Academic know-nothing - I do not provide investing advice, just simply the economics. This is my FIRST rodeo.
Heaven, aka, Boulder, CO
Joined October 2012
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Shaun Davies, PhD, CFA retweeted
Tonight’s outcome isn’t about placing faith in Democrats or socialist principles; it’s about holding Republicans accountable for betraying their promises.
All Republicans had to do was:
1. put Americans First
2. not start another war
3. prosecute sex traffickers
Shaun Davies, PhD, CFA retweeted
Colorado’s home game vs. Kansas State on Oct. 31 at Folsom Field will kick off at Noon MT and be broadcast on either TNT and HBO Max. #cubuffs
Shaun Davies, PhD, CFA retweeted
Travis Hunter put together one of the GREATEST CB performances EVER SEEN:
• 76 total defensive snaps (led team)
• 6 targets
• 3 receptions allowed (21 yards)
• 2 PD’s (led team)
• 58.3 passer rating allowed
The Jaguars sophomore CB/WR played the BEST defensive game of his career 😳🔒
I'd like to correct the fallacy of many @CNBC pundits.
1. Earnings are not cash flow
2. Discount rates matter
You can hate on Prime, but he's a great man
Coach Prime made sure Colorado cleaned Georgia Tech's locker room before leaving 👏
(via @DeionSanders)
Shaun Davies, PhD, CFA retweeted
As a church with over a century of support for the global church, we’ve come to a unique moment when one of the most significant things we can do is send one of our pastors to DC to testify about the effects of our countrys abdication of its historic role
tinyurl.com/msrzyxaj
In frictionless markets, Treasury swapping short-term for long-term debt should have no effect on yields.
But we’re seeing long-duration yields fall and short-duration yields rise.
So what’s breaking irrelevance? Slow-moving arbitrage capital? Preferred-habitat investors? A signal that Treasury will intervene further if needed? Or simply an irrational market response?
Interesting real-time test of maturity irrelevance
$TLT
As a game theorist, none of the Iran news makes sense today.
The Strait of Hormuz is an enormous strategic lever, moving ~20% of global oil. You don’t give that up cheaply.
Yet we’re hearing claims that the U.S. will pay nothing and get everything it wants.
Meanwhile, the conflict is unpopular domestically, including within Trump’s own party.
Never bet against self-interest. This all feels too good to be true. $USO
Great seeing @carlquintanilla at the best place on earth this morning -- the University of Colorado, Boulder.
Come back any time and bring @JoeSquawk . The Leeds School of Business would love to host you all.
@carlquintanilla come by Leeds when you're in town next week for the CWA! GO BUFFS
"But He was pierced through for our transgressions, He was crushed for our iniquities; The chastening for our well-being fell upon Him, And by His scourging we are healed."
Isaiah 53:5
Just ahead of the busiest home-buying season of the year.
MORTGAGE RATES HIT HIGHEST LEVEL SINCE SEPTEMBER
Mortgage rates rose for a fifth straight week, with the 30-year fixed reaching 6.46%, the highest since September.
Rising bond yields—driven by inflation fears linked to the Iran war—are pushing borrowing costs higher.
The increase is cooling the housing market, with purchase applications down 3% and buyer activity lagging behind last year amid growing economic uncertainty.
Shaun Davies, PhD, CFA retweeted
Number of 80°+ days in March in Denver:
1972-2025: 7 days
2026: 8 days
#COwx