Interloper

information omnivore

[Interloper @ERMICLLC]

@Sdavies22 @tritonpoker @CoinPoker_OFF Bout to turn that Twitter bio to $50!

[Interloper @ERMICLLC]

@rennyzucker Because one side feels comfortable, directionally, with the caricature and the other is ashamed of the past.

[Interloper @ERMICLLC]

@jimmydean197 Drew Bledsoe’s house. Anyone with money and taste would need to spend 3-4m to remodel it. Feels like whoever bought it has no taste or is expecting to spend $8.5-10 all-in. Seems like a fair price.

[Interloper @ERMICLLC]

@NoCapCapitalLLC When you’re on garden leave and want to come to Bend, I’ll host you for golf! I’m in the industry and enjoy your posts

[Interloper @ERMICLLC]

@PaulSkallas There’s a stolen valor element to the whole west coast experience. Rockies-west is rugged, was insanely difficult to settle 150 years ago. There was a romantic grit to it and it is, w/o doubt, beautiful. The beauty is (mostly) in the struggle to settle a place meant to be found.

[Interloper @ERMICLLC]

@JayKapoorNYC @Kellblog Oh no. 😝

[Interloper @ERMICLLC]

@Mike_kim714 @Titleist 30

[Interloper @ERMICLLC]

@FarmTwitPDX @dwightjaynes Which cities? Seattle, Nashville, Vegas off table for well-known reasons.

[Interloper @ERMICLLC]

@cap_zay @liensofnewyork “Situational awareness” capital is a tough name

[Interloper @ERMICLLC]

@jimmydean197 How about the 21 10 acre parcels that are about to be dumped on the market (not in phases?) out of gopher gulch development? Price talk of 1.5-2.5. Hard to see the market soak that up anytime soon!

[Interloper @ERMICLLC]

@orwellian Bob Negroni

[Interloper @ERMICLLC]

@ChairliftCap Well, Beshore has been off the podcast series, so …

[Interloper @ERMICLLC]

@buccocapital @CliffordSosin Claude knows that a tomato is a fruit; your friends understand you don’t put it in a fruit salad.

[Interloper @ERMICLLC]

@carm1nee @compoundpapi I love how his only interview looks like he’s being deposed in an Epstein interview.

[Interloper @ERMICLLC]

@pdxbrocialite Unfortunately not anymore in the 3-2-1 era.

[Interloper @ERMICLLC]

@HighyieldHarry The problem is not too many analysts, it’s too few productive senior bankers. One productive banker costs 15 analysts.

[Interloper @ERMICLLC]

@hnshah @om Great piece. Pretty surprised no mention of the word “memory” anywhere. Huge bottleneck

[Interloper @ERMICLLC]

@buccocapital No UBI until the robots take over blue collar. To your point, not a moment before.

[Interloper @ERMICLLC]

@collin1 Pretty incredible to have the second hardest schedule when you can’t play the best team, your own.