Surprised @CliffordAsness isn’t outraged about SIVB #volatilitylaundering given its giant, highly levered balance sheet isn’t fully marked to market under HTM accounting. The systemic risk here makes concerns about PE marks seem misplaced.
628 Followers 924 FollowingAnonymous real estate capital markets pro. Built, scaled, and exited a private debt fund. $3Bn+ transaction history. Sharing insights, not inv. or legal advice
40 Followers 858 FollowingCo-CIO of Ambrus| (Focus: Volatility Trading / Tail risk hedging )|
@penn
guy ( These are my personal thoughts and not the opinions of Ambrus)
41K Followers 469 FollowingIB RX - MF PE - HF Investor sharing lessons mostly on Restructuring and Distressed Debt - Check out Pari Passu! DMs are open!
67K Followers 290 FollowingChief US Economist, Bloomberg LP @economics. Former Fed/CEA/US Treasury, @uchi_economics @UCberkeley. All opinions are my own.
3K Followers 348 FollowingCorporate Athlete | Father/Husband | CEO @skyebioscience | HWPO | Innovation is the foundation for individual transformation. @torpedojournal @yellcanada
10K Followers 392 FollowingJust a big fan, never marched outside of High School & College | WMU/KVCC/MSU/HWU | ΦΜΑ-ΔΙ & ΚΚΨ-ΜΔ | He/Him | Ally 🏳️🌈🏳️⚧️ | Brewer
7K Followers 1K Following@CarnegieMellon Endowment Managing Director of Investments / Used to play football @ PSU & Steelers / Tech enthusiast / Tweets my own
24K Followers 6K Following残り物には福がある. Trafiquant de l’ésotérique. Int'l Man of Mycterism. Usually couth, sometimes kempt, often gruntled. Strong convictions, held weekly (or more often).
31K Followers 412 FollowingCo-founder, ColdIQ ($6M ARR in under 2 years) | Helping B2B companies scale revenue with the best GTM systems | https://t.co/JbSDyoIlPE
8K Followers 262 FollowingI’m interested in post bankruptcy, NAV, and undervalued micro and nano cap stocks. Margin of safety over everything. I write about cheap stocks.
67K Followers 5K FollowingThoroughbred racehorse fan and horse player first! Dedicated to the long term care of equine athletes and owner of Resolute Racing and Resolute Farm
628 Followers 924 FollowingAnonymous real estate capital markets pro. Built, scaled, and exited a private debt fund. $3Bn+ transaction history. Sharing insights, not inv. or legal advice
36K Followers 3 FollowingJungle Rock Capital is a quantitative investment research and indexing company. It provides institutional research services. @JungleRockRes 🇬🇧🇰🇾🇺🇸
2K Followers 918 FollowingFor Entrepreurs: Business + Wealth + Purpose + Family
Published Author of 'Money with Purpose: Receive the Dividends of an Undivided Financial Life.'
183K Followers 428 FollowingHelping people build wealth since 2017. Author of Just Keep Buying (https://t.co/q98gHouElD) & The Wealth Ladder (https://t.co/UUf1a8ZLTO)
3K Followers 666 FollowingPM - Global Head of Intra & Cross Market Orgy Trading. Forbes 69 under 69. TED Speaker in Sexual Convexity. Allergic to charlatans. PhD in Deez Nutzsonomics.
20K Followers 27 FollowingWorks in Progress is a magazine of new and underrated ideas to improve the world. Subscribe to our new print edition now. We are proud to be part of @Stripe.
24K Followers 10K FollowingFormer Quant Investor, now building @lumeraprotocol
(formerly called Pastel Network) | My Open Source Projects: https://t.co/9qbOCDlaqM
3K Followers 911 FollowingAn electrical engineer’s approach to saving, investing, and personal finance. These are my opinions and not investment advice.
4K Followers 248 Following♥️ public distressed, made-whole 15c CCCs, fulcrums to the moon, dictators in credit committees, priming doc loopholes, Kirkland, ch11 x n, and 🍄
87K Followers 878 FollowingPresident of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that order
15K Followers 479 FollowingChief Correspondent, Bloomberg. Writes on hedge funds. Talks to his plants. Retweets & likes r not endorsements. Tips to [email protected]
4K Followers 573 Followingequity volatility / macro portfolio manager at multistrat hedge fund/ all views my own and don’t reflect any views of an employer
21K Followers 3K FollowingI like stocks, leverage, nicotine, open borders, hotels, and Coca-Cola. I work in wealth management/family office services. Personal thoughts, not advice.
2K Followers 1K FollowingSarcastic skeptic, trying to avoid becoming a cynical curmudgeon. Bayesian. Can be convinced of others views, it takes a lot of quality data. Ex MS DPG/PIMCO
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