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

822 Following   28,510 Followers   62,411 Tweets

Joined Twitter 8/25/10


@mark_dow Uber, but for people getting fired and going to Janus @SSS_joshnelson Would you do the trade again today? I would, we expected to lose this trade in '17-18the verse "there is nothing new under the sun" seems appropriate for the ambitions of Fintech to disrupt banks @CramersShirt @TheStalwart @pearkes @JoseCanseco @TheBigHurt_35 meeting him when I was 10 was a highlight of my childhoodLending without an experienced credit culture & stable and low cost deposit base is difficult https://t.co/q8y35LTHDg @TheStalwart @pearkes @JoseCanseco The Big Hurt? @TheBigHurt_35 @RussianBear who will get the treasure trove of discounted steaks you purchased?
4/24
2017
@RussianBear still can't believe you think you got a dealHow Poverty Changes the Brain https://t.co/HdP8eeunfV https://t.co/Mr3madJhh2
Retweeted by David SchawelCoin flip decides new president of southern Illinois village // IL law actually calls for coin flips to break ties https://t.co/wWVNHBp2CJ @BBGVisualData Map as of 00:56PM Paris Time, 95.56% voters https://t.co/ilg3kMAQj0 Source: @Place_Beauvau https://t.co/l5XaPC71Ej
Retweeted by David Schawel @KCJHoop tbf, he promised in the preseason to be around in the playoffs @boreallady you planted these??Reiterating this after today's Uber story https://t.co/TLzmRavxyCWow. Uber secretly tracked users after they deleted app. Tim Cook found out, threatened Kalanick w/ App Store delet… https://t.co/bzfTpGKoQA
Retweeted by David Schawel @nosunkcosts hahaha, would love to know how they came up with this combo of dry needling, computer science, and dea… https://t.co/l5JkuT5hnOAfter seeing news of their new equity round, I decided to open up the "what's going on at Quora" email. https://t.co/MPmdHU8smJCut. Paste. Keep. Four options for US housing, via TD Securities: https://t.co/PFOPWEa37l
Retweeted by David Schawel
4/23
2017
@RussianBear you mean you paid $150 for $150 worth of meat? @CSNHayes who does he remind you of so far hitting?Here's this. https://t.co/iyfcv9B3eB
Retweeted by David Schawel @Vox_Magoo @montoyan @Nonrelatedsense Maybe there are reasons. Flight attendants and other staff aren't paid much,… https://t.co/PKLsKYxaFz @montoyan @Nonrelatedsense you're conflating comfort/space and reasonable treatment (i.e. American Air situation) @Nonrelatedsense @montoyan Wouldn't recommend either of you represent the average joe @CSNBoden he was also invited to play in the first round but declined @montoyan flying business or first class is the threshold to be treated like a human?New idea: a commercial airline that doesn't seek to be the cheapest, but instead treats passengers like actual human beings @2ndCityHockey Might be unfair assessment, but outside of Keith, Hossa, and Toews the heart & intensity seemed to really be lacking. @WallStCynic @SconnieTrader probably a lot of truth to it too
4/22
2017
@ChrisKuc would've been nice if he joined the Blackhawks last week @jamiepastore that's my fav movie @jamiepastore https://t.co/tmmX0v4w7FLet's just all get along with each other https://t.co/jMxWNLVXQe @DavidTaggart @pearkes @DCAficionado @WallStCynic @FVNate @SconnieTrader @ArmyJew never take anything seriously on… https://t.co/e9vR9Gz9xI @CSNHayes @BhamBarons interview with Adams coming too? @SconnieTrader @WallStCynic I am with you guys there. Didn't go to UW, but pops was all big 10 baseball player when they had a team @oknotsomuch @SconnieTrader @WallStCynic @FVNate @pearkes @DCAficionado @ArmyJew don't get us started on where you live! @WallStCynic @SconnieTrader I enjoy the banter. Hopefully the bears will one day make the rivalry competitive again @SconnieTrader @WallStCynic @FVNate @pearkes @DCAficionado @ArmyJew Nothing to do with Chicago sports being dominat… https://t.co/xh2udmzAzH @WallStCynic @SconnieTrader Weak, you're not half the troll of @SconnieTrader @CramersShirt @SconnieTrader @WallStCynic @FVNate @pearkes @DCAficionado @ArmyJew all in good fun @WallStCynic @FVNate @SconnieTrader @pearkes @DCAficionado @ArmyJew pro sports teams in Wisconsin have won a combin… https://t.co/4Eb2IMH36P @WallStCynic @FVNate @SconnieTrader @pearkes @DCAficionado @ArmyJew statue avatar guy- who is talking junk? @RussianBear I've never seen anyone do that tbh @SconnieTrader @pearkes @DCAficionado @ArmyJew tbf, you kind of deserved it after the out of nowhere bears trolling @Nonrelatedsense @DumbLuckCapital I'm half impressed half creeped out by your juice knowledge but I'll allow itThis is getting more and more unbelievable "Theranos Secretly Bought Outside Lab Gear, Ran Fake Tests: Court Filings" @CardiffGarcia Asheville NC @christopherhuff I think that's accurateTheranos bought outside lab gear and tried to pass it off as its own in demos: suit https://t.co/EksqiefIDe
Retweeted by David Schawel @M_C_Klein @TheStalwart @LJKawa @pearkes Something like 85% of all statistics are made up on the spot @Nonrelatedsense the easiest way to describe it is that it used to be a fund that bought cheap off the run bonds, n… https://t.co/B7h3t1tzPx @TheDomino @CNBCFastMoney @OptionsAction Not all heroes wear capes!Shine coming off of DoubleLine? Flagship total return fund lagging PIMCO Total Return, PIMCO Income & Loomis Bond over 3,6,12,18mo @nicolatheron is that like two cans of coke? @kevindepew have one of those, use it every morning @emilydparker interesting article, nice job @DividendMaster I personally find MTGE investing in skilled nursing facilities pretty strange for a mREIT - granted… https://t.co/Tklbx7sf7o @darioperkins probably, just seems pretty tastelessbasically the world is fine if stocks keep going up and expense ratios downhttps://t.co/9DQ845LQ6FInbox: "Why the next war will be great for stocks". Some of you people are sickening. @IvanTheK today is a #followthevest kind of day cc: @MarkYusko @darioperkins I know, was referencing yesterday's convoBalance sheet > Next rate hike https://t.co/Kz1l8d1TQW
4/21
2017
@BromonaTheBrave @Nonrelatedsense who among us doesn't... @BromonaTheBrave Yep, 11:40, 1:20, and 3:30 are the "triangle of rotation" times @BromonaTheBrave zen @ObservationDesk @NHLBlackhawks Too soon!! Haha @SconnieTrader NRZ was getting rich anyways, little shakeout like today never hurt anyone @SconnieTrader Riiiiight. You bought fake stock. @SconnieTrader you idiot https://t.co/fmMMjeAQuk @SconnieTrader What role did you play? Eating gas station hot dogs on mom's couch!? @SconnieTrader is that a slogan of yours? Beginning? GB didn't win anything either last year. They have an old aging team. Sad! @VincePagano we will see how he does huh? I know what my bet is @SconnieTrader cmon you can do better than that @VincePagano when the games were on the line he wasn't nearly as good. Their schedule wasn't enough tough either. N… https://t.co/xEOkfsrKPY @VincePagano carried them to what? 4 wins? @davidmarchorn true but there's a diff between confidence and comparing yourself to the best ever
4/20
2017
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