Mark Melin

@MarkMelin

Algos, alts, liquidity. Wall Street skeptic, express thoughts at . Taught Exec Ed. Views all my own for sure. Lots of risk.

Chicago mostly
Menyertai Januari 2010

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  1. BoE's Mervyn King interesting. Says Brexit "sky is falling" scare tactics from both leave and remain camps abusrd. Intellectual honesty pls.

  2. Yes, agreed. And modeling imperfect as few examples to study. Know many fund managers who use VIX to validate moves.

  3. 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...

  4. 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.

  5. Thought the Wohl was off Twitter??? That would be funny if he was involved. Waiting for another shoe to drop.

  6. I don't know. I was tagged as well and re-tweeted. I have no clue.

  7. Wow! If there is one bar conversation that comes up most, particularly in NYC, I would say this topic is it.

  8. There is a lot of criticism of this kid. Regardless, he is interesting to watch. He is 18 years old.

  9. 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

  10. Read the Attain / RCM boys all the time, respect their work. I was hoping they would use their critical edge on NIRP

  11. There was a time when deceiving institutional investors received significant punishment. They were protected above banks. Not today for sure

  12. 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

  13. 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.

  14. Quick funny VRX / PSH story. Way back when Pearson was still staunchly supported, I sent email to PSH contact, said Pearson needs to go.

  15. Valeant is under investigation from the State of North Carolina Department of Justice

  16. My prediction on Valeant news: peek behind shell-game financials exposed or further covered up. Double booking revenues key to watch.

  17. 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.

  18. "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.

  19. Sanders voters -- and financial reformers -- would be smart to make Clinton earn it with material & specific pledges

  20. Hmmm... Former House speaker Hassert learned misleading gov can be costly mistake. Not sure false SEC filings same.

  21. Interesting thesis about Amazon, given relatively consistent sales input, company has a net revenue /pricing dial, turns profit up and down.

  22. Source just sent me a photo. Looks like the Wohl of Wall St knows who he is voting for in the Calif primary.

  23. Hillary is hoarding cash, while Bernie trusting stocks??? The Donald deep in real estate as expected.

  24. JPM's quant master also does some interesting modeling on Saudi threat to sell treasuries. Having a hard time deciding what to include?

  25. Wow, really good Kolanovic note on negative interest rates (failure), Trump (don't worry), Brexit (overstated) and focus on debt, currencies

  26. I could do that job

  27. H/t Linette on "soaking" and Charlie for highlighting importance of issue going forward.

  28. Core insight. This is a message some in power don't want to hear.

  29. that payment issue affects whole industry. She really hit on a big one there. Will be interesting to see the follow up.

  30. 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

  31. 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.

  32. Doing an article on Valeant / Congress. Reading really inspired commentary. I remember that investment thesis, celebrated as "can't miss."

  33. Mark Melin mengikuti dan
  34. Wow! FINRA chief predicts IEX approval eminent.

  35. Pearson..."regrets" making acquisitions where its "central premise" was jacking up prices and screwing America

  36. Another example of bi-partisian success protecting individuals.

  37. I hope these Senators ask Pearson if he felt the last Kanye album.

  38. We're the coolest...

  39. William Eckhardt said to Richard Dennis...

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