Kieran Goodwin @kieranwgoodwin
Fan of Yankees, Duke Hoops and Goliath apps.apple.com/ae/app/hidden-… Manhattan, NY Joined March 2012-
Tweets312
-
Followers10K
-
Following734
-
Likes142
A new day and a new knife fight: Does anyone have a name for this new "technology" (my favorite euphemism) to get around the prohibition of incurring new debt to repay debt? As this violence continues, won't losers start eschewing the credit market? bloomberg.com/news/articles/…
A hill that I will die on: I don't care if we are talking public or private credit. If your a creditor at par, getting paid PIK interest sucks in the long run over enough different loans/bonds positions. The debtor is not paying you cash for a reason .. they can't afford it.
If these deals keep getting more common, a good chance that a negative reflexivity kicks the snot out of the credit markets.
If these deals keep getting more common, a good chance that a negative reflexivity kicks the snot out of the credit markets.
Great episode arguing that Fed liquidity is all that matters, and they have been adding liquidity. Howell argues that Treasury/Fed is already monetizing debt by issuing 80/20 bills vs notes as opposed to reverse which is normal. podcasts.apple.com/us/podcast/hid…
New friend on Twitter
Jared has been a gold bull since before he was gray but his case is compelling and as always crystal clear writing.
Jared has been a gold bull since before he was gray but his case is compelling and as always crystal clear writing.
I really enjoyed my conversation with Dean who asks great questions given his unique "vol" perspective on the market.
I really enjoyed my conversation with Dean who asks great questions given his unique "vol" perspective on the market.
I agree with all of Kerrisdale’s points but the $GME squeeze risk is way too scary for me.
I agree with all of Kerrisdale’s points but the $GME squeeze risk is way too scary for me.
A great listen .. Proud to call Sean a friend
A great listen .. Proud to call Sean a friend
Santiago Capital @SantiagoAuFund
270K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Jim Bianco @biancoresearch
396K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
The Klendathu "War Ti.. @KlendathuCap
13K Followers 1K Following Personal Account. Tweets are neither advice nor solicitations. Tweets are strictly opinion. May have positions in mentioned securities. Do your own research.
Andy Constan @dampedspring
134K Followers 331 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Josh Wolfe @wolfejosh
150K Followers 7K Following Co-Founder @Lux_Capital | Trustee @SfiScience Santa Fe Inst | Chair @CiPrep Coney Island Prep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
boaz weinstein @boazweinstein
43K Followers 912 Following Boaz Weinstein is the founder of Saba Capital Management.
Lawrence McDonald @Convertbond
120K Followers 14K Following NY Times Bestselling Author, "When Markets Speak" on sale date is March 26, 2024. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
Jack Farley @JackFarley96
61K Followers 4K Following Host of @ForwardGuidance podcast: https://t.co/YtVwCD0YO9 Finance journalist & macro research @Blockworks_
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
bill fleckenstein @fleckcap
45K Followers 97 Following https://t.co/2zVu2xZOK2 my daily column (since 1996) plus Q&A. Author, "Greenspan's Bubbles: The Age of Ignorance at the Federal Reserve ".
KK.HONEY @KKHONEYNFT
2K Followers 68 Following https://t.co/8naikBtVpF We support artists, diversity, green projects, creativity and collaboration Our RandGallery: https://t.co/tWPawPJADz.
Newtair @NewtairCbC
0 Followers 58 Following
やえれいこ @yaereiko84676
1 Followers 89 Following
NicolaLizzie @OhIzhqB30l4T451
0 Followers 264 Following
Earlbeacon @earlbeacon
115 Followers 2K Following
Shareson @Shareson0exRuX
0 Followers 151 Following
Super Quokka @Super_Quokka
25 Followers 240 Following
Stealeykne @stealeykne86692
3 Followers 306 Following
Frederick @FNolde
103 Followers 1K Following
Tatande @Tatande161959
8 Followers 352 Following
Salay @Salay880659
13 Followers 2K Following
Mora @Elliana1627480
9 Followers 448 Following If Spa is second, then no beauty trend will take first place
ZoraTemple @Ju0m9884AD9iag9
2 Followers 272 Following
ViolaMadge @68I33f54Xein6u
3 Followers 248 Following
Jester Finance @JesterFinance
337 Followers 2K Following 📈🤡 Clowning around the stock & crypto markets. Wisdom and whimsy in one chaotic feed. Join the financial circus! 🎪🚀 - Long term growth, Not financial advice
Kris Sidial @Ksidii11
7K Followers 1K Following Co-CIO of Ambrus| (Focus: Exotic Derivatives / Volatility/ Tail risk hedging )| @penn guy (Not investment advice)
Lavinia_ @Lavinia1362922
28 Followers 2K Following
Teseighsm @teseighsm48857
130 Followers 3K Following
f28n4nfp3rxek @suge16oeb
6 Followers 606 Following We first transfer USDT to you TRC20, you return 90% to BEP20, you get 10% , 2K per day Our co hv a large amt of USDT need to from TRC20 convert to BEP20 network
Albin @5QAI15i8XW8R7
9 Followers 441 Following The team offers short-term investments in cryptocurrencies. With a rigorous plan, you can earn between $500 and $5,000. Click to join Telegram: https://t.co/95ESiebpvQ
Jonathan Mathew @Jonatha79213409
31 Followers 194 Following
_T_imewentby @imewentby89125
65 Followers 2K Following
drewberkery8 @berkeryandrew
58 Followers 405 Following
J B @JimBond11
122 Followers 865 Following
John Hume Ross @JohnHumeRoss1
286 Followers 522 Following
Stephen Yieldberg @whatstheirr
40 Followers 185 Following
kevin @kevinkalnas5
266 Followers 311 Following
Kern Campbell, MBA | .. @KernCampbellFA
3K Followers 975 Following Investment Mgmt | Market Commentary | Securities offered through LPL Financial, Member SIPC https://t.co/Xs9yj4Ekxp *RTs ≠ endorsements #Invest, #stocks
Beth @riccisc21
6 Followers 63 Following
Odells BBQ @odellsbbq
85 Followers 1K Following Someone believing in hard work, an honest living, and freedom of choice.
Andrew Detrick @DetrickAndrew
2 Followers 136 Following
Jimmy Fang @JimmyFang8
31 Followers 1K Following
Brian Yelvington @BrianYelvington
185 Followers 706 Following
Brian Zaratzian @BrianZaratzian
494 Followers 3K Following Family office / value investor and entrepreneur. NYC based, Long Island born, Armenian and Ecuadorian descent. Ardent traveler. Duke / Wharton.
Kyle J. Phillips @K__Phipps
156 Followers 418 Following
Hiroo Onoda @OnodaCapital
2K Followers 456 Following Former HF Analyst Allergic to grifters Not investment advice trust me
JPB @slainte8989
16 Followers 931 Following
TE @TE70687436
3 Followers 89 Following
VolMachine @VolMachine
18 Followers 366 Following HY/Loans. Leverage is a volatility machine (paraphrasing Pettis)
MertonShare @MertonShare
31 Followers 79 Following
Liseighd @liseighd19463
50 Followers 2K Following
Al @al4280
17 Followers 16 Following
Mike Adamo @mikeadamo_
0 Followers 284 Following
Jed McCarthy @MccarthyJed
144 Followers 275 Following
. @CSL0326
1 Followers 93 Following
Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.
Lyn Alden @LynAldenContact
680K Followers 755 Following Founder of Lyn Alden Investment Strategy. Finance+engineering background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Santiago Capital @SantiagoAuFund
270K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
zerohedge @zerohedge
1.9M Followers 900 Following
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Rudy Havenstein, Seni.. @RudyHavenstein
111K Followers 1K Following He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. Shaw
Ben Hunt @EpsilonTheory
167K Followers 2K Following Hope has two beautiful daughters - Anger and Courage. Anger at the way things are, and Courage to see that they do not remain as they are. - St. Augustine
Cassandra B.C. @michaeljburry
1.5M Followers 0 Following
Marc Cohodes @AlderLaneEggs
174K Followers 678 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"
Andy Constan @dampedspring
134K Followers 331 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Clifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
Bob Elliott @BobEUnlimited
139K Followers 689 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Grant Williams @ttmygh
136K Followers 927 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Danielle DiMartino Bo.. @DiMartinoBooth
294K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJ
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Josh Wolfe @wolfejosh
150K Followers 7K Following Co-Founder @Lux_Capital | Trustee @SfiScience Santa Fe Inst | Chair @CiPrep Coney Island Prep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
boaz weinstein @boazweinstein
43K Followers 912 Following Boaz Weinstein is the founder of Saba Capital Management.
Jerry Ferrara @jerryferrara
276K Followers 2K Following Actor/Writer——Entourage/Power/Think Like a Man/Lone Survivor/Last Vegas
Permanent Equity @PermanentEquity
17K Followers 136 Following Permanent Equity stewards companies that care what happens next. We invest with no intention of selling in family-owned companies throughout North America.
Aleksey Chernobelskiy @chernobelskiy
23K Followers 385 Following Ran $10 billion real estate portfolio | Now helping investors (LPs) with passive real estate positions. Email me anonymously at [email protected]
Jack Berdan @jackberdan
687 Followers 290 Following Owner/Operator of 7 Express Car Washes // Active LP investor in RE, VC & Search // Passionate about investing, SMB, RE & getting a little better each day!
Dom @Bondifrench
496 Followers 1K Following Buy-side Credit IG HY & Leveraged loans, ex-M&A. European mostly, now Sydney based. Looking for my next endeavour, M Whitman like alternative firm ideal
Robert Smith @BondHack
44K Followers 3K Following @FT Corporate Finance Editor. Digging into dubious debt etc. Have a tip? Email: [email protected] / [email protected] | WhatsApp/Signal: +447921685062
Joe De Sena @realJoeDeSena
13K Followers 814 Following Founder & CEO of @Spartanrace. Host of @noretreatcnbc & @SpartanUpPod, 2x NYT bestselling author, dad, ultra-endurance addict, married to a super mom.
Hedge Fund Risk Guy @HF_Risk_Guy24
115 Followers 105 Following Retired HF Risk Professional with 15+ years at global multi-asset class fund and 25+ years of Financial Services experience
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Fin Creighton @FinCreighton
1K Followers 286 Following The Knee Rebuild System🦿🔜🦵 Back to rugby after complicated knee reconstruction 🏉 Now I help others REBUILD their knees | Tweets and threads about 🦿
Zero Sum Bond @ZeroSumBond
5K Followers 492 Following
Alex Gladstein 🌋 �.. @gladstein
229K Followers 3K Following Chief Strategy Officer: @HRF + @OsloFF Author: Check Your Financial Privilege + Hidden Repression Opinions: mine
Special Situations �.. @SpecialSitsNews
105K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx
Reed Strength @CoachGeoffReed
22K Followers 412 Following Dunk Dad | ATG Coach ➡️ Access my “Weekend Warrior” training programs on the ATG App https://t.co/wEIp9WoVvB | Follow me on IG: @reed_strength
Analyze & Optimize @Outdoctrination
54K Followers 427 Following Enhanced existence | Health Consulting at https://t.co/Vqxxs6Eh6h | Restoring youth through bioenergetics
JV @AyyouEm
5K Followers 756 Following Leverage is the Beverage. TMT, Healthcare & misc generalist deathtraps. Credit of all flavors.
Mike Posner @MikePosner
617K Followers 2 Following Grammy-nominated artist🏆 Walked Across America🚶🏼♂️Summited Mt. Everest🏔
Steve Hou (“LEASE M.. @stevehouf
20K Followers 2K Following Research @Bloomberg Indices, formerly @aqrcapital, @umichEcon PhD, @ETH and @UVA, always “advanced degree hater”, opinions my own.
Banking Pledge @BankingPledge
7K Followers 199 Following Leveraged Trapouts | Finance Meme Farmer 👨🌾
Pvtcreditguy @pvtcreditguy
2K Followers 144 Following Parody acct. PM at institutional investor w/ large credit allocation. Personal wealth invested in real estate projects that I also manage w/ “family & friends”
junkbondinvestor @junkbondinvest
22K Followers 860 Following Credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations. Lots of satire.
Rusholme Capital @rusholmecapital
3K Followers 512 Following Family office MD & investing nerd 😝 micro caps to private credit. Not financial advice
KneesOverToesGuy @kneesovertoesg
146K Followers 106 Following https://t.co/5uyL41rBZ2: Programs w/ form-coaching under 24hrs, 7 days, 49.50/mo, no contract. https://t.co/a3lAx7Qty4 🦵https://t.co/dkMRb8pEQp 👟
Shayne Coplan @shayne_coplan
8K Followers 1K Following CEO @Polymarket. Ethereum since ’14. I love music and collect art.
Codeine & Credit Docs.. @CodeineandCDs
2K Followers 371 Following Convexity fiend; diligence is for pussies
JUNK BOND ANALYST @junkbondanalyst
7K Followers 763 Following Leveraged finance & dank memes, in a constant state of distress.
The Points Guy @thepointsguy
399K Followers 2K Following Expert points, miles, aviation and travel intel. You're about to be the smartest traveler you know. 📧[email protected]
Tom Digan @ThomasDigan
1K Followers 815 Following Co-founder, President @joinladder. Recovering bond trader, HF manager, options junky. These days fitness, startups and investing.
Alan Fournier @AlanFournier
2K Followers 219 Following
La Grenouille @LaGrenouille22
270 Followers 141 Following Concentrated portfolio of asymmetric bets with strong thematic or product tailwinds initiated at inflections managed with disciplined price stops.
Blackcat @Blackcat_bln
353 Followers 792 Following
Konstantin Kisin @KonstantinKisin
529K Followers 2K Following Politically Non-Binary Satirist Podcast: @triggerpod Speaking: [email protected] Media: [email protected] Book: https://t.co/GgTCJ7iPE8
Winston Marshall @MrWinMarshall
72K Followers 1K Following Musician, co-founder @diss_dialogues and @1573Cigars. Host of The Winston Marshall Show. Contact: [email protected]
Rick Buhrman @buhrman_rick
2K Followers 169 Following Co-Founder & Co-CEO @ Sator Grove Holdings. Kind-of-sort-of-Professor of Art of Investing @ University of Notre Dame.
Mike Simanovsky @MikeSimanovsky
2K Followers 283 Following Founder, Conversant Capital. Problem solving with great real estate & related companies across public & private markets. Views are my own; not investment advice
Scott Patterson @pattersonscott
11K Followers 5K Following WSJ investigative reporter focused on climate tech and all things energy. Author of The Quants, Dark Pools, and Chaos Kings. DM for Signal.
World of Statistics @stats_feed
3.8M Followers 553 Following There are three kinds of lies: lies, damned lies, and statistics. Sister page of @engineers_feed
Smoak Capital @dsmoak98
16K Followers 1K Following Private fund manager focused on small/micro-caps, trying to learn from the best and turn over the most rocks. Tweets are not investment advice.
SFR Investor @SFR_Investor
11K Followers 650 Following Seeking alpha in single family homes. $45 mil AUM. $500 mil RE transactions - 1 house at a time https://t.co/dDLOTZyHHS
Marty Bent @MartyBent
190K Followers 4K Following Founder @TFTC21 | Managing Partner @Ten31vc | @rabbitholerecap | Director @CathedraBitcoin | #bitcoin | We're going to win.
Somehow this label raises more questions than it answers
Total accrued interest on IG PM’s portfolio in 2021:
At approximately 3:25pm today, Kirkland & Ellis and PJT will drop the “sun” out of the restricted group into an un-sub, and proceed to lever up the assets and raise super senior financing at 60% LTV. Otherwise known as the “solar eclipse” transaction.
Younger brother got a 4 year degree and was working a desk job making $60k a year. Hated it. Wanted to work with his hands. Decided to quit his job and go to trade school and become an electrician apprentice. 2 years in and he will clear over $120k this year (with…
For 13 years, Sean Feeney traded high-yield bonds for a living. He now operates 2 of the most sought-after restaurants in NYC. Each night, Lilia and Misi have 2,500-5,000 people on their waitlists. One of his first decisions proved the most important. Rather than pay his rent…
@kieranwgoodwin I have enough confidence in my abilities that I know I will be revisiting this thread. Don't delete it
@kieranwgoodwin Excellent tips Kieran Now I need the PJ look from somebody
I’m afraid we did gather the 66.7% necessary to amend the indenture and subordinate you, Mr. Bond
@kieranwgoodwin @AnalystEgg You know he’s got a slow-mo hook shot that always goes in
@kieranwgoodwin HaHa, I have been trying to figure out who he is, wondering if we ever crossed paths. He did very well in this impromptu interview.
@kieranwgoodwin costco jeans is the biggest flex here and its not even close
Picture on the left was during my post pod shop garden leave. I may have blown an epic head start to the year- ~$100+ million of Q1 2015 PNL, only to be on the street by September…oof… Picture on the right is a guy that gets to workout two hours a day and sht posts about…
Approval granted by shareholders for Saba to manage $GIM beginning on 12/31/23. New ticker will be $SABA. Tender 45% of shares at 99% of NAV. Onward!
$GIM tender offer 45% of its o/s shares @ 99% of the Fund’s NAV per share as determined as of the close of the regular trading session of the New York Stock Exchange on the day the tender offer expires. The tender offer will expire on Nov 9, 2023. bravo @boazweinstein
Ok… so we got it… 1993 2L coke was $1 Target 2L coke is $2.69. (Quoted today online) Again. 1.03^30= 2.42726 At an assumed 3% inflation Coke today should be $2.4273 It IS $2.69 or 10.8% higher….. but this is darn close to 3% compounded. FED 2% target MORONIC. Why target…
@kieranwgoodwin @nickgiva1 @super_macro @simon_ree @Mike_Taylor1972 @Citrini7 @LONGCONVEXITY At the beach all summer. Maybe when I'm back.
At 124 bps, the IG index has retraced its widening since the March onset of the regional bank-related market stress. Might be a good idea to fade it while liquidity allows given a historically less-liquid August and a seasonally-challenged September approaches.
This week I’ll report on multiple governance FAILS by @BlackRock in the treatment of their closed-end fund shareholders. For now, let’s start with this: Saba asked for the shareholder lists for $BCAT and $ECAT so we too could solicit votes to ensure a quorum was met at…
My conversation with @jwmares Justin has built several business in and around healthier eating and living He’s encountered a set of problems that has made him passionate about chronic illness, and shares his lessons with us We close on something fun.. joincolossus.com/episodes/67478…
Extremely excited and grateful to announce my commitment to Northeastern University. Thankful for my family, friends, and everyone else who helped make this a reality. Go Huskies ❤️🖤
Trends for United States
You might like
