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Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more
If you believe in deflation, U.S. Treasuries offer great value. Unsurprisingly, the biggest proponents of deflation are David Rosenberg and Lacy Hunt. Both work at firms that manage a lot of money in bond funds.
Jonathan Tepper • Endgame: The End of the Debt SuperCycle and How It Changes Everything
Energy twitter hype about the Rosner appointment?
Per BofA, "David Rosner, a Democrat, was appointed interim Chairman of the Federal Energy Regulatory Committee (FERC) following the resignation of Mark Christie. Rosner seems to take a more 'all of the above' approach and offers a centrist view with support for the... See more
Shanu Mathewx.comStreets are saying the 2009 post-GFC Marc Rowan Reunion speech/q&a hosted by the Jewish Enrichment Center alpha is free
Only pre-CEO public address by Rowan
Only pre- or post-CEO public address focusing on Rowan personally, instead of on Apollo
https://t.co/O9JE6Kv8uz
Taylor Hodgex.comMortgage Rates
freddiemac.com
Notably, Stephen Miran and Nouriel Roubini recently published a paper about “Activist Treasury Issuance” which is their term that refers to the Treasury Department taking unusual actions to offset the Fed’s tightness. Both Miran and Roubini are economics PhDs and worked in various capacities with the Treasury Department in the past.
In the paper,
... See more