Archive

Twitter

On a positive note new COVID-19 cases in Washington state have declined the last 2 days (216 on wed, 210 on Thu, 14… https://t.co/t2egtakn7X

Read More »

Hi @jasonintrator @scottjshapiro Bagehot actually had a description for this: the “dignified” v. the effective pa… https://t.co/VxSyqnYD5r

Read More »

Preparing for long haul! Amidst the chaos & credit squeeze of last weeks top draw US corporates have rushed to issu… https://t.co/mA8wzgg79j

Read More »

Mike Davis on corona politics interview by @DanielDenvir on corona politics … MUST LISTEN! https://t.co/VkRbfMDDxJ

Read More »

As @RobinBrooksIIF points out the assumption seems to be that the hit to EM from COVID-19 will be less bad? But w… https://t.co/KxOuxsF16E

Read More »

The credit squeeze hitting corporate America: “It’s brutal. We have never seen such a big move in such a short amou… https://t.co/JuClUVyBOT

Read More »

@LoriMayhewDelta @NICC_Canada Hi @LoriMayhewDelta thanks I Remember @NICC_Canada event fondly. Look forward to the return of good times.

Read More »

So far, one piece of good news is that the renminbi is NOT leading the EM currency rout. @SoberLook https://t.co/TXdwuqNk3F

Read More »

Equity market selloffs in Philippines & Chile, two high-performing EM, have been catastrophic. Data via @SoberLook https://t.co/tmde5nyx4H

Read More »

This is an interesting story about scaling up sanitizer production fast. But OMG is the @FT actually paid to deliv… https://t.co/NaYG3SPAFn

Read More »

Two big EM doom-loop worries: Mexio-Pemex South Africa-Eskom. Neither received any relief this week from effort to… https://t.co/BN8sF6IkpV

Read More »

US oil prices have plunged to levels not seen since 2002. Are we at bottom? @SoberLook https://t.co/8J6iIpcAL8

Read More »

Has anyone seen any work on the weird interface between professional investment advice and amateur evolutionary bio… https://t.co/uIYZu6M07S

Read More »

March 2020: American healthcare worker hand-sewing Ersatz masks. An image it will be hard to erase. https://t.co/PQ0FiEWo4w

Read More »

If I read this graph correctly it confirms the hunch: Why would you not invest in a broad-based US health care inde… https://t.co/fen15PK8tK

Read More »

@RCownie @Richard_Florida Agreed … all eyes on them. And then we have to figure out what is actually transferable.

Read More »

Only 20% of 42k corporate bonds in market trade every day -> prices are stale -> movements in ETF indexes based on… https://t.co/S5ynrsl0u7

Read More »

The shares of US homebuilders have fallen more in the last week than they did in any equivalent period 2008-9. Wors… https://t.co/4jxzPBb1sv

Read More »

@RCownie @Richard_Florida You are right. I should have put it less normatively. It is more in the manner of a predi… https://t.co/g6J0RJn6qw

Read More »

@Augstein Wenn die Kapazität der Intensivstationen nachhaltig vorbereitet ist!

Read More »

In the next 12 months US banking and automotive industries would normally be looking to roll over 12.6% and 15.1% o… https://t.co/hXo89QWiPp

Read More »

Excellent papier de @Gemenne dans @lemondefr daté d'hier 👍 De l'importance des États de leur capacité d'action et… https://t.co/OhJlfyDF3p

Read More »

BAD timing: $500 billion of US investment-grade (IG) corporate debt is set to mature in the next 12 months. This is… https://t.co/3b3QvRPdwN

Read More »

@ted_morris Any physical barrier helps … British testing has shown good results with t-towels, t-shirt cloth materi… https://t.co/NvmqTH1DwX

Read More »

@Richard_Florida The bottleneck are not the dormitories but the ICU units. Once the curve is flattened to below the… https://t.co/ifu9xtG16o

Read More »

The man on the left is Larry Edgeworth. I met him as the sound tech on our team that covered the Romney campaign in… https://t.co/XzKsvTdd9P

Read More »

HY municipal bond index plunging. This is terrible for the ability of local gov in the US to fund infrastructure &… https://t.co/aqsoYo14Pq

Read More »

New: “It first struck me how different it was when I saw my first coronavirus patient go bad. I was like, Holy shit… https://t.co/f09BvhnfEv

Read More »

IT IS NOT ABOUT YOU PROTECTING YOURSELF. IT IS THE MASK ON THE OTHER PERSON’S FACE THAT DOES THAT. IT IS ABOUT US P… https://t.co/4HBT2aR1Hz

Read More »

Berlin clubs are now just live-streaming DJs, which means that my 66 year old mother-in-law was up at 6 am and has… https://t.co/BRHjx6cxvt

Read More »

Even investment grade private debt is selling off. Badly. We are not in 2008-9 territory yet but heading that direc… https://t.co/ZaAB4gVQUK

Read More »

For the average American the best way to tell if you have covid-19 is to cough in a rich person’s face and wait for their test results

Read More »

The price of insuring high yield corporate debt has gone up … way up! That is going to put a painful squeeze on cor… https://t.co/riIcRvDIjU

Read More »

PHOTOGRAPHY & CREATIVE INTRODUCTIONS As many of us will be on #lockdown & online more, I thought I'd create an int… https://t.co/ixplLAruqi

Read More »

If there is one type Treasury everyone wants, it is the most cashlike, short-term treasury bills whose yield is now… https://t.co/erOk5FuoNz

Read More »

“I liken it to sitting on a Gulf shore when a hurricane is offshore,” said Dr. Graham, from Michigan. “It’s a quest… https://t.co/6e5qHdWiFU

Read More »