Financial analyst and part time hack musician
Kansas City, MO
Joined October 2012
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Theodore Stamos retweeted
Happy 53rd birthday to Seth MacFarlane! 🎂
His Kermit the Frog impression while performing Liam Neeson’s TAKEN speech on The Graham Norton Show had Tom Cruise absolutely losing it. 😂
Theodore Stamos retweeted
Keith Jarrett’s solo performance of “Over the Rainbow” in Tokyo in 1984 is widely regarded as one of the most outstanding and moving piano solo covers of all time. Rather than simply restating the familiar melody, the legendary pianist infused the piece with new life through his brilliant improvisation, refined harmonic structure, and profound emotional depth.
Theodore Stamos retweeted
Day in the life: euro HY credit:
> 6am: wake up. Bloomberg mobile. “Strong US close”. You gd beautiful yanks. Today will be a good day. 🟢
> 7.30am: xover 4bp tighter. Cash unchd. Hedge losing money, positions unchd. Probs just laggy, it’ll be fine.
> check screens. Really must remember to sell TalkTalk into this strength. Offer only. Strange. Broker was pitching it as top long last week.
> NEW DEAL: GENERISHITCO IPTs 6.5-6.75%, 100mn Adj EBITDA, 25mn adjustments, 6x lev, Apollo sponsored, Italian, highly specialised global leader in roof tiles. Fitch BB-. “Might rally on the break, cheap for a BB, let’s do the work”
> Cash going up now. There is a god. Maybe we rally from here? Let’s check some of our favourite HY paper… bid only. “That line doesn’t work for us today, we are wrong way”. 👍🏻👌🏻
> TalkTalk. BT takeover! That sounds like good news for bond holders. 400mn.. that sounds a bit low, was quite a lot of payables and super senior… let me just check it was 60/62… 2/4 that can’t be right. 2/4. Oh dear.
> midday: NYC 7am - the adults are in LFG! 🇺🇸 🦅🏈
> futures gap down 50bps. FFS. “*TRUMP THINKING ABOUT ESCALATION IN IRAN”
> xover back to unchd on day, cash spreads? Spreads wider. Rates will probably be helping though. Rates? Rates wider too.
> SOFTBK surely most liquid curve in whole market. 2pt bid-offer. JFC. Should probably just hit the bid. “That doesn’t work actually” 🆗 🆒
> GENERISHITCO PRICING TIGHTENED 5.625% ACCELERATED TO TODAY. JP say book is 3x oversubbed, “good management, earnings troughed, cyclical not structural”. “Let’s put an order in, could be up on break”. 20mn order
> VMED! sht how haven’t I checked in on this one? The Sona vs. Diameter face off! Altnet consolidation. CMA decision? 3 lines past every home, CityFibre are a real business, market can die. Front end? -10pts. Excellent.
> Italian online university? “Multiversity”. Criminal conspiracy, corruption. -15pts. Phew. Missed one. That’s great dd. Were you short? No, no but I thought about it.
> *ARINI -14% YTD, RAISES $1.5bn. Haha that cheered me up, those guys dOnT dO pRoPeR uNdErWriTiNg. Check my PnL, -20%. Some bad luck in there though.
> time to go home. email: GENERISHITCO. Congrats 15mn fill. Just one last look at the screens. GENERISHITCO greys -/95.125. JFC.
Theodore Stamos retweeted
This is the best Christopher Walken impression you’ll ever see in your life.
It’s not just the voice. It’s the utter absurdity.
Theodore Stamos retweeted
🚨 MILTON FRIEDMAN (1978): Young lawyer asked Milton about when it is okay for a Govt to force a free citizen to act.
Did you get the nuance in Milton's question about the difference between "society" and "govt"...
Do you think a man should be free to sin?
Theodore Stamos retweeted
Study the news, you'll conclude that things have never been worse.
Study history, you'll conclude that things have never been better.
Theodore Stamos retweeted
Roger Ebert on Alien (1979)
in Alien Romulus (2024) the oldest member of the main cast was 32
Theodore Stamos retweeted
I wonder if my recorded call has ever been used for training or quality purposes.
Theodore Stamos retweeted
Impossible to choose, but, of all the scenes in Mad Men, this one blows me away every single time
Theodore Stamos retweeted
明日🔥
天国のおじいちゃんおばあちゃんも、会場で楽しんで聴いてくれたらいいな🕊️
（P.S.その辺にあったシュシュで髪を縛ったら、なんか頭に咲いてるみたいになりましたが気になさらず🌹）
Theodore Stamos retweeted
I haven’t seen it 12 times, but Mad Men is a remarkable artistic achievement. Some of the best scripts ever written, approaching novelistic depth, and fabulous acting from everyone in a huge cast. So much else, too. It is the highest art American television has ever achieved.
Theodore Stamos retweeted
MAD MEN is the #1 show of the century, probably all-time. Unparalleled depth, performances, themes, emotions; the best drama that is also somehow the best comedy. I know this; you know this; your mom knows this. We don't have to be babies who pretend otherwise.
Theodore Stamos retweeted
Harvard kids singing Radiohead’s “Creep.”
This could have gone very wrong.
Then the lead singer opens his mouth.
The Harvard Veritones have won at the International Championship of Collegiate A Cappella — the real-world competition that inspired Pitch Perfect.
Turn the sound on for this one.