Mark Melin
@MarkMelin
Algos, alts, liquidity. Wall Street skeptic, express thoughts at http://ValueWalk.com . Taught @Northwestern Exec Ed. Views all my own for sure. Lots of risk.
Tweet
- Tweet
- Tweet & balasan
- Media
@MarkMelin disekat
Adakah anda pasti anda mahu melihat Tweet ini? Melihat Tweet tidak akan menyekat @MarkMelin.
Mark Melin mengikuti
-
BoE's Mervyn King interesting. Says Brexit "sky is falling" scare tactics from both leave and remain camps abusrd. Intellectual honesty pls.
0 tweet semula0 tweet semula 0 suka -
-
Cheers
@ReformedBroker Why We Need Zero Hedgehttp://thereformedbroker.com/2016/04/29/why-we-need-zero-hedge/ …3:23 PTG - 29 Apr 2016 · Butiran5 tweet semula5 tweet semula 13 suka
-
-
In my latest I venture away from investing into sports. https://www.aqr.com/cliffs-perspective/holy-cow-the-rangers-are-worse-than-the-cubs …
@NYRangers@Cubs #19408 tweet semula8 tweet semula 12 suka -
-
Obama Wall Street Legacy Muddled; Secret Service Show “Consternation” Over Interview Length
@MarkMelin http://www.valuewalk.com/2016/04/obama-wall-street-big-short/ … $2:01 PTG - 29 Apr 2016 · Butiran2 tweet semula2 tweet semula 0 suka
-
-
-
New Valeant Pharmaceuticals Intl Inc Board Sends Message As Firm Reinstates Earnings
@MarkMelin http://www.valuewalk.com/2016/04/new-valeant-board-earnings/ …$VRX10:56 PG - 29 Apr 2016 · Butiran1 tweet semula1 tweet semula 0 suka
-
-
Mark Melin Tweet Semula Steve Goldstein
Yes, agreed. And modeling imperfect as few examples to study. Know many fund managers who use VIX to validate moves.https://twitter.com/MKTWgoldstein/status/726102085155082241 …
Mark Melin ditambah,
Steve Goldstein @MKTWgoldstein@MarkMelin correlation doesn't mean causation0 tweet semula0 tweet semula 0 suka -
Vol sell signal meaning sell stocks. Asked if he caught it, as systematic not as big back then, he said yes, but when I asked if audited...
0 tweet semula0 tweet semula 0 suka -
I was talking to a vol trader a few years back. He claimed that 9/11 attacks were preceded by a Vol sell signal. Vol can be anticipatory.
0 tweet semula0 tweet semula 0 suka -
-
Talking "trading the
$VIX futures term structure" right now on#VolatilityViews - http://mixlr.com/options-insider@russellrhoads10:17 PG - 29 Apr 2016 · Butiran1 tweet semula1 tweet semula 1 suka
-
-
Mark Melin Tweet Semula __________
Thought the Wohl was off Twitter??? That would be funny if he was involved. Waiting for another shoe to drop.https://twitter.com/Dawson_JE/status/726082760910229504 …
Mark Melin ditambah,
__________ @Dawson_JE@MarkMelin pretty pathetic attempt to garner attention0 tweet semula0 tweet semula 0 suka -
Mark Melin Tweet Semula Quoth the Raven
I don't know. I was tagged as well and re-tweeted. I have no clue.https://twitter.com/QuoththeRavenSA/status/726081034543087616 …
Mark Melin ditambah,
Quoth the Raven @QuoththeRavenSA@NeXManagement@realDonaldTrump@Guruleaks1@matt_levine@ExtraDividends@CramersShirt@MarkMelin Why am I tagged?0 tweet semula0 tweet semula 0 suka -
Mark Melin Tweet Semula Paul Moran
ZH response: http://www.zerohedge.com/news/2016-04-29/full-story-behind-bloombergs-attempt-unmask-zero-hedge …https://twitter.com/CTA_Alpha_Bet/status/726076443143204864 …
Mark Melin ditambah,
Paul Moran @CTA_Alpha_Bet@MarkMelin ZH's response is posted on their site. Makes Bloomberg look bad. -
Mark Melin Tweet Semula Bloomberg
Wow! If there is one bar conversation that comes up most, particularly in NYC, I would say this topic is it.https://twitter.com/business/status/726003540460752896 …
Mark Melin ditambah,
Bloomberg @businessExclusive: Unmasking the men behind the secretive Zero Hedge website http://bloom.bg/1pNFp2B pic.twitter.com/bCWBMNlbHR0 tweet semula0 tweet semula 1 suka -
Mark Melin Tweet Semula NeX Management
There is a lot of criticism of this kid. Regardless, he is interesting to watch. He is 18 years old.https://twitter.com/NeXManagement/status/726064420661551104 …
Mark Melin ditambah,
NeX Management @NeXManagementCEO Jacob Wohl with@realDonaldTrump last night pic.twitter.com/Mc0WtElsLk0 tweet semula0 tweet semula 1 suka -
Everyone has opinions & if NIRP, a negative cost of money, is logicalal I'm open. When I talk about beta market environ, not mainstream idea
0 tweet semula0 tweet semula 0 suka -
Mark Melin Tweet Semula Katmai Capital
Read the Attain / RCM boys all the time, respect their work. I was hoping they would use their critical edge on NIRPhttps://twitter.com/KatmaiCapital/status/726056233074040832 …
Mark Melin ditambah,
Katmai Capital @KatmaiCapitalRT@valuewalk: The World with Negative Interest Rates@rcmAlts http://www.valuewalk.com/2016/04/world-negative-interest-rates/ …@MarkMelin pic.twitter.com/IExEz76mrw0 tweet semula0 tweet semula 0 suka -
There was a time when deceiving institutional investors received significant punishment. They were protected above banks. Not today for sure
0 tweet semula0 tweet semula 0 suka -
They were all blinded by a business model based on "pricing power" backed by a "moat." Don't want to say I saw this coming, but saw problems
0 tweet semula0 tweet semula 0 suka -
This appeared like a disclosure nightmare. There is no way someone like Ackman is investing in VRX if he knew the real details. NO WAY.
1 tweet semula1 tweet semula 0 suka -
Quick funny VRX / PSH story. Way back when Pearson was still staunchly supported, I sent email to PSH contact, said Pearson needs to go.
0 tweet semula0 tweet semula 1 suka -
Valeant is under investigation from the State of North Carolina Department of Justicepic.twitter.com/SyIBf9aEUl
4:37 PG - 29 Apr 2016 · Butiran11 tweet semula11 tweet semula 6 suka -
My prediction on Valeant news: peek behind shell-game financials exposed or further covered up. Double booking revenues key to watch.
0 tweet semula0 tweet semula 1 suka -
Speaking of which, I think I'm now going to start my day by reading Andrew Ross Sorkin's long read w/ Obama. This is fascinating topic.
0 tweet semula0 tweet semula 0 suka -
"I'm going to crack down on shadow banking" is BS. There is one group that can block investigations, Hillary. Reforms can't be rolled back.
0 tweet semula0 tweet semula 1 suka -
Mark Melin Tweet Semula Talking Points Memo
Sanders voters -- and financial reformers -- would be smart to make Clinton earn it with material & specific pledgeshttps://twitter.com/TPM/status/726030219472162821 …
Mark Melin ditambah,
Talking Points Memo @TPMTrump camp plans to make a play for Sanders voters who won't back Clinton http://bit.ly/1VXx6iz pic.twitter.com/H0wl4uWTXD0 tweet semula0 tweet semula 0 suka -
Mark Melin Tweet Semula Charley Grant
Hmmm... Former House speaker Hassert learned misleading gov can be costly mistake. Not sure false SEC filings same.https://twitter.com/CGrantWSJ/status/726032632098729985 …
Mark Melin ditambah,
0 tweet semula0 tweet semula 0 suka -
Interesting thesis about Amazon, given relatively consistent sales input, company has a net revenue /pricing dial, turns profit up and down.
0 tweet semula0 tweet semula 0 suka -
Source just sent me a photo. Looks like the Wohl of Wall St knows who he is voting for in the Calif primary.pic.twitter.com/sFCO4nOsox
5:42 PG - 29 Apr 2016 · Butiran0 tweet semula0 tweet semula 1 suka -
Kolanovic: Brexit, Trump Risks Overstated;NIRP “Makes No Sense”
#hedgefunds http://www.valuewalk.com/2016/04/kolanovic-brexit-trump-fiscal-stimulus/ …@MarkMelinpic.twitter.com/vPIxYp4tOd
2:06 PTG - 28 Apr 2016 · Butiran3 tweet semula3 tweet semula 5 suka -
Mark Melin Tweet Semula ValueWalk
Hillary is hoarding cash, while Bernie trusting stocks??? The Donald deep in real estate as expected.https://twitter.com/valuewalk/status/725766162743590916 …
Mark Melin ditambah,
ValueWalk @valuewalkDo Presidential Investment Allocations Reveal Candidates True World View?@MarkMelin http://www.valuewalk.com/2016/04/presidential-investment-trump-vs-sanders/ … $$ pic.twitter.com/kaEnBhODq60 tweet semula0 tweet semula 1 suka -
JPM's quant master also does some interesting modeling on Saudi threat to sell treasuries. Having a hard time deciding what to include?
0 tweet semula0 tweet semula 0 suka -
Wow, really good Kolanovic note on negative interest rates (failure), Trump (don't worry), Brexit (overstated) and focus on debt, currencies
0 tweet semula0 tweet semula 0 suka -
Crispin Odey: China Bank Loans = Spain 2007 http://www.valuewalk.com/2016/04/crispin-odey/ …
#hedgefunds@MarkMelin@TheBubbleBubblepic.twitter.com/j5fxijEcLZ
9:34 PG - 28 Apr 2016 · Butiran19 tweet semula19 tweet semula 13 suka -
-
NY Fed Official says Fed does not have to disclose cyber heists at the Fed:http://www.cnbc.com/2016/04/28/how-80b-moving-through-ny-fed-daily-could-be-vulnerable-to-hackers.html …
8:26 PG - 28 Apr 2016 · Butiran3 tweet semula3 tweet semula 1 suka
-
-
@valuewalk@MarkMelin I could do that job -
Mark Melin Tweet Semula ValueWalk
H/t Linette on "soaking" and Charlie for highlighting importance of issue going forward.https://twitter.com/valuewalk/status/725701704188981248 …
Mark Melin ditambah,
ValueWalk @valuewalkValeant Testimony Uncovers Core Problem: Drug Companies Soaking U.S. Government@MarkMelin http://www.valuewalk.com/2016/04/valeant-testimony-uncovers-core-problem-drug-companies-soaking-u-s-government/ …$VRX0 tweet semula0 tweet semula 0 suka -
Mark Melin Tweet Semula ian bremmer
Core insight. This is a message some in power don't want to hear.https://twitter.com/ianbremmer/status/725437600907956224 …
Mark Melin ditambah,
1 tweet semula1 tweet semula 1 suka -
@MarkMelin that payment issue affects whole industry. She really hit on a big one there. Will be interesting to see the follow up. -
To me fact Ackman did 180 on a core investment thesis, one with "pricing power," was stunning - but so smart. But Liz W nailed payment issue
0 tweet semula0 tweet semula 0 suka -
Winner of the best Twitter feed on Valeant goes to Linette in my opinion. What's the best comment in testimony? Much harder, closer call.
0 tweet semula0 tweet semula 0 suka -
Doing an article on Valeant / Congress. Reading really inspired commentary. I remember that investment thesis, celebrated as "can't miss."
0 tweet semula0 tweet semula 2 suka -
Venezuela Runs Out Of Paper To Print Money
@MarkMelin http://www.valuewalk.com/2016/04/venezuela-cant-even-print-money/ …pic.twitter.com/eMg8jSnr3L
7:49 PTG - 27 Apr 2016 · Butiran39 tweet semula39 tweet semula 12 suka -
Mark Melin mengikuti Ana Kasparian dan Turney Duff
-
-
@turneyduffFather / New York Times Bestseller / contributor
@cnbc / Consult#Billions@Sho_network /#filthyrichguide@CNBCPrimetv / Speaker / Cheeseburger Connoisseur
-
-
Mark Melin Tweet Semula John McCrank
Wow! FINRA chief predicts IEX approval eminent.https://twitter.com/jmccrank/status/725444165547470849 …
Mark Melin ditambah,
John McCrank @jmccrankIEX exchange bid should be judged on its own merits: FINRA chief http://reut.rs/1riN0r8 via@Reuters2 tweet semula2 tweet semula 1 suka -
Pearson..."regrets" making acquisitions where its "central premise" was jacking up prices and screwing America
$VRX3 tweet semula3 tweet semula 3 suka -
Mark Melin Tweet Semula The Hill
Another example of bi-partisian success protecting individuals.https://twitter.com/thehill/status/725423296427208709 …
Mark Melin ditambah,
The Hill @thehillHouse unanimously passes email privacy bill http://hill.cm/pY4wDXJ pic.twitter.com/TkNdBAN2ID0 tweet semula0 tweet semula 0 suka -
I hope these Senators ask Pearson if he felt the last Kanye album.
60 tweet semula60 tweet semula 181 suka -
Bill Gross Needs To Get Over Pimco Love Affair
@MarkMelin http://www.valuewalk.com/2016/04/bill-gross-needs-to-get-over-pimco-love-affair/ … $$pic.twitter.com/SrUuLnjCq2
1:29 PTG - 27 Apr 2016 · Butiran4 tweet semula4 tweet semula 3 suka -
@MarkMelin We're the coolest... -
Mark Melin Tweet Semula David Stendahl
William Eckhardt said to Richard Dennis...https://twitter.com/David_Stendahl/status/725410557231284224 …
Mark Melin ditambah,
0 tweet semula0 tweet semula 1 suka
@MarkMelin belum tweet lagi.
Pemuatan nampaknya mengambil sedikit masa.
Twitter mungkin melebihi kapasiti atau mengalami gangguan seketika. Cuba lagi atau lawatiStatus Twitter untuk maklumat lanjut.
Mark Melin
CalConfidence
Clifford Asness
ValueWalk
The Options Insider
Charley Grant
Eamon Javers
Julie Segal
Linette Lopez
Martin Shkreli