CDOSquaredCapital retweetet
Financial Researcher/Analyst is now a prompt on Perplexity Labs
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CDOSquaredCapital
4.1K posts
JJ redick will not work out for the Lakers. Terrible decision for them, not terrible decision for him. Just noting it here.
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Problem solving isn't taught, but click on my thread if you want me to teach you.. hate this place
Alex Brogan@_alexbrogan
Problem solving isn't taught. But it's something we should probably learn. Here are 5 of the best problem solving methods you can start using today:
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CDOSquaredCapital retweetet
One reason why working class people resist upward social mobility: many disapprove of the duplicity, savvy self-promotion, and artful deceit required to advance in the world of the upper-middle-class professional. a.co/d/3GTxEm1
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CDOSquaredCapital retweetet
They're coming for your job. Pod Bois specifically
AK@_akhaliq
Shai: A large language model for asset management paper page: huggingface.co/papers/2312.14… paper introduces "Shai" a 10B level large language model specifically designed for the asset management industry, built upon an open-source foundational model. With continuous pre-training and fine-tuning using a targeted corpus, Shai demonstrates enhanced performance in tasks relevant to its domain, outperforming baseline models. Our research includes the development of an innovative evaluation framework, which integrates professional qualification exams, tailored tasks, open-ended question answering, and safety assessments, to comprehensively assess Shai's capabilities. Furthermore, we discuss the challenges and implications of utilizing large language models like GPT-4 for performance assessment in asset management, suggesting a combination of automated evaluation and human judgment. Shai's development, showcasing the potential and versatility of 10B-level large language models in the financial sector with significant performance and modest computational requirements, hopes to provide practical insights and methodologies to assist industry peers in their similar endeavors.
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CDOSquaredCapital retweetet
$COOP
Mr. Cooper late last week revealed that the cybersecurity “incident” disclosed in October is going to be more costly than originally thought.
Moreover, the publicly traded lender/servicer said a forensic review found that “personal information relating to substantially all of our current and former customers was obtained from our systems during this incident.”
Mr. Cooper ranks sixth in ownership of mortgage servicing rights with $528 billion
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"...purchase of a $7.2 billion portfolio of super-prime recreational vehicle (RV) loans from BMO Bank National Association, part of BMO Financial Group (“BMO”). Concurrently with the sale, BMO purchased approximately $6.4 billion of senior notes collateralized by the sold loans." businesswire.com/news/home/2023…
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Apollo Global Management is setting up a company that will give investors exposure to asset-backed loans generated by its credit operations for an initial investment of as little as $2,500. bloomberg.com/news/articles/… via @markets
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CDOSquaredCapital retweetet
Jefferies:
HF long/short spread is -10% over two days. That's the 2nd worst two day move ever. Stating the obvious, but max pain/chase. 3+ standard dev moves all over the place...pain/chase levels are 10 out of 10
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CDOSquaredCapital retweetet
The Powell pivot begins.
Dec 1: “It would be premature to … speculate on when policy might ease.”
Dec 13: Rate cuts are something that “begins to come into view” and “clearly is a topic of discussion.”
What a difference two weeks can make. wsj.com/economy/centra…
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CDOSquaredCapital retweetet
To those who doubted the soft landing
You doubted the indomitable will of the American spirit. You doubted the strength of our institutions
You doubted us - we nation of strivers, and believers, together in a land of opportunity
May your account go to 0
God bless America
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CDOSquaredCapital retweetet
I suspect today’s FOMC isn’t too meaningful. Powell should come out, talk tough, say the mission isn’t accomplished, hold the line on rates and go enjoy the holidays.
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@SMTuffy Anecdotal but was at a Christmas party on Saturday and two couples effectively said they felt trapped. Happy to have their low rate but won't be moving as their family expands, looking to do more with the home they have (ie adding a room in the basement, renovating kitchen, etc)
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CDOSquaredCapital retweetet
"a November report from the Council on Criminal Justice, suggest that shoplifting outside major cities like New York has decreased since the start of the COVID-19 pandemic."
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Everyone has a job but no one can afford anything.
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@winsteadscap Two different issues, maybe pair each with something that reduces the negative carry
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CDOSquaredCapital retweetet
Is a “soft landing” possible?
In this new working paper with Anton Cheremukhin we contribute to the debate by bringing to the table a new theoretical argument that says that it is not only possible but reasonable in the current context of the labor market: 🧵(1/8)
Olivette, MO 🇺🇸 English