Special Situations Credit by day. Michigander lost in Manhattan always. Happy place is where the wild things go #FindYourPark #ProtectPublicLands nycJoined June 2009
Currently feels like strange inflection pt for market given the increasingly bifurcated views of non- vs institutional capital. It’s not just different sentiment or expectations - it’s a total disconnect in key drivers
Let’s see if the can-kicking road is nearing its terminus or…
Have long believed journalists, esp investigative journalists, play a critical role for any good, developed society. You need a powerful corrective force, akin to short sellers in markets, for information related to entities w/ power
Anyone w/ love or patriotism for this country…
Have long believed journalists, esp investigative journalists, play a critical role for any good, developed society. You need a powerful corrective force, akin to short sellers in markets, for information related to entities w/ power
Anyone w/ love or patriotism for this country…
Is there a better feeling than seeing bonds rally post-earnings on your thesis (no one did PF math/read A&R CA, disclosure’s terrible) after you pitched multiple L/S credit friends last week only to be dismissed bc “everyone knows it’s a consensus short”?
Asking for a friend 😇
Surprised this isn’t gaining more traction - planned WBD split has blocking provision for bondholders to sign co-op agreements. Today’s bondholder consent deadline but is on-track to pass
Would takeaway a key negotiating tool of creditors in LMEs to the benefit of borrowers thus…
Surprised this isn’t gaining more traction - planned WBD split has blocking provision for bondholders to sign co-op agreements. Today’s bondholder consent deadline but is on-track to pass
Would takeaway a key negotiating tool of creditors in LMEs to the benefit of borrowers thus…
Sometimes still can’t believe that the most incredible, impressive humans I know are somehow also my friends and mentors 🤍
Truly the greatest wealth one can have in life is measured by the people who surround you
Interested in how this affects future mountaineering. Feels poetic that it mirrors scuba’s innovation of trimix gas
Seems clearly good to reduce altitude sickness/deaths for hobbyist climbers. Wonder if professionals follow baseball/requires no-oxygen for future records
Interested in how this affects future mountaineering. Feels poetic that it mirrors scuba’s innovation of trimix gas
Seems clearly good to reduce altitude sickness/deaths for hobbyist climbers. Wonder if professionals follow baseball/requires no-oxygen for future records
Love the anecdotal aside that 1993 Desertron/SSC’s defunding caused a generation of string theorists to enter finance & create HFT. My string theory & algo trading fascination in HS is marginally less weird
@StanfordGSB’s View From The Top w/ Ken Griffin youtu.be/GuF14oKon8A?si…
If I were mistakenly deported to a Salvadoran prison I would simply beckon to the guard and say, "My good man, there appears to have been a mistake."
When he answers in Spanish, I'd say, in French, "What say you we converse in the international language of diplomacy?"
The more cross-asset I learn, the more resentful I am that most all financial concepts aren’t taught in terms of options payouts and factor models
Why are we not taught Day 1 to think of stocks as a combined long call and short put? How is this not the most correct way?
The older I get, the more I am at-once:
a) sad/regret choosing in-state tuition over prestige
b) grateful as so many Stanford undergrad alums I happen across have impressive accolades such that I fear I would’ve been out of my depths there
Ever wondering for the road not taken
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10K Followers 771 FollowingJust a bottom bucket associate trying to get by | RX forever in my heart | dba “some goon on Twitter debtsplaining” | chief bank reporting officer
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