BTB

Not Investment Adivce, Burner Account, Retweet != Endorsement

[BTB @BtbPartners]

@Mr_Neutral_Man AVB April metrics

[Conor Sen @conorsen]

If he really wants to scare people he’ll talk about that Google paper and the implications for memory stocks.

[@aahan_prometheus @AahanPrometheus]

CPI is going over 4% and ya’ll are talking about buying bonds?

[Hiroo Onoda @OnodaCapital]

Boy, thank god we elected the most “pro business” administration ever with a focus on Main Street. May the Golden Age last a thousand years!

[BTB @BtbPartners]

@RealJimChanos @partners_road

[BTB @BtbPartners]

@TheLAPurchaser Isn’t lab space now more valuable as a volume winner

[BTB @BtbPartners]

@OnodaCapital NYC office got tanked this week on that thesis

[Sigma Zero Capital @sigmazerocap]

https://t.co/ouFaytk3ly

[BTB @BtbPartners]

@ConsensusGurus Awful NY GGR data

[Senator Thom Tillis @SenThomTillis]

If there were any remaining doubt whether advisers within the Trump Administration are actively pushing to end the independence of the Federal Reserve, there should now be none. It is now the independence and credibility of the Department of Justice that are in question. 

I will oppose the confirmation of any nominee for the Fed—including the upcoming Fed Chair vacancy—until this legal matter is fully resolved.

[derek guy @dieworkwear]

finally, we're living through precedented times

[John Arnold @johnarnold]

2025 had the lowest rate of
- mass shootings since 2006
- homicides since 1950s
- teenage pregnancy in recorded history
- suicides since 2020
- road fatalities since 2019
- drug overdose deaths since 2019
- alcohol consumption in recorded history
- inflation since 2020

[Russ Greene @GreenPlusAnE]

Now in @TheFP!

[John Arnold @johnarnold]

The affordability and abundance movements will sometimes run counter to interests of public employee unions. How Dems navigate this conflict will determine how much of the rhetoric translates to action. Disappointing the leg passed this but kudos to Gov Hochul for taking a stand.

[fed_speak @fed_speak]

IT IS TIME!!

PLACE YOUR VOTE FOR FINANCE CHARLATAN OF THE YEAR HERE -->

#FCOTY

https://t.co/ZCcaGP4wiW

[BTB @BtbPartners]

@conorsen Issue is price driven improvements in affordability won’t increase activity in the near term. Sellers don’t want to sell at a loss and buyers don’t want to catch a falling knife.

[Aaron Slodov @aphysicist]

to understand zohran you must understand this

[YIMBYLAND @YIMBYLAND]

If New York is cooked, it won’t be because of Zohran, it will be because of its incompetent and power-hungry city council that continues to block key housing reforms.

[Conor Sen @conorsen]

[@opinion] The pandemic boom and all the new supply it generated combined with high Texas property taxes that disincentivize sitting on homes is making Austin a rare metro on the path back to affordability: https://t.co/RM0JfzGANG