Patrick Chovanec

@prchovanec

Managing Director, Chief Strategist at Silvercrest Asset Management, Adjunct Professor at Columbia University School of International and Public Affairs

New York, NY
Vrijeme pridruživanja: kolovoz 2009.
40 tis. fotografija ili videozapisa Fotografije i videozapisi

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  1. Prikvačeni tweet
    8. sij

    Will the US have negative interest rates, and what are the implications for markets? You can read my 1Q2020 quarterly note here:

    6 proslijeđenih tweetova 17 korisnika označava da im se sviđa
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  2. prije 1 sat

    And yes, you can diversify your supply chains, but overall capacity will still feel a crunch. And this assumes that this and future epidemics can really be contained in their county of origin. Hopefully, but I wouldn’t bet on it.

    1 reply 1 proslijeđeni tweet 4 korisnika označavaju da im se sviđa
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  3. prije 1 sat

    The risk of infectious pandemics interrupting global supply chains is real, but hardly unique to China. The notion that the “solution” is simply to shift supply chains away from China is deceptively appealing.

    5 replies 4 proslijeđena tweeta 17 korisnika označava da im se sviđa
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  4. prije 1 sat

    8 korisnika označava da im se sviđa
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  5. prije 1 sat

    The 2020 Iowa Caucus ... brought to you by Huawei.

    1 reply 1 proslijeđeni tweet 11 korisnika označava da im se sviđa
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  6. proslijedio/la je Tweet
    prije 13 sati

    Canceling nuclear has its costs.

    Denied nuclear, Japan's utility companies rush to build massive new coal plants.
    25 replies 382 proslijeđena tweeta 1.624 korisnika označavaju da im se sviđa
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  7. prije 2 sata

    Why is everyone upset this morning about the Caucasus?

    10 replies 11 proslijeđenih tweetova 72 korisnika označavaju da im se sviđa
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  8. prije 2 sata

    My 7-year old daughter has two requests: 1) A cuckoo clock but with a unicorn that comes out and says “Unicorn!” 2) Purple glasses that make everything look purple.

    22 korisnika označavaju da im se sviđa
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  9. proslijedio/la je Tweet
    prije 13 sati

    Love in a Time of Coronavirus. (From a form I had to fill out on a domestic flight.)

    9 replies 60 proslijeđenih tweetova 190 korisnika označava da im se sviđa
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  10. prije 2 sata

    “Forget it, Jake. It’s Iowa.”

    1 proslijeđeni tweet 11 korisnika označava da im se sviđa
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  12. prije 2 sata

    Thereabouts.

    German television 😵
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    3 proslijeđena tweeta 21 korisnik označava da mu se sviđa
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  13. prije 2 sata

    Which do you feel less comfortable letting your children watch?

    1 reply 4 proslijeđena tweeta 5 korisnika označava da im se sviđa
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  14. proslijedio/la je Tweet
    prije 19 sati

    Iowa caucus winning chances: Sanders: 2 in 5 (41%) Biden: 1 in 3 (32%) Buttigieg: 1 in 7 (14%) Warren: 1 in 10 (10%) Klobuchar: 1 in 40 (2%)

    580 proslijeđenih tweetova 2.350 korisnika označava da im se sviđa
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  15. proslijedio/la je Tweet
    prije 16 sati

    Oil bear market deepens as OPEC talks emergency action to deal with coronavirus crisis

    6 proslijeđenih tweetova 5 korisnika označava da im se sviđa
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  16. prije 15 sati

    And who knows? They might be right.

    5 proslijeđenih tweetova 79 korisnika označava da im se sviđa
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  17. prije 15 sati

    When a politician tells you "We're saying 'Merry Christmas' again", they're actually telling you "I think I'm talking to an idiot."

    3:10
    .: "We’re saying 'Merry Christmas' again." 
    115 replies 382 proslijeđena tweeta 1.575 korisnika označava da im se sviđa
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  18. proslijedio/la je Tweet
    prije 16 sati

    This from John Bolton’s longstanding aide and colleague

    ., You've let down your country. I worked loyally for you for 15 years. Yes, the Senate was never going to convict, but you had the opportunity to provide them with the info so they could make a fully informed decision. Guess it was about book sales after all.
    20 replies 714 proslijeđenih tweetova 1.698 korisnika označava da im se sviđa
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  19. proslijedio/la je Tweet
    3. velj

    It seems increasingly clear that the US is more interested in talking about strategic competition than in actually competing strategically. I’m no Clausewitz, but I’m fairly confident that settting the bar in a place where you are certain to fail is a good way to, well, fail ...

    Not to be a pill but location matters. The United States has a precisely 0.000% chance of persuading Kazakhstan to not do business with China or take Chinese investment. “Mike Pompeo: Do business with U.S., not China” - Washington Times
    24 proslijeđena tweeta 70 korisnika označava da im se sviđa
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  20. proslijedio/la je Tweet
    2. velj

    BREAKING: Brent touches a 1-year low of $55.77 a barrel on fears about Chinese oil demand (April contract has become now the front-month). WTI is fighting to stay above $50 a barrel. Read on our story about Chinese demand, with

    5 replies 71 proslijeđeni tweet 101 korisnik označava da mu se sviđa
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  21. proslijedio/la je Tweet
    3. velj

    Turkish and Syrian troops traded deadly fire in Syria's northwest on Monday, raising tension between Ankara and regime backer Moscow over the rebel enclave as President warned Russia not to stand in the way of its response

    9 replies 50 proslijeđenih tweetova 55 korisnika označava da im se sviđa
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