Selected Tweets

This is very interesting observation by Adam Robinson

I hope trade war settled soon.

China in bind.

Any retaliations hurt China far more than US.

US stocks hurt, but Chinese stocks hurt far more.

If it "dumps" US bonds, in chaos global capital will flood to safest haven—

leading to paradoxical result: rise in US bond prices!

— Adam Robinson (@IAmAdamRobinson) May 14, 2019

Thoughts on $IBKR Interactive Brokers

Thoughts on IBKR Q1/2019

— Jerry Capital (@JerryCap) April 17, 2019

Pricing Power

youre looking for a demonstration of pricing power? pic.twitter.com/0joudYFY8P

— Bluegrass Capital (@BluegrassCap) April 17, 2019

Moelis $MC

Moelis $MC not messing around (middle pane) https://t.co/7gf4TsY7eW pic.twitter.com/FGYrovJrBs

— WTCM (@WTCM3) April 9, 2019

The Contango Story

An old gem I came across in my files: The Contango Story - A classic 4-pager on a 100-bagger in oil and gas. Should be mandatory reading for anybody in that business.https://t.co/zaa0ThMPUr

— Chris Mayer (@chriswmayer) May 11, 2019

Observation of  WeWork’s "Investment" Losses

"What gets lost in all the red ink, Mr. Neumann and his Chief Financial Officer Artie Minson said, is that WeWork’s losses are largely due to investment in businesses that make money."

..."WeWork’s losses are largely due to investment in businesses that make money."
WHATTHEFUCK.

— Yield Curve (@TenYearNote) May 15, 2019