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Jake Freifeld

@jake_f

Portfolio Manager. Fixed Income. Focused on distressed mortgages, aircraft leases and other esoteric bond cash flows.

 Menlo Park, CA
chilmarkhill.com
Joined November 2008
  • Tweets7.3K
  • Following1.5K
  • Followers3.2K
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Photo by Jake Freifeld (@jake_f)Photo by Jake Freifeld (@jake_f)Photo by Jake Freifeld (@jake_f)Photo by Jake Freifeld (@jake_f)Photo by Jake Freifeld (@jake_f)Photo by Jake Freifeld (@jake_f)Photo by Jake Freifeld (@jake_f)Photo by Jake Freifeld (@jake_f)Photo by Jake Freifeld (@jake_f)Photo by Jake Freifeld (@jake_f)
Finally! Hentemann: "[now] opportunities are more for the domain of [MBS] specialists than drive-by investors." bloomberg.com/news/2014-05-2…
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Structured Asset Securities Corporation #IYKYK #SASC #RMBS
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Jake Freifeld retweeted
Dow (@mark_dow) profile picture
Dow
@mark_dow12 Jun 2024
There are a ton of smart ppl who just can't buy high. They're hard wired this way. Their disposition won't let them. They are always bearish tech and always bullish things like oil, bc oil is tangible and always looks relatively cheap. Oil is the ultimate chicken beta play. These types may sound smart, but they will never be great--or even good--investors if they can't ever get themselves to buy a chart like this. And listening to them drone on about valuations and blame the Fed whenever reality disagrees with them is never ever going to make you any money.
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I don't know what to tell you all, but when we are talking about EM distressed credit on Bloomberg TV... we are closer to the end then the beginning of the rally... the best time to buy em credit is when you get laughed out the room for bringing it up, not invited on tv...
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Jake Freifeld retweeted
Quantіan (@quantian1) profile picture
Quantіan
@quantian125 Mar 2023
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Meb Faber (@MebFaber) profile pictureMeb Faber
@MebFaber24 Mar 2023
We're hiring at @CambriaFunds ....drop me a line if interested! Mostly in growth marketing, and sales, but ALWAYS looking for A+ people...
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CCC yields have more than doubled in the past 12 months. For obvious reasons. But the effect on HY issuers, CLOs, etc is increasing every day.
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🚨 New Zohar III LLC 🚨 #Bullish #IYKYK
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One Euro is still worth one Euro
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$ZM now back to March 2020 levels
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Biotech is now below Feb 2020 levels $XBI
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Gotta short 'em all
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I had the privilege of spending 90 minutes yesterday breaking down the components of inflation in 2022 and 2023 via the modeling and insights of @fcastofthemonth If you're serious about this stuff, you should reach out to Omair
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From the moving business to the storage business. In just a few short weeks. The taper has already had an impact on many parts of the mortgage market. Dealers are having a slower than normal December and bond inventory is just hanging around. It's gonna get interesting. #RMBS
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✅ Bible ✅ Credit Support Annex ✅ Ye Olde Solly Shoe-Shop jollycontrarian.com/index.ph…
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... honestly with this VIX spike we should see more of a credit market reaction, I'd say.
Jake Freifeld (@jake_f) profile pictureJake Freifeld@jake_f3 Dec 2021
Credit markets have not reacted... yet.
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Credit markets have not reacted... yet.
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Time to close the book on $ARKK It might be controlled by the shorts from now on?
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Jake Freifeld retweeted
bedouin (@bedouincap) profile picture
bedouin@bedouincap2 Nov 2021
We need to have a real discussion as to whether PE returns of the last 10 years have come from underlying fundamental performance of the investments, or from an ever-increasing amount of PE capital chasing a relatively fixed opportunity set
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I was a developer on the options pricing system that Rod Gancas used circa 1997-1999. One of my favorite traders to interact with, I learned a lot from him
Jared Dillian (@dailydirtnap) profile pictureJared Dillian
@dailydirtnap29 Oct 2021
I had Rod Gancas for a final round interview at Lehman in 2000. I had “entrusted with Top Secret clearance” on my resume. He went in Word and changed it to “encrusted.” “What the fuck!” he says. “You have a typo on your resume?” “I just wanted to see how you’d react.”
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Those same high cost cities are the entire basis of ARK's "innovation" thesis. $ARKK
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