis - risk just moved not removedWow, $OCN has to correct their first response to Lawsky's letter for inaccuracies. What a disaster.@georgepearkes what's the conclusion with these charts?"It's looks like a bomb" "But it's high yield" "Why didn't you say that in the first place" http://t.co/FeKyD53fnc http://t.co/xcjwK10TvI
Retweeted by David Schawel
10/22
2014
@okay_then the bonds they own are very exposed to a risk off & sovereign selloff, a 1pt drop in NAV is nothing@davealevine baby is here?"The U.S. installed 1.13 GW of solar PV in the second quarter of 2014, up 21% over Q2 2013"@IvanTheK just the prosecution of him unresolved!@IvanTheK I might be misremembering - wasn't that how we found out the details on corzine?
10/21
2014
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