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Run opportunistic income strat at @newriverinvest , CFA, and Chicago sports fan. Credit, MBS, & structured products. david at newriverinvestments dot com

759 Following   26,237 Followers   55,482 Tweets

Joined Twitter 8/25/10


@tdgraff read the article I posted next @TheStalwart https://t.co/zRxMSos8kA @TheStalwart Blythe Masters' startup (Digital Asset Holdings) is a great use case exampleU.S. TTM spec grade default rate & '17 forecast https://t.co/1FCQc5Oxgr @DavidSchawel Marty Fridson with a fantastic take on this topic here: https://t.co/WisSaVh0QtVery interesting how different HY energy paper has responded to drops in crude prices versus earlier in '16 https://t.co/ruS5KVGzBV @IvanTheK @TheStalwart We know - you showed up for drinks last time in this: https://t.co/5cp5VALYzm @TheStalwart AAA, the first avocado store listed in the phone book @georgepearkes @westelm because of the quality of the product or customer service?
8/20
2016
Crazy. He'll be back. https://t.co/zb0x4sZ9LTCan someone translate for me? https://t.co/Je9cz4EMnR @Vermithrax16 most humble too?!The forward 12-month P/E ratio for $SPX is 17.1. https://t.co/XEhAmKTDwE https://t.co/ZSWELuVVj0
Retweeted by David SchawelNC doctor using quantum neurology to help USA track members :: https://t.co/JCTJWyuQ79 https://t.co/hUyeTBw17A @gatorcapital @tangentstyle nice callWhat a great gig https://t.co/S29CGa0fXd @JSiegel88 @SkeleCap sorry I was referring to my previous response as being not unique, not his tweets! @SkeleCap granted that's not an unique view @SkeleCap near ZIRP environment+low growth world probably makes longer/shallower cycles where it's tougher to kill co's w easy credit avail @nosunkcosts @jay_21_ also maturity walls typically don't materialize as a lot of stuff gets refi'd along the wayI’ve never understood these “maturity wall” warnings — like investors don’t know when bonds mature? https://t.co/CA3ButNKcx
Retweeted by David SchawelCan someone give an intellectually honest explanation of why they didn't follow this policy when Clinton ran State? https://t.co/Du98ZsoK31
Retweeted by David Schawel @MFaloon ;) https://t.co/7PV1o0z8xyGiven what we're seeing with $LC, what kind of shape are the dozens of "me too" platforms in?This is quite a chart. Move away from prime funds is a huge shift in demand for ST paper w credit risk https://t.co/6ApXXzgl8L @BathosMan you write good stuff, it's appreciated @BathosMan @TheStalwart kidding! @BathosMan @TheStalwart Nobody knows what they mean! @danpompei surprised Bullard lasted until the 3rd round? @BrianBarnardCRE what are rates on similar non renovation units? @stkbullgod at 3.3? Doubt it3.3% cap rates. Who buys this stuff?! https://t.co/xxnLYVEghQ @LongShortTrader Even so, still meaningful to the person with $1k if they lost 75% @LongShortTrader Isn't "matters" relative though? @groditi @EMostaque How realistic is it that a substantial % of the population could actually do that? Everyone can't take this approach. @kltblom between their regulation of financial institutions and monetary policy, they pretty much do @SkeleCap @VegaVandal thought it was lyrics from a Simon & Garfunkel song #gikTwitter finance must really love $LILA now. Still don't know what they do. @EMostaque how easy is it for the average person there to do that? @zshrier yes I agree, and said as much in original tweet, but point is the outrage is exceeding the transgressionCompany I really like and stock is super cheap, but management is completely unresponsive. Time to move on & stop wasting energy. @rian81 Bolt is amazing @zshrier sure, but let's put things in perspective, many are acting like he killed a dozen orphansYes Lochte did something really stupid, but the public outrage seems a little excessive at this point
8/19
2016
These beach volleyball games seem like one big party in the stands @SmartDividends @EddyElfenbein Eddy- no tweeting yourself from your second account @AdamHoge if you're gambling on pre-season football you've got bigger issues @JonathanToews probably your paycheck @Royal_Arse @dandolfa Correct, but that's an arbitrary choice for what determines best athlete. best combines arms, legs, etc. just my 2c!! @Royal_Arse @dandolfa fair points, but it's the combination of different skills/talents that's so impressive IMO (run, throw, jump, etc) @conorsen @IvanTheK helps when the US' B team would win silver as a stand alone @conorsen @IvanTheK A lot of strategy involved. Do you race B team & hope others do too? Potentially burn the big guns? @conorsen @IvanTheK I believe so, they'd all win @IvanTheK interestingly, athletes participating in prelims but not the finals also get medals if the team wins @IvanTheK particularly with swimming it helps with scheduling when there's tons of events. Ex: Phelps didn't swim prelims as he had so many @Royal_Arse @dandolfa have you ever seen a track star play WR & try to catch a football?Straightaway speed =/= necessarily mean best athlete @IvanTheK why not? It's a risk if you save your best. @IvanTheK you can do it in swimming too @DumbLuckCapital he wouldn't win even if he trained for it!Decathalon champion is the best athlete in the entire Olympic Games. Discuss. #AshtonEaton @RussianBear I thought the US never pays ransom $? @HFBondsTrader hahaha @Morgan_03 the three reserve currencies @naufalsanaullah @peterdwilliams @conorsen true for the previous hike in December given rest of the curve bull flattened? @conorsen @naufalsanaullah @peterdwilliams @boes_ The market and the economy? @naufalsanaullah @peterdwilliams smart money has pulled back so much, you don't think another two years would be a pain trade? @naufalsanaullah man, another two years would drive people nuts! Hence it'll probably happenWas talking to a group of SV insiders recently. Not a group prone to pessimism. But all of us thought Twitter would eventually Yahoo.
Retweeted by David Schawel @StrangestTribeX how many sell side "Prisoner's dilemma" titles tomorrow?Here's a pretty in-depth article about the literal blood baths that are common in Russia. https://t.co/0ZI6c77avl https://t.co/Ygp6kdQygR
Retweeted by David SchawelThis could be one reason hockey really hasn't taken off yet in the US https://t.co/Q2BQ7UljoT @Wmboot @LongShortTrader it was just a joke @TheStalwart @Wikipedia maybe lychee or passion fruit, but no way on coconut only @LongShortTrader it's cheap, they should make $1bil in EBITDA by '17 @Alonzo85X everyone makes mistakes, but it's a bad look for sureI remember a week ago when I felt mildly bad that Lochte had been overshadowed all these years. Good times. @DumbLuckCapital @SportsCenter should've just fessed upLochte up abroad https://t.co/4t3mTGI4sc @matt_levine most important ever?Good deal on a CEF tender, but only if you want to receive 150 convert cash bonds in kindWow, $TMO interested in $ILMN? @sehill_ causation or correlation? @TheStalwart true but prominent bond funds aren't ever really going to have 10+yr duration - most are intermediateBlowing a bubble? So much chill. https://t.co/a41Ta9cen7
Retweeted by David Schawel @mark_dow you're only allowed to tweet that 3x per day! @Nonrelatedsense good q, should prob correlate
8/18
2016
Olympic medal count looks very similar to the world GDP ranking"So there Lochte and I were and I said to him, "Ryan, I think he's got a gun." That's when he pulled it out" https://t.co/xKwTkgFx3w
Retweeted by David Schawel @CramersShirt but how does that cover it up? All so strange @DavidSchawel what's the motivation for Lochte bringing this up in the first place? @JodyShenn yikesSo what's worst case? The US swimmers made up the robbery & now Brazilian authorities are pissed and want payback? @ferenstein @pmarca Not sure anyone has ever accused Twitter of making huge profits :) @TheStalwart love Bolt's personalityWe can overly cliche markets. Neither the Fed nor the market is the primary driver of the global economy https://t.co/ok91n6qZMj @jordw @conorsen happy early birthday to you both! @mims @carlquintanilla https://t.co/C9Mg2XAPDF @mims @carlquintanilla kids today don't even remember AOL dial-up!ReformedKicker https://t.co/93FItEHWna
8/17
2016
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