MMerrill

[MMerrill @mmerrill094]

@dampedspring NDX implied correlation even lower https://t.co/MT33RsLfaE

[MMerrill @mmerrill094]

@Mike_Taylor1972 See $AZEK

[MMerrill @mmerrill094]

@CathieDWood Wasn’t GAAP established after the market crash of 1929 to prevent the use of deceptive "adjusted" numbers like @CathieDWood is referring to?
@WallStCynic

[MMerrill @mmerrill094]

@GardinerIsland The holdings show a $TSLA short position weighting of -75%.... Am I reading that correctly?

[MMerrill @mmerrill094]

@prpl8 The oversupply of apartments coming in 2023 is going to be epic. HH formation is grinding to a halt and millennial demand has been wildly exaggerated. @DiMartinoBooth @HedgeyeREITs

[MMerrill @mmerrill094]

@WallStCynic If you think that's bad go listen to $SLG earnings call... Some great quotes from Marc Holliday:
"SLG is underwriting low 6's cash on cost return"
"NYC (office) cap rates are solidly in the 4's"
"Negative leverage is just a fact of NYC"

[MMerrill @mmerrill094]

@MikeZaccardi @SqueezeMetrics could buybacks be the driver of a stubbornly high DIX?

[MMerrill @mmerrill094]

@mikesimonsen @AliWolfEcon @LoganMohtashami What do you make of the divergence between multifamily units under construction and units started?

[MMerrill @mmerrill094]

@hmeisler Have we reached single digit DSI on the $VIX yet? @hmeisler

[MMerrill @mmerrill094]

@hmeisler Thank you

[MMerrill @mmerrill094]

@DougKass @CNBCFastMoney Why not $AAL? Higher debt load at $41 billion and relies more on business travel for revenue than others. @DougKass