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PM at @newriverinvest Fixed income background, CFA, and Chicago sports fan. Credit, MBS, & structured products. david at newriverinvestments dot com

665 Following   24,104 Followers   49,600 Tweets

Joined Twitter 8/25/10

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@ml8_ml8 tightest link is real US ratesBass: China bank crisis 5X worse than subprime https://t.co/QofjxlctyO https://t.co/npWEikgh4s
Retweeted by David Schawel
2/11
2016
@ChrisKuc new goalie interference rule? @talktoskirt except @Nonrelatedsense @Nonrelatedsense @talktoskirt he's a recluse that disappeared... What about Lamar Odom? Always in spotlight, problems, etc @Nonrelatedsense @talktoskirt delete your account!! @agurevich23 @LongShortTrader @vader7x @JacobWolinsky to his point, would they want that much bond leverage relative vs stocks? Big bet @LongShortTrader @agurevich23 @vader7x @JacobWolinsky that's the key, even if they had exposure it would have needed to be really levered @_oldmangloom you wants scuds back?Almost half of you would be willing to take 5% from here & call it a year https://t.co/liVyAOrELi @NinjaEconomics lots of charts! @InvestingLatest oh matty....i said BOJ issuing negative interest rates bonds is dumb. Look at nikei and yen this week. bad news for kuroda
Retweeted by David Schawel @Dutch_Book they are involved in some loan participations, but not aware of them selling any loans @Dutch_Book as they're a commercial bank I'm referencing their on balance sheet loan book @Dutch_Book historically they've had a very low charge off ratio (even through the crisis) @adoxen @max02050 @IncomeTrader hahaha! Cmon, not what I meant! @max02050 @adoxen @IncomeTrader now that's a fair critique @nosolicitation @adoxen @IncomeTrader thanks, first time I've seen AMZN's chart! @adoxen hey doesn't mean I'm right! Just my opinionTWTR can't seem to grow MAU's @adoxen @IncomeTrader not at all, they're not mutually exclusive. Stock has been hammered & bezos wants to say he thinks it's undervalued @michaelafulton i think high 80's...close to right now$TSLA earnings are on fire$CSCO shares outstanding https://t.co/VSMkOd8Rt7 @IncomeTrader @adoxen signal @adoxen 2% of mkt cap - won't impact their future plans one way or anotherJust to troll the bears https://t.co/RsIMetLK0o @Chris_arnade @IvanTheK Good question @barnejek not quite what I've taken away from his book & various essays but I like your enthusiasm @Chris_arnade @IvanTheK Loool @conorsen @TheStalwart anticipation and cynicism is a lethal comboAlmost everything written by Raghuram Rajan is amazing @IvanTheK condi? @DavidSchawel related, who is Malone? Karl, the mail man?RT: Pvt Account: Wow - some of these Malone names have 'compounded' all the way back to 12-13 levels @Don_Homer you mean the 20% of div over the threshold amount right?Anyone follow $HIFR ? @Nonrelatedsense what fund is thatHave to love this current income fund that modified its policy (calling it "non fundamental" to now include common equity securitiesIt's true https://t.co/JJXyj5CdbIOiI
Retweeted by David Schawel @BlairReeves this really bothers you huh?What is this futures green thing I am seeing? @Jesse_Livermore I don't know either, just thoughts. QE was thrown at the wall & really didn't generate growth (just risk asset chase) @Jesse_Livermore I have a hard time believing the issue is that CBs just haven't bought enough bonds/assets @Jesse_Livermore causation=\= correlation? 1. QE was done earlier in the cycle 2. NIRP happens to be occurring now as problems are emerging
2/10
2016
The Walking Dead: Something is Rotten in the Banking System https://t.co/j4MCDUehF2 https://t.co/Y3kvFBiUig
Retweeted by David SchawelWe're not still posting charts of the Baltic Dry Index, are we? https://t.co/WJQ7GvtjS1Rams Owner Kroenke buys 535k acre Texas ranch (will relocate to LA?) https://t.co/QgHFOZ6DFi @IvanTheK nah, he's probably still in it...Christie? @IvanTheK Jeb!"It's not a lie if you believe it" - George Costanza @conorsen Seems like an insult to Cook @jay_21_ not based on the poll results @MarkLazerus Panik with some nice hits the last few games - something Hawks haven't had much of"Get me out!" At the beginning of the year 50% of respondents wouldn't vote yes to lock in a negative return for '16 https://t.co/liVyAOrELi @MorindaWealth the root of the question gets at investors behavioral tendencies @NextCityOrg cc @conorsen @MorindaWealth no, it's a hypothetical @DavidSchawel essentially asks if you'd be willing to take a loss on the year (on average) but recoup some from these levelsInvestors: for the rest of '16 would you take a 5% guaranteed return from today's levels & call it a year? @quantian1 👎🏽E&Ps: Leverage vs Internal Funding https://t.co/lhHPqA5Ls3
Retweeted by David Schawel @SoBendito @M_C_Klein interesting, do public plans usually make purchases like this? 7% of their total RE holdings? @IvanTheK rightly so @IvanTheK no clue, also I think it's non interest income @IvanTheK ya'll gonna make me lose my mindBig banks might get a temporary earnings boost from a mini refi wave with 30y mortgage rates now at 3 5/8 on average @ReformedBroker inflation!! @17thStCap that's wacCredit Suisse stock back to 1990 levels now.
Retweeted by David Schawel @Royal_Arse @mbusigin top 100 for his salary is atrocious @mbusigin smart to dump Phaneuf @crowdturtle for the CLO portion, I would assume yes. They have interests in other credit funds iircWow, Late to this but $OXLC (CLO equity) NAV fell 20% in Q4 @RuthlessGravity amazingThe risk of a loss of market confidence is always LIQUIDITY (not capital), as counterparties can pull funding. Perception is importantStrange letter from $DB CEO. Some acknowledgement of environment seems warranted. No heavily levered bank w credit risk is "rock solid"
2/9
2016
@AxelMerk true printing @AxelMerk there's ways around it to make lenders whole @MacroHeavy with your JPY profits, first! @LongShortTrader 🎺We need a worldwide debt jubilee - once and get it over with! @EddyElfenbein wait, how old ARE you? @BromonaTheBrave they're slowing down & getting old outside of Butler @BromonaTheBrave yeah I'd never go back @BioBDTodd the great thing about Twitter is you tweet what you want & you're not forced to follow anyone @BromonaTheBrave or Portillos, I-290, and the Bulls @ReaperCapital yeah good qualifier - agree @SconnieTrader hahaha yeah the show, but stand up is similar @jordw good man Jordan! @aronro @groditi makes you wonder why miners have always been serial equity issuers & literally can't make $ pulling gold out of the ground! @CouchCfa of course they know of it, but many don't get the jokes, references, etc @AxGlobalAdv both!One of the saddest things about Millennials (among many, many things) is they don't know SeinfeldWeirdos...who actually goes over 4mins? https://t.co/Q48y9opHEPGerman 10y at 0.9%. I get 0.75% on a CapOne SV acct w/ zero headline risk of any kind & no duration/maturity limit. Who would buy a bund?
Retweeted by David SchawelWho would want to buy 10y german debt @ 1.9% ? it's NOT an inflation linked bond... #idiocy #thereisnosafehaven
Retweeted by David Schawel @davealevine fear & greed will always exist in the market - that isn't anything new$usdjpy 150 calls seem like a lifetime ago
2/8
2016
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