Special Situations Credit by day. Michigander lost in Manhattan always. Happy place is where the wild things go #FindYourPark #ProtectPublicLands nycJoined June 2009
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
10K Followers 773 FollowingJust a bottom bucket associate trying to get by | RX forever in my heart | dba “some goon on Twitter debtsplaining” | chief bank reporting officer
10K Followers 4K Followingonce l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
11K Followers 1K FollowingAn independent short-only investment firm.
X is Not Fin Advise.
Short: https://t.co/ofRJpAEMjI
Macro Credit: https://t.co/zJJixDTTDn
10K Followers 773 FollowingJust a bottom bucket associate trying to get by | RX forever in my heart | dba “some goon on Twitter debtsplaining” | chief bank reporting officer
96K Followers 2K FollowingWriter | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
117K Followers 845 FollowingI shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection.
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22K Followers 1K Followingmathematical physicist lost in a liminal space of events to take humanity toward the singularity of knowledge 📙 aspiring timelord
79K Followers 290 FollowingBill Gross is a renowned expert in the bond market and is at the forefront of thought leadership on the subject of fixed income investing. https://t.co/uyMZ9DarCd
1K Followers 243 FollowingAll things Fixed Income. No investment advice & only reflects my views. STEM. Animal rights. I measure things in OAS & Wine. Wine, Guns & Derivatives!
2K Followers 943 FollowingInvestor Advocate | Whistleblower | Auditing Wall Street’s rigged math in structured financial products and building models that beat them and the market.
45K Followers 455 FollowingCuriosity, wonder, quantitative research. Books, read/written. Desire is that which is missing. Evil twin of @yogappygappy. new book: https://t.co/ygOgypsEQ5
4K Followers 864 FollowingMember of Technical Staff at @AnthropicAI. Making Claude more reliable. Matt Levine and Scott Alexander fan. Prev SRE @Google and FDE @PalantirTech.
51K Followers 1K FollowingAuthor of WILL THERE BE FREE FOOD?, a series of true comedic personal essays, available on Substack to paid subscribers. hacking survivor.
35K Followers 1K FollowingPrivate Equity Investor skewing towards software.
Former Head of AI @ $1B+ PE fund.
Former Data Scientist using AI to source deals.
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19K Followers 1K FollowingLaughing Water Capital is a value focused private investment partnership focused primarily on public equities. No advice or reccos from this account.
48K Followers 183 FollowingFormer Chief Strategist / coHead of Global Research JPM, II Hall of Fame, BSC, BofA/ML, Physics PhD NYU. Gandalf, man who move(d) markets. Not Financial Advice
1K Followers 65 FollowingAsst. Professor, Stanford MS&E. Ex-Principal Researcher at Microsoft Research, working on machine learning, econometrics, causal inference, and game theory.
340 Followers 428 FollowingData scientist @EpochAIResearch
Alum @williamandmary and @harvard
Likes: books, nature, science, cooking, current events
Dislikes: social media
54K Followers 0 FollowingExploring theories of everything, consciousness, Ai, and God. Early access episodes: https://t.co/9HHWJeJbKw
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33K Followers 3K FollowingQuant Research @Bloomberg, opinions my own. Perpetually curious, but also "incredibly unsophisticated" (according to Chamath Palihapitiya).
6K Followers 789 FollowingLooking for quality with promising long term equilibrium. Opinions irrelevant, but argue with me anyways. Working on @Clarity_Markets
12K Followers 766 FollowingCo-founder: @accreditedLP | Empowering fellow investors and providing unbiased insights. Join over 6,000 subscribers ⬇️ Some (a lot of?) satire
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What I'm on this site for: promoting my blog ( https://t.co/GwKY6jjw3N ) and making dumb jokes.
62K Followers 454 FollowingWe envision a world where technology supports our shared well-being, sense-making, democracy, and ability to tackle complex global challenges.
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