Frederick

[Frederick @FNolde]

@compound248 Great thread. Like many issues these days, tariffs have unfortunately become politicized, leading to a lack of unbiased debate and discussion. Buffett now calls tariffs an "act of war", yet in 2003 he touted their benefits in a Fortune cover story - https://t.co/v65q7DbhqS

[Frederick @FNolde]

@michaelxpettis What do you make of the argument that income inequality in the U.S. has actually declined over the last 50 years once you adjust for transfer payments and taxes? https://t.co/Ae80BMQawq

[Frederick @FNolde]

@compound248 I hear they are calling the combined entity CreditBS

[Brad Franklin @Cavs_Corner]

Pretty sure growing up the number of times we ever went to Charlottesville and didn’t go to Mincers was less than five, if even that many. One of my dad’s favorite spots in the entire world I think.

Condolences to the Mincer family.

[Frederick @FNolde]

In the month of December, $AAPL added a $BABA in market cap (~$300B).

[NCAA March Madness @MarchMadnessMBB]

From UMBC to the #FinalFour!

@UVAMensHoops’ journey to Minneapolis is from a storybook. #MarchMadness

[Frederick @FNolde]

@AitkenAdvisors Hi James. This is Frederick Nolde from Investure. Happy New Year to you. I would like to follow you on Twitter if possible. Thank you!

[Frederick @FNolde]

@hussmanjp Thank you, will be interesting to follow.

[Frederick @FNolde]

@hussmanjp Would love an update to your Jan 2011 paper on liquidity preference and monetary velocity: https://t.co/0Y6txrErBC. Given the rise in 3mo T-bill yields, why hasn't velocity increased? Thanks.

[Frederick @FNolde]

@hussmanjp Hi John. I have an article and question related to ROIC/margins that I would like to send you. What is the best way to do so?

[Frederick @FNolde]

@billhester Hi Bill. I'd like to email you and John an interesting analysis on profit margins/ROE's. What is the best way to contact you?

[Frederick @FNolde]

Profit Margins in a "Winner Take All" Economy: http://t.co/h19pkREDVp