Michael

@profplum99

My views only

San Francisco, CA
Vrijeme pridruživanja: prosinac 2012.

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  1. 31. sij

    Writing and thinking, not empty...

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  2. 30. sij

    FWIW, this was one of my all-time favorite interviews. Drops tomorrow.

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  3. 30. sij
    Prikaži ovu nit
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  4. 30. sij

    Macro hike complete... world’s problems solved... now 🍺

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  5. 27. sij

    Nice stroll down memory lane with of AlphaExchange and MRA. Was a blast to sit down and talk.

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  6. 25. sij

    Important to understanding repo spike and aftermath

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  7. 24. sij

    Favorite insight from the evening: everyone thinks I actually look like Wallace Shawn. He’s 5’2, I’m 6’4. Closer in height to the giant, hair somewhere in between

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  8. 23. sij
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  9. 23. sij

    Reminder 1/23, not 2/23. Early arrivals may be ignored as I’m still on clock, but really looking forward to meeting new friends

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  10. 21. sij

    Said differently, there was a bubble in mortgages facilitated by financial engineering. The home prices themselves, not so much. Wonder if we could find other examples of this... 😂

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  11. 20. sij
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  12. 20. sij

    Great thread, esp the comment about a good night’s sleep. Debating writing my first Medium piece on the importance of this having spent the last 15 years sleep deprived via casually treated sleep apnea that I improperly diagnosed as “work related”. Get sleep and learn about VXX

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  13. 18. sij

    No political view, but please... huge December number is a seasonally adjusted phenomenon driven by lowest heating degree days in history (warmest Dec on record)

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  14. 17. sij

    Great thread from . Shockingly these problems are not rooted most deeply in economics, but in finance. TRILLIONS of capital are misallocated under flawed theories. The only answer is to exploit the errors while educating regulators, industry and investors

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  15. 16. sij

    I mean... it’s still a higher low... with positive divergence

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  16. 16. sij

    Apologies to ALL. Meant 1/23!!! January 23rd, 2020. Long flights...

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  17. 16. sij

    Ok, this is an experiment. Have a free night in NYC 2/23. Grabbing drinks with , and unconfirmed reports of . 7:30pm . No reservations will be made. I’m out no later than 9:30pm. Beauty rest and all. Behave.

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  18. 15. sij

    And quick apology for not sourcing — this is Ken French data through June 2019

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  19. 13. sij

    Really nice piece from . Worth the read to contemplate how centralization/consolidation can offer efficiency gains, but also increases fragility.

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  20. 11. sij

    The responses to Rosenberg’s tweet are illustrative.

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