Bobby Kayrouz

Investor, Boston Sports Nut, Guitar Player, Traveler - *Thoughts and opinions are my own. I am not giving advice to anybody.

[Bobby Kayrouz @Bobby_Kayrouz]

@Cs_Confidential @Jumpman23 Yes

[Bobby Kayrouz @Bobby_Kayrouz]

@stoolpresidente I just had to take two Tylenol

[Bobby Kayrouz @Bobby_Kayrouz]

@TheRonnieVShow I think that 2018 is a good comp for the market overall this year

[The Kobeissi Letter @KobeissiLetter]

The bond market situation is crazy.

While everyone focuses on AI, US borrowing rates just hit the highest level since June 2007.

Credit card "serious delinquencies" are at the highest since 2010 and mortgage rates could near 8%.

What's happening? Let us explain.

(a thread)

[Jeffrey Gundlach @TruthGundlach]

30 year maturity Treasury bond holders want Fed hikes, not more Fed committees.

[Bobby Kayrouz @Bobby_Kayrouz]

@AnneErickson Jimmy Herring

[Bobby Kayrouz @Bobby_Kayrouz]

@td_nash He actually played in “21” of his 23 seasons overall

2 different teams

Reached 10 SB’s

Won 7

First year going to the most unsuccessful franchise in history, in his 40’s, he beat on the road Brees and Rogers, and then smoked Mahomes, to win his last

Salary cap era too

[Cerrone Battle @Cerrone_Battle]

Brad mentioned usage in his press conference and I had to go look. Did you know Jaylen Brown's 36.1% usage rate was the highest in Celtics history? Tatum, Pierce, Larry, Walker never had the ball in their hands more than JB did last year.

In fact historic ball hogs like Kobe, Iverson, Jordan and peak Harden only had one or two seasons each with higher usage than 36.1. Lebron, Steph and KD NEVER had the ball that much in a single season. I just found this very interesting. 🤷🏽

[Bobby Kayrouz @Bobby_Kayrouz]

@Barkley_Tap Where is Andre Tippett

[Bobby Kayrouz @Bobby_Kayrouz]

@VinnysCorner1 The 🚀

[Bobby Kayrouz @Bobby_Kayrouz]

@ThatEricAlper Page
Plant
94

[Bobby Kayrouz @Bobby_Kayrouz]

@alphatrends Tepper
Druck
PTD

[Bobby Kayrouz @Bobby_Kayrouz]

@JC_ParetsX DRI

[Bobby Kayrouz @Bobby_Kayrouz]

@td_nash Bird, and imagine if he both started in the league younger, and if he didn’t get severely injured in 85? He would have went to a few more finals, won a few more championships, and won a few more mvp’s

[Bobby Kayrouz @Bobby_Kayrouz]

@Spotify

[Bobby Kayrouz @Bobby_Kayrouz]

@TheDunkCentral @JakeLFischer @BleacherReport 🤮

[Bobby Kayrouz @Bobby_Kayrouz]

@LOGOinvestor @netflix Why not wait to see what the "real" price is before buying, in the next significant overall market pullback?

[Bobby Kayrouz @Bobby_Kayrouz]

@TheRonnieVShow It's all in the 2 year bond now, Warsh is expected to follow the bond market's lead (aka the smartest and by far the largest marketplace in the world)

[Bobby Kayrouz @Bobby_Kayrouz]

@emmitonair