Jefefin

[lace.io @lace_io]

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[Jefefin @Jefefine]

@dampedspring @biancoresearch The thing about this is that recessions are recognized in hindsight. No one knows they are in one until much later. So the time frame is going into recession, market goes down, recession is recognized looking back.

[Jefefin @Jefefine]

@dampedspring @BlacklionCTA @MichaelKantro What are your thoughts on what would happen in this case? Given current debt, deficit, etc?

[Jefefin @Jefefine]

@dampedspring @AJacksonHole @citrini It's a lot more interesting to me to own equity, rather than debt, of these companies. Like the Internet, there are likely to be a small number of big winners and many more companies that don't make it.

[Jefefin @Jefefine]

@CliffordAsness They still have to be good assets. If they are crappy assets, you should try and sell them for what you can get before everyone else figures it out.

[Jefefin @Jefefine]

@GeorgeTitor33 @skooookum To cross again is not to cross.

[Jefefin @Jefefine]

@ConejoCapital I scrolled all the way back through a month of likes to say that I still think about this post. I aspire to this vibe.

[bunny @ConejoCapital]

you gotta be old italian manmaxxing. you gotta go to a bench, sit down & stare at the horizon. you gotta be thankful for every single good thing that has ever happened in your life while sipping on a tiny double espresso. you gotta be smiling at strangers with a gentle nodmaxxing

[Jefefin @Jefefine]

@bitbanter @netcapgirl @TheStalwart Allow me to retort.

[Jefefin @Jefefine]

@tomowenmorgan Thanks for pointing to this. It's really good.

[Jefefin @Jefefine]

@swinshi @drvolts I think I can sum up your position nicely. "If you give a kid a lunch, he'll want a dinner. If you give a kid a dinner, he'll want a breakfast. WHERE DOES IT ALL STOP!"

[Jefefin @Jefefine]

@mablum @RealAlphaWifey This is low. You should feel bad about this.

[Jefefin @Jefefine]

@coloradotravis @therobotjames For practical advice on actually managing people, I can't recommend @managertools highly enough. Start with the book The Effective Manager and go from there. Completely changed the way I look at managing people.

[Jefefin @Jefefine]

@baseballcrank An activist judge is one that you don't agree with.