scottwallace

Fund manager

[scottwallace @scottwallace]

@hmeisler @IvanTheK @davidfaber VO?

[scottwallace @scottwallace]

@IvanTheK This is the Dancing With the Stars phase of Twitter's demise.

[scottwallace @scottwallace]

@IvanTheK extra point if you play it on the kitchen cabinets https://t.co/DOKgci2W3A

[scottwallace @scottwallace]

@Jesse_Livermore @EconomPic Great info. Quick question. Universe- does “all” literally mean all or is it some broad commercially avail index for each market? Also am assuming this is cap wt data?

[scottwallace @scottwallace]

@Jesse_Livermore Awesome! I confidently predict that somewhere between 0 and 100% of the return differential is due to currency.

[scottwallace @scottwallace]

@hmeisler They have just now have entered the litigation business

[scottwallace @scottwallace]

@IvanTheK And available without a prescription!

[scottwallace @scottwallace]

@mattyglesias @TheStalwart Schorodinger’s Coin™️

[scottwallace @scottwallace]

@IvanTheK with a line of Brinks trucks behind them

[scottwallace @scottwallace]

@PhillipsPOBrien Can we make a verb out of Schweinfurt?

[scottwallace @scottwallace]

@IvanTheK There must now be a group at Twitter called the "Revenue Prevention Department"

[scottwallace @scottwallace]

@mark_dow The GFC casts a long shadow in everyone's mind.

[scottwallace @scottwallace]

@hmeisler cc: Bill Ackman

[scottwallace @scottwallace]

@IvanTheK Alums everywhere celebrate with polite clapping while smoking a pipe in their fav tweed jacket

[scottwallace @scottwallace]

@sharpenotes @CliffordAsness Accounting rules are super clear. To get HTM accounting treatment, you actually have to hold to maturity. I think the only exception is for a bond that becomes credit impaired or goes bankrupt. Not possible for treasuries or MBS. Which constitute the vast bulk of bank HTM port

[scottwallace @scottwallace]

@hmeisler Obvs correct but it featured the same bank contagion environment. If memory serves.