Aron Pinson

Founder & CIO at Equinum LLC | CFA
Our social media posts are not investment recommendations. Please read our full disclosures @

[Aron Pinson @MicroFundy]

@puppyeh1 Yup... 80 in Miami - a nice red state with way fewer antisemites

[Aron Pinson @MicroFundy]

@aussieflya @jacklanger That's @_shmuli . Though, as you can imagine, we've been on our game as well!

[Aron Pinson @MicroFundy]

This isn't interest rate risk. It's not credit risk either. What would you call it? #PoliticalGrandstanding risk.

[Aron Pinson @MicroFundy]

Seems like it's more of a flight to maturities that are pre 6/1 vs selling of those post 6/1

[Aron Pinson @MicroFundy]

More than 100bps higher (annualized) yield for taking on an extra day of risk. #DebtCeiling #DebtLimit

[Aron Pinson @MicroFundy]

First Republic will always have a place in my heart. $FRC

[Aron Pinson @MicroFundy]

Just closed on my 2.95% 30 yr fixed refi!
#ThanksZirp #ThanksCommunityReinvestmentAct
#ThanksBernank
#ThanksJanet

[Aron Pinson @MicroFundy]

What happens to CS Structured notes?

[Aron Pinson @MicroFundy]

@CapitalObserver On this front... how close do the ADP numbers typically match up with BLS's?

[Aron Pinson @MicroFundy]

@CathieDWood "In our view, deflation is a much bigger risk than inflation."
Do you believe it's a more "likely" risk or did you purposely use the word "bigger" as in you believe it's a larger risk?

[Aron Pinson @MicroFundy]

@given2tweet https://t.co/Fg2fbTzkVU

[Aron Pinson @MicroFundy]

@sharkbiotech how haven't they written down goodwill? If your stock is down 90% don't you think all of your assets (including sendgrid, segment, zipwhip etc al) were impaired too?

[Aron Pinson @MicroFundy]

Since last week Tuesday...

S&P 500 -3.2%
$GOOGL -18.75%
$AMZN - 25.7%

[Aron Pinson @MicroFundy]

@dan64wiz @wggm @given2tweet @sharkbiotech I have spreads, so I'll have to wait.

[Aron Pinson @MicroFundy]

@wggm @given2tweet @sharkbiotech @dan64wiz you're right. All are being accelerated, but only to 11/18.

[Aron Pinson @MicroFundy]

@MicroFundy @sharkbiotech @given2tweet @dan64wiz forgot attachment

[Aron Pinson @MicroFundy]

@sharkbiotech @given2tweet @dan64wiz (Schwab) . All options are accelerated as per OCC memo at 54.20 cash. If closing were today, it would have been dicey... 5:28PM ET cutoff and would all depend on OCC adj memo. Hence yesterday's premium on weeklies vs next week

[Aron Pinson @MicroFundy]

@conorsen @hmeisler this isn't new... https://t.co/M8pwjXb8dl

[Aron Pinson @MicroFundy]

Just closed on my 2.95% 30 yr fixed refi!
#ThanksZirp #ThanksCommunityReinvestmentAct
#ThanksBernank
#ThanksJanet

[Aron Pinson @MicroFundy]

@sharkbiotech I didnt even know there was one. lol. (was out of town, only caught the end)