Kevin Payne

[Kevin Payne @paynekr]

@Brigati_C @MebFaber You are not capable of clear thinking.

[Kevin Payne @paynekr]

@MebFaber Not 75% to 25%, but certainly adjusting to a less concentrated portfolio. Buying TIPS and GAA.

[Kevin Payne @paynekr]

@asymmetricinfo Sorry, I am against single purpose kitchen gadget clutter.

[Kevin Payne @paynekr]

@MebFaber @NatBullard Right, few think of the possibility that we may end up in jobs that we cannot yet imagine.

[Kevin Payne @paynekr]

@SeattleWXGuy @JDVance Why is my choice between anti-imigration and open borders? Quit your tribal politics and provide legal (Documented) immigration.

[Kevin Payne @paynekr]

@PeterZeihan Next do electric rates, then home insurance and then home prices.

[Kevin Payne @paynekr]

@CliffordAsness Next time those of you in the US healthcare system pay a boatload for a prescription, remember you are paying for the next great drug for the world. You are not paying much for your prescription.

[Kevin Payne @paynekr]

@MebFaber I just can’t take it.

[Kevin Payne @paynekr]

@KevRGordon Right. I don’t think that those telling us how bad the Fed is could actually do their job.

[Kevin Payne @paynekr]

@MebFaber Watch for boob signings to rise exponentially.

[Kevin Payne @paynekr]

@KathyJones They are a lot of work to interpret.

[Kevin Payne @paynekr]

@philipaklein @asymmetricinfo As a Grandparent of violent autistic boy I know the conflict. Everyone wants the student to be mainstreamed and live as close to a normal life as possible. However, you don’t know when a trigger will occur. Teachers often don’t know the student and lack training. It is all bad.

[Kevin Payne @paynekr]

@intheyield Is the x axis supposed to be quarters, not months?

[Kevin Payne @paynekr]

Sorry, probably SW of Colfax. As seen from Meadow Vista looking NW.

[Kevin Payne @paynekr]

@YubaNetFire Any word on the fire maybe on the North side of the Bear river SE of Colfax. There was one copter and a fixed wing aircraft that appeared to be working it around noon. Smoke is gone now.

[Kevin Payne @paynekr]

@asymmetricinfo Some recently deceased oligarchs would have liked windowless residences too.

[Kevin Payne @paynekr]

And those same pundits are trying to sell investment products and advice.

[Kevin Payne @paynekr]

@MebFaber Pundits often criticize the Fed to show how smart they are. Most of them would fail miserably were they to hold a post on the Fed’s board.

[Kevin Payne @paynekr]

@MebFaber Pundits often criticize the Fed to show how smart they are. Most of them would fail miserably were they to hold a post on the Fed’s board.

[Kevin Payne @paynekr]

@MebFaber @abnormalreturns George Bush’s Ownership Society is alive and well.

[Kevin Payne @paynekr]

@HillTVLive @JuliaManch @PhilipWegmann Two suggestions for fair tax policy that does not reduce the available capital in the economy and reduces inverse incentives. Progressively tax consumption and increase interest rates. Taxing income is fraught with unintended consequences as is low interest rates.