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Investment CIO. Opportunistic Income PM. Love to talk markets and Chicago sports. NC State alum. Views are my own.

848 Following   33,011 Followers   65,503 Tweets

Joined Twitter 8/25/10


Joe Dumars https://t.co/uiuWUTAMyI @EconomPic right, meaning the latter is cheaper, not the former @EconomPic though if you borrow at negative real rates, your debt is debased and your asset is likely going up in v… https://t.co/gPwGFCJlPy @EconomPic I understand where you’re coming from, I’m just busting on you @EconomPic you going to start underwriting to real mortgage payments? @EconomPic well in the second chart I compared it to income @SconnieTrader just give it up already! https://t.co/barMbqVs9l @pearkes need a little slack, I am an amateur chartist compared to you! @TimDuy @M_C_Klein I might have taken too much liberty comparing the mortgage payment to average hourly earnings, but it was a shot... @DavidSchawel This is visible in the S-1s that are coming to market, especially in the SAAS industry: https://t.co/eq2cPVNsey
Retweeted by David Schawel @CapitalEdgeNY average hourly earnings has nothing to do with that, it’s a pre tax numberThis is how many hours one has to work (using the US average hourly earnings rate) to pay this mortgage payment. So… https://t.co/qgN2euKGEQNew home prices and mortgage rates are both higher. What does the mean for a mortgage payment on a new median price… https://t.co/vbeFL8gsCT @AdamHoge So stupid. Let’s give up on a pretty certain player to get a 3rd rounder that hits 20% of the time @barstoolWSD even with the team sucking so much? Why not let him dominate another few months? @ArchMcClure I may throw out my back with what I’m tossing out thereThe good news for rate bears is they’ve now correctly called higher yields one out of the last eight years @WillBrinson @PriscoCBS @picksixpod Yeah, BUT the upside of Lamar Jackson is higher than Taylor. Not saying it’ll b… https://t.co/pGTpgTkPYPThe Fine AF 1999 Toyota Corolla, wasn’t going to put this on twitter but the guy took it off of Craig’s list so I f… https://t.co/6eSV08gXbE
Retweeted by David SchawelMiller gets no respect https://t.co/COJfHCyiwE @SuperMugatu @LJKawa ain’t always a reason @LJKawa sometimes things just go downThe difference between core funded banks with sticky low cost deposits and those who were able to skate by with low… https://t.co/mjQ42NpOV1 @TheStalwart @elerianm I also think Pat Dorsey has written some solid investing books @TheStalwart Fingers* @TheStalwart Kahneman and @elerianm are two that come to mind, but I wasn’t trying to point figures at who was good or bad @MylesUdland mmmhmmm @IvanTheK @bgurley Yeah, more aggressive funding rounds at favorable valuations leading to a greater focus on growth, thus burn. @IvanTheK @bgurley Fair point, though VCs can deploy uncalled capital to any company they choose (or not choose). D… https://t.co/25Au0imMdsThis is an amazing stat according to @bgurley: “The cash burn of the top 100-200 companies in Silicon Valley is 5-1… https://t.co/xf66jsKQzaDespite the UST selloff, this chart from RBC’s US economist Tom Porcelli shows that on a hedged basis 10 year Treas… https://t.co/s7r1PbBdcb
Retweeted by David Schawel
4/25
2018
Kids losing scholarships because of their tweets! https://t.co/RbTvcubyF3 @DavidHaugh I hope he doesn’t try to outsmart the league like last year picking two division II players in early rounds. @jerzshoreirish I rarely finish them @Nonrelatedsense Ha, well you get my point @_DJ_DC_ Like if I wrote a book!I find 90% of the business/finance books I read are a disappointment. The issue, IMO, is that very few of the top t… https://t.co/dewa38JFZb @naufalsanaullah not saying he’s right or wrong, just that he’s basically saying to sell his total return fundNot everyday you hear a manager tell people his holdings aren’t attractive (DL manages billions of Agy MBS, which c… https://t.co/iVE3A3eosJ @crowdturtle agreeRIP financial repression. Savers are alive and well!
4/24
2018
@Yaneznaiu @ReformedBroker It’s true, they’ll just let it grow @ReformedBroker 🎶 Let it grow, let it grow 🎶 @LucreSnooker good point @77cyko @RussianBear @lhamtil @ReformedBroker I blame Al Davis and the Raiders organization @RussianBear @77cyko @lhamtil @ReformedBroker I didn’t? @77cyko @RussianBear @lhamtil @ReformedBroker I don’t remember your head being that smooth @M_C_Klein there’s things I’d prefer liver wurst over, but it doesn’t make it a good meal @KRooneyVera Same here, trying to convince remaining family in Chicago to move to NC!Why would anyone voluntarily live in Connecticut? https://t.co/JGpEFIyrbbBlackrock operating income over the last two decades $BLK https://t.co/izr4amrbwx @barstoolWSD Such a 7am on Monday tweet!When 10y yields broke 3% on the way down few investors thought they could go much lower. My base case is not substa… https://t.co/i38ber5UF8Additional security of loans versus bonds diminishing by the month? https://t.co/haTNVnEBmt
4/23
2018
@EricBalchunas Who else? Maybe Chuck Person? @EricBalchunas He’s the Xavier McDaniel of this decade #GIK @EconomPic @awealthofcs by kid number 2, I wised up and had the fire department do it. Best kept secret as they do it regularly. @richeisen Your local fire department installs dozens of these per month. Saves you the hassle and it’s installed safely @Mega_Man_2 I’m in that camp right now. I see no reason to rush into these.So not super cheap on their own, but against the S&P they’re as cheap as they have been in 10+ yearsConsumer staples are interesting to look at right one. On one hand they’ve been crushed and are seemingly left for… https://t.co/7hBqK54Vuu @RussianBear @Morgan_03 I deserve itNice photo of the Bushes, Clintons, Obamas, and First Lady Trump at the funeral of Barbara Bush posted by @jgm41 (… https://t.co/9ERiChOgnI
Retweeted by David Schawel
4/22
2018
@AlanLevinovitz Yes, of course. Though there’s a very negative public connotation with investment bankers, while no… https://t.co/ZBgRKv2yNy @LucianaPatrizia Indeed. Have a wonderful time. I will send a picture of the children to the foundation email! @LucianaPatrizia Sounds good. Was sunny and 20 degrees today, very beautiful. Full day of sports and fun for the kids! @RussianBear best way to procure high quality but low cost frozen steaks? @RussianBear worst roommate ever? @RussianBear Your worst stock pick? @AlanLevinovitz An investment banker doesn’t look after anyone’s money and has nothing to do with index funds. What does that even mean? @keithlaw Also for a guy like Anderson who is one of the few African American players in MLB and recently went thro… https://t.co/V39N0A4gqf @dandolfa David, blockchain just tells you it’s solving problems, it doesn’t actually solve stuff! @barstoolWSD Yet the trade still looks like it’s in the Sox’s favor @LongShortTrader What’s your view? @DavidHaugh For a guy coming off of tragedy and trying having fun like Anderson, it’s too bad @JustinVerlander is so uptight @teasri @les_mos Yeah, I mean I don’t think 1/3 of the average person’s career is too short! How long are you planning on being around?Some good answers here, but also a lot of blaming of central banks https://t.co/MWEw0U5FrrXLP spent a lot of time > avg historical valuation while the outlook clearly warrants a below-the-line... first it… https://t.co/78tg5MBdVm
Retweeted by David Schawel$CBL '26 bonds breach 9% yield Access to capital becoming a major issue https://t.co/Toyn89Cnqc
Retweeted by David Schawel
4/21
2018

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