Hank MF Rearden

Objectivist. Free market evangelist. Maker of steel.

[Hank MF Rearden @Hank_MF_Rearden]

@DeItaone Seems astonishing that his supporters, who are riding the bottom leg of the K shaped economy, don't seem to care as he enriches himself.

[Hank MF Rearden @Hank_MF_Rearden]

@WillBiddy_ @five__talent We have very complicated taxes across trusts, pass through entities, various income streams etc. Just ditched our sophisticated accountant and had Claude do it all. Totally effective. Very cheap...

[Hank MF Rearden @Hank_MF_Rearden]

@JRambo0810 Problem for them is that even if they persist at some level, their revenue share of the total customer need is going to get massively eroded. Takes no time to build your own interfaces and have AI do a lot of the entries, so per company seats go way down via API use instead.

[Hank MF Rearden @Hank_MF_Rearden]

@negligible_cap Seems like the first major step toward correcting this insanity...

[Hank MF Rearden @Hank_MF_Rearden]

@optionscjp $SOXL reckoning inbound...

[Hank MF Rearden @Hank_MF_Rearden]

@brandonjcarl June 26 220/180 bear put spreads...

[Hank MF Rearden @Hank_MF_Rearden]

Interesting take on recent oil services sector parabolic move. Comparing to the last couple of similar periods, this one is the most extended and seems highly likely for some near-term retrenchment...
$OIH $XLE $OIL $VIX

[Hank MF Rearden @Hank_MF_Rearden]

@biancoresearch What a complete and utter moron Trump is. No plan, no leverage, no end game. Just a preschooler playing with very expensive toys. Iran arguably has more leverage than they did before this all started.

[Hank MF Rearden @Hank_MF_Rearden]

@DeItaone Trump is such a dope. TBH each new twist sets a new level of stupidity. Schelling's work on burning your own bridges to create negotiating leverage only works under fixed conditions, that do not exist here. He is actually building Iran's influence, not diminishing it.

[Hank MF Rearden @Hank_MF_Rearden]

@VolRadarcom Not at 19 this morning...

[Hank MF Rearden @Hank_MF_Rearden]

@lisaabramowicz1

[Hank MF Rearden @Hank_MF_Rearden]

@scottlincicome Would be curious to know what the data says about staged homes vs. homes with owner furniture. Totally get that furniture gives a buyer a better sense of a property as a home, but wonder how much benefit there is to sellers in getting all of their own stuff out and staging.

[Hank MF Rearden @Hank_MF_Rearden]

@quantian1 Listen to Waymo instead. Automated driving, automated trading...

[Hank MF Rearden @Hank_MF_Rearden]

@bulliever7 @DeItaone Seriously. The gas lighting and misinformation on who pays is just off the hook.

[Hank MF Rearden @Hank_MF_Rearden]

@DeItaone "Of which I am one." FFS. Give us a break on the bullshit.

[Hank MF Rearden @Hank_MF_Rearden]

@amyewalter The most startling stat is that 31% of Trump voters think we should deport people who are married to a US citizen. I mean, seriously?

[Hank MF Rearden @Hank_MF_Rearden]

@rossry @ChanaMessinger

[Hank MF Rearden @Hank_MF_Rearden]

@NickWoolos I bought a chunk AH around 278. Definitely not a long term believer in the company, or Musk for that matter, but the best trades so far this year have been scalping volatility on overreactions. This feels similar for short term play.

[Hank MF Rearden @Hank_MF_Rearden]

@dampedspring Personally cannot remember a period with more chaotic policy whiplash, which somewhat replaces my fascination with exhaustion, particularly while managing a portfolio of real companies trying to respond to this nonsense...

[Hank MF Rearden @Hank_MF_Rearden]

@Crowded_Mkt_Rpt Better not to taco bout it beforehand.