@DecodingFoxNews@JesseBWatters is trying to sneak in his tired fearmongering catchphrases here and there, but Abdul isn't letting him have it, lovely 😂
@NickTimiraos The only implication for Fed is it might need to provide more liquidity thru rmp, but that might not be a big issue for feds effort to reduce soma. The rmp is relatively small and short duration and less impact on its overall footprint
@jimmyhuli AEHR's margin is around 35% with a whopping 30+ P/S. It's very long duration and extremely sensitive to any increase in real interest rates. If long end won't budge and semi is selling off, it'll be punished disproportionately for sure.
@RationalBlonde The benefits to local government like Loudoun is very special due to how VA law is written, can't be easily replicated in other states. So other non-VA locality won't get lot of money and they're not better off from revenue and employment perpective. So not a valid rebuttal.