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Fixed income PM, former Equity Analyst, CFA, and Chicago sports fan. Contributor for CFA's Inside Investing blog. http://t.co/IRXXkzI1el

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Join Twitter 8/25/10

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@MorrisvilleL maybe with equities staying volatile@kyles09 @mosesaintme I wish I could act like it was just me but most anyone working in non-agy MBS had strong opinions etc@kyles09 there have been plenty of people crying foul this whole time@danielsethlewis I've long been a bond bull but even I am short the front end right now - very surprising there's not been more snap backMarket has rebounded & "feels" healthy yet front end yields haven't jumped, and inflation BE's stay depressed....@kyles09 how's that AAMC to 5,000 manager doing today?@17thStCap I lack an ounce of sympathy and my feelings are probably similar to a lot of other mortgage investorsVery happy for @TheStalwart - hard worker and well deserving of successGoing to be joining Bloomberg to launch a new markets site and a new TV show. Details here ---> http://t.co/Qu1BXdRwGK
Retweeted by David Schawel$ISRG beat@MacroHedge I'm already in@DumbLuckCapital Late submission for CYNK@17thStCap nice call on $OI@jake_f Yes most likely - I own ELD which is similar@InterestArb im surprised too@given2tweet now we all have house money to play with...ammirite?@DumbLuckCapital @BarbarianCap booo! I proactively showed myself out@DumbLuckCapital I'll see myself out now@DumbLuckCapital sometimes it hertzNo company's too big to assail. As Coke, McDonald's and IBM flop, can activists be far away? New post. http://t.co/kw7YxAbPDJ $KO $IBM $MCD
Retweeted by David Schawel@adamcarstens Not surprising, I've had people tell me I'm not allowed to tweet about things lately...@AdvisoryA @RuthlessGravity you guys know where I stand on this topic!@RDW000 plenty of tweets over the last year about them"These borrowers were given 30 days from the date of the denial letter to appeal, but those 30 days had already elapsed" NYDFS to $OCN"In many cases, borrowers received a letter denying a mortgage loan modification, and the letter that was dated more than 30 days prior" OCN@DividendMaster double like@PScatterpatter You can probably guess what I think about all of thisLOL $OCN@IvanTheK you're probably right, but there's no bonus points for getting the why correct@PoorGalRichGal beauty of selling puts on high IV names@jay_21_ honest question: have you ever looked at any bonds serviced by them?@PoorGalRichGal earnings came out, implied vol down“@AxiosCA: Ocwen allegedly backdated thousands of letters: NY http://t.co/SnRuVjcqPC” //shocked I tell you@cthorm I mean, like I said, no words!!!!@cthorm @mdc no words caseyCredit is on fire today - America is back peeps@LongShortTrader boo, thought the sarcasm was thick enough@LongShortTrader what about all those people making $10hr who lost a ton of their massive MLP holdings?@JeremyDSchwartz sounds more like it.@DavidSchawel the FT throwing cold water on the @ecb rumor."ECB has not put corporate bond buying on agenda" http://t.co/Km2prXUHWu
Retweeted by David Schawel@georgepearkes well credible meaning it's not been confirmed@georgepearkes not saying it's not reasonable, just that it's unexpected@georgepearkes didn't think the market thought expanding into such purchases was on the tableThis ECB / Reuters report is hard to believe - is this credible?@The_Analyst you're using an ebook?
@IvanTheK yeah results were a little "thin" on the ipadsLooking at Apple's income statement is just so amazing*APPLE SOLD 39.3M IPHONES IN 4Q, EST. 38M - unrealBeats revenue by $2.2bil@modestproposal1 true*CHANOS: PETROBRAS IS A SCHEME, NOT STOCK *ROUSSEFF: STILL UNKNOWN HOW MUCH GRAFT FROM PETROBRAS SCHEME
Retweeted by David Schawel@VincePagano cheap, no position or interest, but cheap@BarbarianCap it really is amazingDoubleLine seems to have CLO fever the last few months@IvanTheK @tradingpoints pound for pound, similar behaviour as others@barnejek now that's a bear flattening http://t.co/UoB6FpykNYJan16s back above 12%. Pretty amazing the amount of rate hikes priced in Brasil...
Retweeted by David Schawel@AdamHoge @DavidHaugh Yes and Jones saved a TD on play at the 2yd lineAn #MBAAnnual14 tidbit... Quicken Loans saw volume about double last week on rate drop, not feeling need to join rush to offer new products
Retweeted by David Schawel@guan @TheStalwart @shaneferro glad i have some misanthropic followers@TheStalwart you agree too?There's some people you just dread getting stuck on the elevator with...@IvanTheK I'm a fan too - have spoken with him a handful of time about tetragon@IvanTheK bloomberg data doesn't even go back that far@BrattleStCap sell puts@BrattleStCap you only live once@TheStalwart cc: @georgepearkes @IvanTheK #georgewasatabarmitzvahthisweekend@jamis8891 hey, you bought@michaelsantoli True, but you'd probably admit it's tough to continually reinvent yourself as a company. Impressive if they can.@michaelsantoli Yep, might not be any place to do that. It's just where they are in their lifecyle - not a knock but reality nonetheless...@mark_dow looks like a good bit higher@michaelsantoli 100% agree, but the cupboard probably eventually runs dry without any growth@DavidSchawel IBM revs flat but their financial engineering is *so* much better
Retweeted by David Schawel@AlexRubalcava good callIBM revenue is basically unchanged over the last 10 years
@davealevine @pmarca I could kick your dog and you'd say "Good idea, he needed a pick me up!" 😄@davealevine @pmarca yeah you might actually be the most optimistic person I know@CandiceLen she was playing with fireDoctors Without Borders: Surviving Ebola, Then Helping Others Fight Through It http://t.co/YUysVurMxJ@EventDrivenMgr why not? I was ready to invest based on that chart!!@EventDrivenMgr at least zero out the right axis!@mark_dow agree- maybe a desire by market participants to always have a satisfying/exciting explanation for all px moves@mark_dow agree on neither being game changers@mark_dow yeah I guess "huge" is debatable but I've seen estimates of roughly a 20bp of GDP boost to real private consumption@mark_dow globally yes, but as of now seems pretty nice for the U.S. (job gains over 200k, lower gas prices, lower mortgage rates, etc)@mark_dow everyone I've read admits it's a huge tailwind for the consumer - who is saying otherwise?@georgepearkes @NickTimiraos the growth out there is unreal & I can't help but think there's an unhealthy & unsustainable link to energy@NickTimiraos This won't end well@oknotsomuch this week a good bit, last week he played all-world... 0-3 at home 3-1 on road@oknotsomuch hard to say. Shaky defense, poor special teams, offense has untimely turnovers, just a combination really@oknotsomuch good question - I guess we just are bad@oknotsomuch calm down, your lions keep winning“@pdacosta: When will the Fed hike rates? "A good guess is around mid-2015 -@SFFedReserve's Williams" Mkt no longer believes these guesses@Jesse_Livermore Tom Lee to merge with Hussy, form market neutral fund@MacroHedge Id guess 50/40/10@Jesse_Livermore is there much difference between him & hussy? They each own the different ends of the extreme?@IvanTheK meaning I think that's highly likely@IvanTheK I'll give you 1:3 odds@CramersShirt I'll take no revenue growth for 500JG makes interesting point: most liquid bond Wednesday traded between 2.17 & 1.87%. How would emerging mkts fare in a real liquidity crisis?
Retweeted by David Schawel
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