Drew Wells

[Drew Wells @Blue9a]

@altruafinancial @MarkMcGrathCFP A mortgage is substantively the rental of money, and interest is the rent. To answer your question you would need to know the price to rent comparable real estate, among other things.

[Drew Wells @Blue9a]

@BenRabidoux Your rhetorical question represents an attempt to change the subject. I was responding to your comment that the NDP was impliedly exclusively responsible for DRIPA. If your new point is that Eby is an idiot, I won't disagree.

[Drew Wells @Blue9a]

@DsrPrivate The only other seemingly available options are negotiate an opening - which will likely take too long - or use force - which is obviously not an option now. Declare mission accomplished and maybe Iran opens the straits with tolls to avoid being hated by the whole world.

[Drew Wells @Blue9a]

@DsrPrivate Could you please explain the relative performance at equal risk chart; specifically, why it shows DS Global outperforming ALLW.

[Drew Wells @Blue9a]

@DsrPrivate Sorry - badly phrased question. Do you think the odds of that happening are sufficient to warrant putting some of what would otherwise go to cash into value stocks?

[Drew Wells @Blue9a]

@DsrPrivate As I recall heading into 2000 value stocks had sucked for a long time, like now (Grantham lost tons of assets); and they performed reasonably well after 2000. If my recollection is correct, do you think that could repeat if you're right about the overall market?

[Drew Wells @Blue9a]

@PasqualeSasso Furthermore, the reciprocal tariffs were imposed by Trudeau. While you can say the Liberal party and the government of Canada has pivoted, in no meaningful sense can you say that of Carney.

[Drew Wells @Blue9a]

@PasqualeSasso But while the reciprocal tariffs and the withdrawal of some of them are observable facts, characterizing the strategy as inferior is not; it's a judgement about the best course of action. That requires an evaluation of the alternatives, in this case, available counterfactuals.

[Drew Wells @Blue9a]

@ronmortgageguy Thanks for the respectful ad hominen response. Very impressive!

[Drew Wells @Blue9a]

@DsrPrivate @MarkSMcDaniel "Historic" in the sense of this likely being a watershed year?

[Drew Wells @Blue9a]

@JohnPasalis @danielfoch You're banging your head against the wall with Daniel. Anyone who poses the following rhetorical question is very clearly blinded by his book and not listening: "What’s wrong with those investors going crash flow negative though?"

[Drew Wells @Blue9a]

@DsrPrivate You do something extraordinarily difficult: hold and act upon directly opposing thoughts simultaneously. You can simultaneously hate bonds and own them; doubt whether you possess alpha and pursue it. It's like believing light is both a wave and a particle.

[Drew Wells @Blue9a]

@DsrPrivate Sounds like you've expanded Pascal's Wager to TA. The world is a better place with a little more intellectual humility like yours.

[Drew Wells @Blue9a]

@BobEUnlimited @EconstratPB @fejau_inc You've got 187K followers. 10% of the population are assholes. Put it behind a paywall. I'd be happy to pay.

[Drew Wells @Blue9a]

@danielfoch @JohnPasalis From a policy perspective, I think it makes sense to incent amateur landlords to invest by way of a limited partnership (or some such structure) that builds and owns a purpose built rental - a sort of modern MURB program with safeguards to prevent the problems last time around.

[Drew Wells @Blue9a]

@danielfoch @JohnPasalis Respectfully, ease of eviction is a red herring. If I pay all of my costs of housing as a home owner, I cannot be forced to move against my will. Not so if I pay all of my costs of housing as a renter from an amateur landlord.