Eric N. Roseman

Passionately seeking to learn new things about life, work and others I admire every day

[Eric N. Roseman @EricRoseman1]

@elerianm Inflation nation lol.

[Eric N. Roseman @EricRoseman1]

@MilkRoadMacro Great post.

[Eric N. Roseman @EricRoseman1]

@draloneboy A true, great Canadian. Love Jean.

[Eric N. Roseman @EricRoseman1]

U.S. Tech Mania in Last Innings of Boom Phase , by @EricRoseman1 https://t.co/m6f1SSz9Aj

[Eric N. Roseman @EricRoseman1]

@porterstansb Porter, you're original rebuttal about Berkshire a few months back convinced me to cut my BRKB position for clients and myself by 50%. Excellent analysis. And I agree about BA, too. Hard to understand why a company needs $400 bn in cash or 40% of its market-cap.

[Eric N. Roseman @EricRoseman1]

@porterstansb Shameful. Totally agree.

[Eric N. Roseman @EricRoseman1]

Strong Swiss Franc will Force SNB Intervention , by @EricRoseman1 https://t.co/RgIh7b2tRK

[Eric N. Roseman @EricRoseman1]

It's Feeling a Lot like 2007 in Credit Markets , by @EricRoseman1 https://t.co/8fIwVZGFwG

[Eric N. Roseman @EricRoseman1]

@elerianm Most investors in PC or hedge funds don't appreciate the risks of becoming gated in a crisis or liquidity event. You might be correct; circa 2007?

[Eric N. Roseman @EricRoseman1]

@Enezator Not just a terrific actor, but Boeing 707 and 747 cockpit qualified.

[Eric N. Roseman @EricRoseman1]

@porterstansb Spot on...plus most tariff revenue collected might be redistributed to some of the population in the form of $2,000 one-time payments. Any positive offset for deficits etc. neutralized.

[Eric N. Roseman @EricRoseman1]

@elonmusk US-Sino conflict.

[Eric N. Roseman @EricRoseman1]

https://t.co/Z8303RMbKH

[Eric N. Roseman @EricRoseman1]

@Geniustechw Got old, but a true American. A real GOP.

[Eric N. Roseman @EricRoseman1]

@judyshel Love the idea. But has anyone ever done a definitive audit of supposed US gold at Ft Knox? Just how much is really there?

[Eric N. Roseman @EricRoseman1]

@porterstansb Spot on, Porter. All three. Dead right.

[Eric N. Roseman @EricRoseman1]

@JoeCarlasare What a silly post, spreading shit. Do your homework. Pure idiocy. Gold is a commodity and a monetary metal. Central banks, esp.China and Russia are buying tons of gold. It'll never go to zero. FYI, gold has outpaced the S&P 500 since 2000.

[Eric N. Roseman @EricRoseman1]

@andrewrsorkin Very true, Andrew. But each of those innovations and some of the companies that pursued said innovations, also endured spectacular busts. Bought 1929. Terrific read.

[Eric N. Roseman @EricRoseman1]

@elerianm CNBC comment today was telling. Thank you. In addition to investors hedging USD risk to buy US stocks, can the same be true, if not even greater, for US Treasury bonds? It would seem the argument for owning US duration is compellingly bearish.

[Eric N. Roseman @EricRoseman1]

@VividProwess No. It's sad. The only way to maintain any sense of co-existence is for Israel to maintain a permanent presence in Gaza along with international military support. This is a protracted conflict with no end in site.