CDOSquaredCapital @CDOSqrdResids

Washington, D.C. Joined July 2021

Tweets

4K
Followers

3K
Following

1K
Likes

7K

Aravind Srinivas @AravSrinivas

4 months ago

Financial Researcher/Analyst is now a prompt on Perplexity Labs

110 415 4K 1.9M 5K

Download Video

CDOSquaredCapital @CDOSqrdResids

a year ago

JJ redick will not work out for the Lakers. Terrible decision for them, not terrible decision for him. Just noting it here.

0 0 1 358 0

CDOSquaredCapital @CDOSqrdResids

2 years ago

Problem solving isn't taught, but click on my thread if you want me to teach you.. hate this place

Alex Brogan @_alexbrogan

2 years ago

Problem solving isn't taught, but click on my thread if you want me to teach you.. hate this place

39 404 2K 815K 5K

0 0 4 653 0

One reason why working class people resist upward social mobility: many disapprove of the duplicity, savvy self-promotion, and artful deceit required to advance in the world of the upper-middle-class professional. a.co/d/3GTxEm1

194 773 5K 1.2M 3K

Download Image

Ali Wolf @AliWolfEcon

2 years ago

How are builders looking at home prices for next year? Flat to modestly up.

5 13 34 15K 6

Download Image

CDOSquaredCapital @CDOSqrdResids

2 years ago

They're coming for your job. Pod Bois specifically

AK @_akhaliq

2 years ago

They're coming for your job. Pod Bois specifically

4 68 332 66K 340

Download Image

0 0 4 636 0

Skanda Amarnath @IrvingSwisher

2 years ago

The vibes they are a-changin’

8 42 257 431K 14

Download Image

CDOSquaredCapital @CDOSqrdResids

2 years ago

$COOP Mr. Cooper late last week revealed that the cybersecurity “incident” disclosed in October is going to be more costly than originally thought. Moreover, the publicly traded lender/servicer said a forensic review found that “personal information relating to substantially all…

0 0 1 346 0

CDOSquaredCapital @CDOSqrdResids

2 years ago

"...purchase of a $7.2 billion portfolio of super-prime recreational vehicle (RV) loans from BMO Bank National Association, part of BMO Financial Group (“BMO”). Concurrently with the sale, BMO purchased approximately $6.4 billion of senior notes collateralized by the sold loans."…

0 0 0 327 0

CDOSquaredCapital @CDOSqrdResids

2 years ago

Apollo Global Management is setting up a company that will give investors exposure to asset-backed loans generated by its credit operations for an initial investment of as little as $2,500. bloomberg.com/news/articles/… via @markets

0 0 3 355 0

Yaron Naymark @1MainCapital

2 years ago

Jefferies: HF long/short spread is -10% over two days. That's the 2nd worst two day move ever. Stating the obvious, but max pain/chase. 3+ standard dev moves all over the place...pain/chase levels are 10 out of 10

6 32 269 115K 58

Nick Timiraos @NickTimiraos

2 years ago

The Powell pivot begins. Dec 1: “It would be premature to … speculate on when policy might ease.” Dec 13: Rate cuts are something that “begins to come into view” and “clearly is a topic of discussion.” What a difference two weeks can make. wsj.com/economy/centra…

81 263 1K 319K 110

BuccoCapital Bloke @buccocapital

2 years ago

To those who doubted the soft landing You doubted the indomitable will of the American spirit. You doubted the strength of our institutions You doubted us - we nation of strivers, and believers, together in a land of opportunity May your account go to 0 God bless America

79 96 2K 257K 73

Cullen Roche @cullenroche

2 years ago

I suspect today’s FOMC isn’t too meaningful. Powell should come out, talk tough, say the mission isn’t accomplished, hold the line on rates and go enjoy the holidays.

5 3 48 8K 0

Jerry Capital @JerryCap

2 years ago

"a November report from the Council on Criminal Justice, suggest that shoplifting outside major cities like New York has decreased since the start of the COVID-19 pandemic."

2 1 0 359 0

Paulina Restrepo-Echavarria @paures12

3 years ago

Is a “soft landing” possible? In this new working paper with Anton Cheremukhin we contribute to the debate by bringing to the table a new theoretical argument that says that it is not only possible but reasonable in the current context of the labor market: 🧵(1/8)

16 95 477 0 223

Download Image

Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

2 years ago

10yr TIPS yield back under 2%

2 13 23 5K 0

Download Image

Reuters @Reuters

2 years ago

Cotton Candy and Pink Lemonade: A new breed of e-cigarette has addicted teenagers and confounded regulators worldwide by offering vapes in cheap, disposable packages reut.rs/4863Huo

3 9 9 38K 1

BuccoCapital Bloke @buccocapital

2 years ago

The 3 critical paragraphs from Daniel Ek's Spotify layoff email 1) This seems abrupt b/c our earnings were good. But our cost structure is broken 2) Our cost structure was from when money was free. That era is over 3) No more "work around the work" Honest, direct, no bullshit