pat duff

[pat duff @patduffny]

@TheDougRush Look how clean the pocket was for burrows

[pat duff @patduffny]

@milrroe Can he throw under pressure

[Shooter McGavin @ShooterMcGavin]

Bronny at the Lakers first practice

[pat duff @patduffny]

@RichLightShed It would help if they had a CEO

[pat duff @patduffny]

@JesseRodriguez @RadioCity How long is Radio City shopping area closed

[pat duff @patduffny]

John Krosner: NFLX, ultimate great partner for broadcasting the Olympics

[pat duff @patduffny]

@hugenysportsfan @FiresideYankees Any lineup that doesn’t have Donaldson is a massive upgrade.

[pat duff @patduffny]

@njgiants80s @AlexWilsonESM He has no protection. No quarterback can execute an offense without an offensive line

[pat duff @patduffny]

@AdamSchefter The Jets are a cursed organization

[pat duff @patduffny]

@McJesse That’s funny. Trumps in deep doo doo. What’s best is his own recordings are going to incriminate him

[Streetinsider.com @Street_Insider]

BofA says clients net sellers of US equities for first time in 3 weeks $SPY https://t.co/Q7hv5wT1vQ

[Liz Ann Sonders @LizAnnSonders]

Hedge funds currently sitting with largest net short position in S&P 500 futures since late 2011

[Gavin Baker @GavinSBaker]

1) Super interesting from Variant Perception.

WARN notices lead unemployment claims by 4 weeks and they have gone vertical.

[Jim Bianco @biancoresearch]

Today the 2-year note yield declined 61 bps. This was the biggest one-day decline since Oct 1, 1982 (the first discount rate cut following the Sept 1981 all-time peak in yields).

To emphasize, today's decline in the 2-year was larger than any one day seen during the 2007 - 2009 financial crisis, following 9/11 ,and the 1987 stock market crash.

If markets signal ... what is the 2-year telling us???

[Nouriel Roubini @Nouriel]

US banks have roughly $620bn of unrealised losses. Their overall equity is $2.2tn. That is 28% of equity & includes banks like JPM or Citi where the ratio is much lower. For many smaller banks the ratio is close to 50%. So if a run were to occur they will be near dead like SVB!

[Jim Bianco @biancoresearch]

The 2-year is down 44 bps over the last two days (since Wed's close).

Only four other days in the last 40 years have seen larger two-day moves.

Oct 20, 1987 = the day after the largest stock market crash in history (-22%, Oct 19, 1987)

Sept 14, 2001 = two days after the 9/11 terror attack

Sept 15, 2008 = the day Lehman failed

Sept 29, 2008 = two days after the failed TARP vote.

These are all epically important days in market history.

Is today really in their league?

[Alf @MacroAlf]

Portfolio manager at one of the largest hedge funds in the world, and he specializes in real estate:

[pat duff @patduffny]

@FiresideYankees That’s what we thought last year

[pat duff @patduffny]

Daniel Jones! Say no more

[pat duff @patduffny]

@honestlyDG That’s like having Mush at the craps game.