5 Series Rider

2007 5-Series Rider. Penn.

[5 Series Rider @5SeriesRider]

@Ubiquiti Replacement for AmpliFi?

[5 Series Rider @5SeriesRider]

@dampedspring Time for RP in Japan?

[5 Series Rider @5SeriesRider]

@MLB @Topps MLB!

[5 Series Rider @5SeriesRider]

@pulte You do know she was one of the best sell side Agency MBS analysts of all time, predicted the housing crisis, and knows more about Fannie and Freddie than you ever will.

[5 Series Rider @5SeriesRider]

@pulte What’s this got to do with Trump?

[5 Series Rider @5SeriesRider]

@pulte Cross subsidies on LLPA's! Borrowers with high FICO scores should not subsidize those with Low FICO scores.

[5 Series Rider @5SeriesRider]

@DsrPrivate Bessent still has high 2handle 1-3y maturities to roll

[Mario Nawfal @MarioNawfal]

🚨ELON: EXTREMELY IMPORTANT TO UNDERSTAND THAT GOVERNMENT SPENDING IS A TAX ON EVERY AMERICAN

Nobel Prize-winning economist Milton Friedman:

“Keep your eye on one thing and one thing only: how much government is spending, because that’s the true tax.... If you’re not paying for it in the form of explicit taxes, you’re paying for it indirectly in the form of inflation or in the form of borrowing.”

Elon:

“Extremely important thing to understand.”

Source: @BasedMikeLee

[5 Series Rider @5SeriesRider]

@rationalwalk You see $mkl fixed income losses in CMBS and Munis? Makes no sense for equity people to take spread and duration risk. Berkshire keeps it simple and buys t-bills

[5 Series Rider @5SeriesRider]

@Speedway your pumps never work

[5 Series Rider @5SeriesRider]

@thepainguy Moves a little like Jose Fernandez too

[5 Series Rider @5SeriesRider]

@DsrPrivate Sorry another question, your 3700 is CAPE of 16x, 2866 perhaps ~205 x 14 mult?

[5 Series Rider @5SeriesRider]

@DsrPrivate Wouldn’t inflation re-accelerate in that scenario unless supply chains and Rus/Ukr totally back to normal?

[5 Series Rider @5SeriesRider]

@rcwhalen @JackFarley96 @markets @business @ctorresreporter Is it ok when JPM and BAC are paying 0% deposits and their MBS is in HTM?

[5 Series Rider @5SeriesRider]

@ScorpionFund @RemindMe_OfThis tomorrow at 7:25 am.

[5 Series Rider @5SeriesRider]

@Alpha_Ex_LLC How does a levered ETF maintain tracking ability with leverage costs going up?

[5 Series Rider @5SeriesRider]

@rationalwalk Is purchasing a higher ratio of B shares consistent with your previous posts that the A shareholders will control Berk destiny?

[5 Series Rider @5SeriesRider]

@amazonholder1 @FiduciaInvest Lambo?

[5 Series Rider @5SeriesRider]

@marcelolima This is great, and informative. Keeping it real beyond investing.

[5 Series Rider @5SeriesRider]

@AutumnCapital Doesn’t the theory assume tax increases reduces money supply?