@KathyJones Or does this cause the Fed to push the front end lower to guard against a potential slowdown from the tariffs. Which given the persistent price pressures means the long end trades higher. With much lower real rates

@CliffordAsness easy one - a better solution has already been created:

@docrodwong what do you think turns sentiment here? will we see any commercial successes in big, impactful areas (Alzheimer's, solid tumor, immunotherapies)? or scientific breakthroughs in gene therapy, cell therapy, or other?

@tierrapartners @RadnorCapital What do you think explains the de-rating there? particularly given the fact that the competition investigation ended with next to nothing?

@John_Hempton With stiff competition from blocking the TPR / CPRI merger

@davidfaber nice job with the interviews thus far at the 13D summit. what can Starboard do about the $70bln $PFE has already spent on acquisitions? and difficult to model multiple expansion for SMID caps given the dearth of capital now following the space as Einhorn has stated

@ChrisPavese any idea why no US listing or even ADR for the company? seems like they are missing out on a larger potential investor base

@YellowLabLife price action aside, concerning to the deal prospect that the USW head reiterated his opposition just yesterday? is there a path towards breaking up the company such that Nippon buys the PA assets and CLF takes the rest / is able to say they bought the company?

@mintzmyer Is there a risk that the $10mm of repurchases is all we will see? Similar to Frangou's modest purchase activity earlier this year? And is the NAV estimate at risk given the unhealthy state of affairs in the iron ore market?

@mark_dow Great point - with all the talk about curve steepeners is this in fact the purest expression?

@Seawolfcap @StockJabber How do you get comfortable with the capital misallocation risk from the controlling shareholder? Nice to see some small insider purchases made -- but value can still leak to related privately owned entities

RT @NYPDChiefPatrol: Truly amazing! Columbia decided to hold its students accountable to the laws of the school. They are seeing the conseq…

@JohnArnoldFndtn John-why shouldn't this be presented as opportunity for the regulated firms? growing loads translates as a larger rate base upon which to achieve a fixed ROE. your 4th point is key - but if customers demand more power will have to come with higher $

@MrMojoRisinX have you come across the thesis that says direct to device satellite service will obviate the need for cell phone towers? from all we see that idea is a reach/at the very least many years off into the future. but could be weighing on sentiment towards the group

@sharkbiotech perhaps the mkt views now as a less likely takeover candidate given that they have sold away some upside on their lead drug candidate?

@BobEUnlimited helpful analysis. what do you think of the scenario that the Fed 'gets' to cut to something approaching 'normal' given that ann. 6mo inflation metrics have come down to within their range? Could imply 150bps of cuts just to remove restrictive policy?

RT @elonmusk: Let me help them out here: “Calling for the genocide [death] of anyone obviously constitutes harassment.”

@Jessicalessin @annie_goldsmith Sounds like it started with the tech crowd -- but has now definitively transitioned over to the East Coast financiers. Its like version 2.0 of the Oura sleep scores...

@wolfejosh Loved your wife’s comments today on this topic at the Robin Hood event. She was the first to speak up against anti-semitism and hate. Respect.

@Biohazard3737 I don't doubt it -- but then why would the company punt on that question during the call when they presented the approval? Share price is still down despite the formal news from the PDUFA meeting versus where it was when Novo reported results from their kidney trial