CJDIGS

[CJDIGS @cjdigs07]

Jerry Christmas #GratefulDead https://t.co/BH2LQInSN5

[CJDIGS @cjdigs07]

@patrick_oshag $KO

[CJDIGS @cjdigs07]

@BrentBeshore Beliefs are hypotheses to be tested, not treasures to be cherished -P. Tetlock

[New Century Advisors @NewCenturyAdv]

and...

[New Century Advisors @NewCenturyAdv]

What could go wrong? #bonds #rates #Treasuries

[New Century Advisors @NewCenturyAdv]

Core CPI +0.62% MoM, biggest jump since 1991. Half of the increase came from just 6 categories that combine for 12% of the total index. MV insurance +9.3% MoM. ‘Cyclical 5’ still down 4.3% YoY. More upside to come?

[CJDIGS @cjdigs07]

@FirstSquawk we xaa

[New Century Advisors @NewCenturyAdv]

Treasury ramps up issuance to fund massive COVID-19 programs but leaves TIPS issuance alone. If inflation is the answer to solving the growing debt problem, it makes sense to limit their liability. (Also makes sense to increase your inflation protection)

https://t.co/yrH4MalaoC

[New Century Advisors @NewCenturyAdv]

Mediocre growth, low inflation, still high USD net long positioning, and the FOMC forecast in line with market pricing could mean a tailwind for carry-related fixed income strategies for now.

[New Century Advisors @NewCenturyAdv]

Ellen Safir participated in Labaton Sucharow’s Women’s Initiative conference which convened outstanding women entrepreneurs in the investment industry and major allocators. The managers highlighted their experiences and challenges in growing their businesses. #investment #women

[Sarah Brown @SBrown97]

The real #appleevent! #USApples #USMCANow

[Sarah Brown @SBrown97]

I so admire Katty’s work and poise! She is one of my role models!

[Sarah Brown @SBrown97]

Excited to learn about the @FarmBureau member businesses who apply this year! Thank you to our partner @farmcredit and our sponsors @FarmBureauBank @JohnDeere @Bayer4Crops and @CountryFinancia for making it possible to support rural startups and innovation!

[Sarah Brown @SBrown97]

“This is alfalfa...” Mrs. Farmer Brown will forever be in school tour mode! @BrownsBrryPatch

[Sarah Brown @SBrown97]

Working for the weekend.

[Sarah Brown @SBrown97]

Another great harvest underway back home in NY, thanks to the amazing men and women who work for us and are a part of our Orchard Dale family! @Wegmans @BrownsBrryPatch #AgLabor #ImmigrationReform #Harvest #Family #FarmBureau #PrideofNy

[CRISPRcon @CRISPRcon]

Question from the audience: When can decisions about #geneediting be made locally & when do they need to be made globally? @ #CRISPRcon2019 Farmer Roundtable side event

[New Century Advisors @NewCenturyAdv]

Think US 10-yr Treasuries at 2% is out of the question? German Bunds just hit all-time lows of -.20%. https://t.co/kvDqfaFdSd #rates #Bunds #tariffs

[New Century Advisors @NewCenturyAdv]

A Fed re-pivot is clearly a big risk for markets. Back in 4Q'18, the equity market sell-off tightened financial conditions significantly, and the Fed was forced to reverse course. Can Powell risk being hawkish and expect a different outcome? #FederalReserve #Rates

[New Century Advisors @NewCenturyAdv]

@zerohedge Fed pivot not seen in breakevens. 3.43% is just 30 days of April 2019 TIPS carry extrapolated ->1yr. Not a Fed/mkt view. 1y CPI Swap also bounced but much less so (and driven by oil). Better gauge is Fed’s 5y5y Fwd BEI. Off Jan 3rd lows but meh. #Fed #Inflation