chris brown

CIO at a wealth management business. 99% here to learn. 1% here to tweet.

[chris brown @cbsonic]

@rev_cap You are underestimating how much the regime needs money to survive. Jan riots were done by starving people. I think this is true with or without China's involvement.

[chris brown @cbsonic]

@RidyardMike It kind of is a competition? Or at least if you are not very good at it you should just admit it to yourself and buy the ETF.

[chris brown @cbsonic]

@Westamsterdam72 @TheSecretAcct I thought this was a funny troll but now I think you might be serious.

[chris brown @cbsonic]

@TheSecretAcct First three are completely wrong:
1. Don't sell low
2. Do buy low
3. When the recovery eventually comes quality/safety/what you feel good buying when its scary nearly always underperforms relative
4-6 look about right though!

[chris brown @cbsonic]

@TheSecretAcct What do you mean by private client default here? The wealth channel exiting private credit in the US or something else?

[chris brown @cbsonic]

@RidyardMike @TheSecretAcct Also I am not sure the dividend was really covered. These are zero terminal value assets so you need to allow for depreciation which they ignore when they report their numbers, dividend cover etc

[chris brown @cbsonic]

@JonSteinsson @grok what is the task-based model of production

[chris brown @cbsonic]

@RidyardMike Mate, bond yields are lower and the FTSE is down 30bps. I think you'll be OK.

[chris brown @cbsonic]

@Peston I'd be interested in the stock of wind vs the new wind installation flows.

It may be solar has made wind uncompetitive so what Trump says is true even with a large installed base of wind power.

[chris brown @cbsonic]

@orrdavid Hilarious you think those returns are a sign of failure

[chris brown @cbsonic]

@RidyardMike @DonaldPond6 185% NAV total return over 15 years is c. 7.2%p.a. which is believable.

Share price total return is 4.83% according to my BBG which is consistent with the 30% discount.

So basically I think they are right.

[chris brown @cbsonic]

@yieldsearcher ? 25bp cut priced in for Wednesday

[chris brown @cbsonic]

@blueprintsmb22 Nice BBG screen. Is that a bespoke launchpad or open BBG tool?

[chris brown @cbsonic]

@dampedspring "These nonsense predictions are useless for investing and simply allow folks to brag if they get it right."

= 90% of Fintwit.

[chris brown @cbsonic]

@asentance

[chris brown @cbsonic]

@PolemicTMM The bias is nearly all what you choose to put on the front page, much less how it is reported

[chris brown @cbsonic]

@PolemicTMM Mainly USD strength to me. EUR also weaker, Yen by more so MTD. GBP vs EUR probably explained by milder CPI meaning more rate cuts.

[chris brown @cbsonic]

@an10nev Genuine Q: how are the institutional side short vol?

[chris brown @cbsonic]

@asentance But equally this is 1% lower than your own forecast made 6 months ago. Would be interested in what has changed since then.

[chris brown @cbsonic]

@Vinny_Daniel0 @grok is this true