Shaun

@LogicalShaun

academic know-nothing

Heaven, aka, Boulder, CO
Joined October 2012
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  1. Feb 17

    Only a few hours until battles for it all.... Popcorn ready, Super Bowl leftovers reheated

    1 like
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  2. 18 Dec 2021

    I rarely tweet.

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  3. 4 Oct 2021

    I have no idea how contained this is or how much global exposure there is to China developers, but this, mixed with the steady stream of Evergrande news brings back all those 2007 feels.

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  4. Retweeted
    23 Mar 2021

    Update: We are saddened to hear of the passing of Terry Leiker in yesterday’s shooting. From : “Teri was a huge CU Buff fan. She went to every Pearl Street Stampede and loved going to sporting events. She had been a part of the CU Best Buddies program for years and

    11 replies . 129 retweets 1,157 likes
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  5. 22 Mar 2021

    Hero

    Rest In peace Officer Eric Talley. Your service will never be forgotten
    3 likes
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  6. 25 Feb 2021

    Throwback Thursday. My sentiments remain largely unchanged. Albeit, it is getting more attention. Its interesting to see the disconnect between market-based rates and the Fed funds rate. Breakeven's suggest inflation numbers well north of 2% and increasing...stay tuned.

    How is this not getting more attention? The yield curve movements over the past several weeks are insane and today's are especially remarkable.
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  7. 16 Feb 2021

    You want to know a very scary word? Stagflation.

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  8. 16 Feb 2021

    How is this not getting more attention? The yield curve movements over the past several weeks are insane and today's are especially remarkable.

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  9. 16 Feb 2021

    I know it is more complicated than this, but as I look at movements across the yield curve the last two months and current asset valuation levels, I'm beginning to think people don't understand discounting.

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  10. 26 Jan 2021

    All these wallstreetbets folks obviously found the "call" menu on their Robinhood apps. Just wait until they see there is also a "put" menu.

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  11. 26 Jan 2021

    Let's get this straight, , which is the Blockbuster of video games (or maybe Radioshack), now has a market cap that is about 30% of ? Do Sam Goody or Media Play stores still exist? If so, are they publicly traded and how do I buy OTM calls?

    2 replies . 1 retweet 4 likes
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  12. Retweeted
    6 Jan 2021

    There is only one thing that can resolve this crisis—an open letter signed by many academics.

    44 replies . 364 retweets 3,570 likes
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  13. Retweeted
    6 Jan 2021

    The Lincoln Project released the following statement about today's sedition and insurrection:

    1,166 replies . 16,987 retweets 53,603 likes
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  14. 6 Jan 2021

    Tyranny

    To the rioters: "We love you. You're very special."
    1 like
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  15. Retweeted
    6 Jan 2021

    What should happen in the next 24 hours: 1. Clear the Capitol—as peacefully as possible, but in any case remove the mob from the seat of the legislative branch of our government. 2. Reconvene and finish counting the electoral votes. 3. Impeach in the House, convict in the Senate.

    1,552 replies . 16,623 retweets 73,325 likes
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  16. 4 Dec 2020

    Target-date funds (TDFs) can be a massive rip-off. The best benchmark is a matched portfolio of comparable exchange-traded funds (ETFs), that is, a Replicating Fund (RF). My coauthor and I show that TDFs substantially underperform their RF counterparts.

    2 retweets 1 like
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  17. Retweeted
    12 Oct 2020

    ACCEPTED MANUSCRIPT 'ETF Arbitrage, Non-Fundamental Demand, and Return Predictability' Authors David C Brown, Shaun William Davies, Matthew C Ringgenberg Review of , rfaa027, Published: 07 October 2020

    3 retweets 5 likes
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  18. Retweeted
    9 Oct 2020

    Ladies & Gentlemen, I present to you, Delonte West . A long, long , long way to go, but he has taken the first steps and shared these with all of us as a thank you for the love and support.

    7,139 replies . 35,676 retweets 292,561 likes
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  19. Retweeted
    6 Oct 2020

    My take on Trump blocking the relief bill: he knows he’s about to lose and he fully intends to burn it all to the ground when he does. He doesn’t want to help save people that are going to vote him out. He wants them to suffer. It’s just the beginning.

    290 replies . 1,045 retweets 4,060 likes
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  20. 4 Oct 2020

    Let's hope DJT's condition improves. I'm just curious.

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