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Investment management at @newriverinvest , CFA. Chicago sports fan. Credit, MBS, & structured products. david at newriverinvestments dot com

847 Following   29,131 Followers   64,151 Tweets

Joined Twitter 8/25/10

@jcbarrett2000 Ridiculous @teasri @RobinWigg Historically I assume. What about going forward? Any reason we should expect that to hold? @SconnieTrader I don't agree. You need multiple stars to contend. Wouldn't have happened in his last two years of h… @SconnieTrader Meh, maybe. Either way losing 3rd round picks won't be the deciding factor, bigger issue is whether he's the guy or not. @SconnieTrader being an 8 seed and getting bounced is no way to live. Sadly need to be bad to get high picks etc. Butler is a great player @SconnieTrader Because there's no use being .500 at best. You're in purgatory. Fan of rebuilding, not a fan of that offer. @SconnieTrader that's dumb, I think trubisky is going to be really good. Don't like the Butler trade though @SconnieTrader Bulls/blackhawks/Bears/White Sox @SconnieTrader Should scare you that you think like a Bears fan!The classic 30% off with your first purchase trick you ever wonder why athletes go broke, take five minutes and read this article: @DowdEdward Oh puhlease! LolSaw a small REIT pop the last two weeks for no apparent reason, and then a huge secondary today 🤔 @ReformedBroker on the bright side, Rose wants to come back @IvanTheK that was easy @ByScottPowers any chance they would trade him for another RFA in a change of scenery deal? @ARKblockchain Brexit was what, a 1-2 day drop? Also not sure there was material BTC volume during Grexit. No real… @ARKblockchain So you're walking back it being a "disaster hedge"? Those examples, as you acknowledged, were nowhere close to disasters. @m00nsnacks @ARKblockchain That's fine and maybe you'll be right but it hasn't been tested yet. @sspencer_smb @ARKblockchain "Problems"? Minor bad data is way different than "disaster hedge" how he framed it whi… @ARKblockchain for all we know crypto could perform even worse than stocks in a 2008 scenario @ARKblockchain Has this theory been tested yet? That MIGHT be true, but has crypto been around during a capital markets crash yet? @microcaptrader1 Nice, you've got a high point furniture company in there @mark_dow partly cloudy in Laguna? @microcaptrader1 what are current positions? @RobinWigg hard to know when you're the center of it?
@quantian1 U571 @mark_dow @IvanTheK Trick question- the best hot dog isn't even included😂😂😂 #CWSFinals @BarstoolChief Gagner played with Kane at London right? They trying to reunite?Blog: 100 people have $100 each, each minute one random person gives someone else a dollar -- what happens?
Retweeted by David Schawel @TVarmageddon I don't know - I'm probably 2/3 it goes lower, but not a lot of conviction @EconomPic I was going to say, you're more optimistic than I am, and I'm telling you it's not awful! @EconomPic It's not attractive and I'm not a fan but if that ends up being true it's far from awful in this market imo @EconomPic annually or cumulative? @EconomPic let's say 12-15% of coupon income less default losses etc...maybe a very low return but still unlikely you'd get crushed imo @EconomPic on a HTM basis, what would you guess the total return would be on that portfolio (guessing 5-6y wam)? @TheArmoTrader good answerWill the next 20% for $KRE be higher or lower? @No_Little_Plans @FiveThirtyEight Agree he won't, but I don't think that makes it a failure. Fact he can even hang… @ByScottPowers just subscribed for a year, thanks @FiveThirtyEight @No_Little_Plans Unrelated, but how many athletes without baseball experience could put up the sta…'s train-ride read: Why working at 84 Lumber could net you a $200,000 salary, or even $1 million
Retweeted by David Schawel @zatapatique @dougtee "Quit telling your stupid story about your stupid desert and die already" @zatapatique @dougtee "I hate it!!" @DividendMaster @adoxen secondary market of LL's has weakened a bit this month. See my retweet of @lastbadasstion @DividendMaster PFN and AWF have very broad exposure (corp, mortgage, EM, IG, govt) @BromonaTheBrave 😂😂😂 @DividendMaster You're comparing apples and oranges. Floating rate IG GS and JPM notes in ETF form is much diff than lev loans in CEF form. @DividendMaster one is leveraged and holds junk rated paper, the other is non levered with mainly IG paper, no? @LongShortTrader To be fair, hasn't that been an argument for a few years now? @Muniguy2012 No you're not an idiot - as long as you realize the risks (like any other investment) @DavidSchawel Secondary has been sliding bit by bit since June 9. Investors are pushing back on repricings. Most pr…
Retweeted by David SchawelLoan market starting to soften just a bit? @michaelafulton If I had gone to UNC I'd have witnessed college ball titles - instead I got Gottfried @zackmansfield @pearkes I suppose the practice of it isn't different, but arguably the usefulness. I've even seen TA applied to th… you imagine trying to explain technical analysis of cryptocurrencies to a non market person? Actually, to even… @M_C_Klein @alexandrascaggs sometimes fortune is on your side how upset some Ethereum Forked "investors" get when an ICO announces they are going to sell ETH to be assured…
Retweeted by David Schawel
@Morgan_03 🙄"XYZ is down 20% this week!" "Yeah, but it's also up 100% year to date" Why does the former typically generate a larger emotional reaction?Whatever the asset, interesting how a big drop in price elicits such a bigger reaction than a big gain @DarrenDreger all dozen of his former teams?End of an era: High Schools increasingly doing away with lockers week will be Santander Consumer? (kidding)Buffett with his second investment in a heavily shorted company in consecutive weeks @TheStalwart well, only one is honest @TheDomino loved that movie @TheDomino Planes, trains, andtick tock... @17thStCap A middle market i bank I would guessLagging the liability repricing on the way up is how banks make $’s Minimum Wage Hike May Have Gone Too Far
Retweeted by David Schawel @eleanorrduncan they're attracted to matching shirts and fanny packs
@77cyko @IvanTheK puns are freon Sunday's @IvanTheK Seems like a lot of hot air to me @stkbullgod it was just a pun @jamiepastore I can't resist a good cryptopunEthereum under $300 feels like virtually free money