John Maxfield

jpmorgan strategist michael cembalest, joined by trade reps for the heard and mcdonald islands, explaining last week that the islands would be at a disadvantage since no reciprocal tariffs were placed on russia [cembalest's presentation is v good: https://t.co/2WSY0q3Gpp] https://t.co/ZjHc0W0dfa

came across notes from a meeting w/ kerry killinger, ceo of washington mutual, the biggest bank to fail in history the chart, in a packet he gave me, shows that wamu was the best-capitalized big bank when it failed in 2008 capital is court jester; confidence is king https://t.co/0E6QZHzUFK

RT @JillCastilla: No one in the history of the Fed has a Governor been more accessible or transparent than Governor Bowman. It is authentic…

“The only liquidity you have in a crisis is the liquidity you bring to the crisis.” so good

CaptainGeorgeNorth @Capt_GN

$CFR so good https://t.co/GqoXckapsP

nic's work is a+

nic carter @nic__carter

i have a new OCP2.0 piece coming out soon and I think it's the most explosive one so far.

👊

Brian Stoffel @Brian_Stoffel_

My favorite quote from one of my favorite minds, @MaxfieldOnBanks https://t.co/LW68dZbvEO https://t.co/NBgjf4q8YE

RT @morganhousel: Upside of the last week: this is the best Twitter has been in years.

a story about trade wars and bank failures https://t.co/txtqWHS6Sw https://t.co/qH34i4kNDQ

trailing 100 year earnings vs. future 100 year earnings also the cape part is chef’s kiss

Bill McGill @JustBankStocks

@Aureliusltd28 @MaxfieldOnBanks "It is easy in the world to celebrate a bank while looking at its trailing 100 year track record; it is easy in the quietude of your apartment to make a logo design of yourself wearing a cape; but the great man is he who recognizes that $GBFH is the bank of the next 100 years

"It is easy in the world to live after the world's opinion; it is easy in solitude to live after our own; but the great man is he who in the midst of the crowd keeps with perfect sweetness the independence of solitude." - Ralph Waldo Emerson The secret to banking etched on a https://t.co/LLa2wA1SEp

RT @readswithravi: “You escape competition through authenticity.” - @naval https://t.co/uBSBMIqsiE

Japan’s like hold my beer

Charles Gasparino @CGasparino

Scoop: Top money managers say it was Japan not China selling last night that upended the bond market and forced Trump’s hand into a pause. And yes Trump took the win as so many countries wanted to do deals. Never one thing that causes anything; story developing

✅

Reads with Ravi @readswithravi

“Study hard what interests you the most in the most undisciplined, irreverent, and original manner possible.” — Richard Feynman

Regarding China’s reciprocal tariffs… It is in a much better place to wage a trade war today than it was twenty years ago when a majority of its exports were foreign funded. Source: China Customs. https://t.co/tVHxjmpSEr

on the list of things i'll never understand... https://t.co/FiwJol6qZg