Sean (@sean91237) 's Twitter Profile
Sean

@sean91237

Notre Dame Civil Engineer Trader fixed income + for 10 years UChicago MBA.

ID: 973921999797080064

calendar_today14-03-2018 14:01:14

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Simple equation Net exports + domestic savings + gov = 0 Current deficit 8%. Current net exports -4%. Deficits needs to be 4%. Tell me how US balances things without tariffs without forcing a massive 2008 style massive US domestic leveraging

Special Situations 🌐 Research Newsletter (Jay) (@specialsitsnews) 's Twitter Profile Photo

This is VERY dangerous... Japanese are bringing up their treasury holdings in trade negotiations Imagine there are MANY different levers other countries can pull if Trump negotiates poorly Another example is Europe taxing some of our 800 billion in software exports at 25pct

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People do realize announcements like these are 99% fake and just political posturing? It’s non-binding. But 98-99% of what you do promise is just reclassifying loans you were going to make anyway.

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I thought the pro-immigrant people said they would assimilate into the US? Instead we become them? Can we just kick Minneapolis out of the US now?

Sean (@sean91237) 's Twitter Profile Photo

Ya ND schedule was weak but still P4 teams and they had them all executed by half time. Everyone wasn’t ending their games until into the 4th

Ya ND schedule was weak but still P4 teams and they had them all executed by half time.  Everyone wasn’t ending their games until into the 4th
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Fairly easy solution here. Battle of Indiana scheduled first week of CFP playoffs. IU is a poor school. They need NIL money. Sell the TV rights for a $100m. Give all the cash to IU. Crush IU.