Daniel Bienlien

Proponent of urban living • Learning what it takes to perfect luxury living in the urban domain

[Daniel Bienlien @DanielJBienlien]

@Crussian17 @Z54Piggy Pretty wild that it was a stock that couldn’t even rally in 2021

[Daniel Bienlien @DanielJBienlien]

@seandsweeney Are there any red flags that, even if you see some of the things you typically look for, you will still steer away from an area?

[Daniel Bienlien @DanielJBienlien]

@Merridew__ wow

[Daniel Bienlien @DanielJBienlien]

@TMTLongShort Grow gdp? Won’t this shrink the economy? The same amount of work will get done. The returns will just be spread amoung fewer spenders.

[Daniel Bienlien @DanielJBienlien]

@gamesblazer06 Weird, I’m doing the opposite. Equity valuations near dot com levels while I have a 6% interest rate on my mortgage. I think I’ll take the risk free 6% return by paying it down.

[Daniel Bienlien @DanielJBienlien]

@paulswaney3 I think the reason this discourse is prevalent today unlike past generations is women’s increased presence in the workforce. Much of the “mental load” that could more easily be carried by a stay at home mom must now be shared by two working parents.

[Daniel Bienlien @DanielJBienlien]

@goodalexander The market is clearly already pricing in AI making civilization irrelevant

[Daniel Bienlien @DanielJBienlien]

@SqueezeMetrics Have we sufficiently killed put buyers yet?

[Daniel Bienlien @DanielJBienlien]

@Chartfest1 @gamesblazer06 But have gone nowhere since October. Everyone is used to up only

[Daniel Bienlien @DanielJBienlien]

@Citrini7 Feel like this narrative is a red herring and the market has just completed a lengthy period of distribution.

[Daniel Bienlien @DanielJBienlien]

@TotemMacro @jayskywalker16 @LukeGromen I figured this was due to their yield curve steeping widening NIM, expansive fiscal outlook generating expectations of further steepening + general risk on sentiment, and flows out of bonds into stocks.

[Daniel Bienlien @DanielJBienlien]

@darioperkins 90s tech made a single person more useful, this time it allows one person to do the work of 10+ people. Look at the unemployment rate of recent grads. This also means fewer companies are necessary. Even the power demands are likely overestimated.

[Daniel Bienlien @DanielJBienlien]

@gamesblazer06 I’m going to be losing my benefits and rewards aren’t I?

[Daniel Bienlien @DanielJBienlien]

@gamesblazer06 HYG also

[Daniel Bienlien @DanielJBienlien]

@0xMerridew When did he start referring to himself in the third person?

[Daniel Bienlien @DanielJBienlien]

@LoganMohtashami Why are permits down?

[Daniel Bienlien @DanielJBienlien]

@gamesblazer06 KRE responded positively today. Guess tomorrow will probably be more telling though.

[Daniel Bienlien @DanielJBienlien]

@gamesblazer06 Repeat of 2000?

[Daniel Bienlien @DanielJBienlien]

@BenKizemchuk Wasn’t retail buying also particularly strong off the tariff crash bottom?

[Daniel Bienlien @DanielJBienlien]

What is happening to the condo market in Manhattan?