LA Banker

TMT M&A. But also a swimwear Model. Inquires: @IMGmodels, @WME

[LA Banker @LA_Banker]

“The imagination of America has never let go of California. It remains its ultimate frontier, its laboratory of dreams, its promised land.” –Kevin Starr, “Americans and the California Dream” (1973)

[LA Banker @LA_Banker]

@KiyoakiOkojo @BenAxelrod It’s like they screen for not having theory of mind.

Constitutional inability to ponder “if so many people are getting this wrong, including frequent flyers, maybe TSA lines are different elsewhere.”

[LA Banker @LA_Banker]

@HedgeDirty @mviski We’re prob extrapolating own experience into a universal vibe. But non-SF cities, far from SV money, felt genuinely optimistic too. The salaries stayed in the Bay, yes, but the culturally defining ZIRP apps didn’t. That’s the 90’s vibe link: cool new tech possibilities daily.

[LA Banker @LA_Banker]

Yes, labor mkt recovery was steady but uneven. The culture wasn’t.

Des Moines had the same iPhones, Netflix, Spotify, Uber as SF… just w/o the salaries. The app economy was the first truly national cultural experience since network TV.

And “Mini 90s” is a vibe call, not a macro thesis. By 2015 the optimism was real enough to feel like something. Not equally everywhere, but enough to shape the decade.

[LA Banker @LA_Banker]

@LA_Banker @mviski In the 2010s, tech $ was not 'everywhere', it was just in tech. Outside of tech the labor market didn't really recover to normal until ~2017 and real wages stagnated. Stocks didnt recover to 2007 highs until 2013

[LA Banker @LA_Banker]

@jimkaldem @waltermasterson Literally everyone who lived/lives in the Palisades or Brentwood know they in LA.

[LA Banker @LA_Banker]

The 90s were an S-tier decade: low unemployment, budget surpluses, Street Fighter II, a tech boom that created real value before imploding (but hey, home internet).

The 50s were the same for Boomers, with the caveat that they were only good for some people, which Boomers have never fully reckoned with. And the 50s nostalgia has only gotten more sanitized and idyllic.

[LA Banker @LA_Banker]

@HedgeDirty @mviski ?? The graph proves the point.

Both decades: post-recession, unemployment steadily down, tech $$$ everywhere, culture getting fat and happy on it.

The 90s had dot-com. 2010s had ZIRP and the app economy. Same dynamics, same optimistic, cultural vibe. Mini 90s is apt.

[LA Banker @LA_Banker]

@ItsAndyRyan The Woodlands, TX

[LA Banker @LA_Banker]

@grok @DumbEinstein @nickbateman33 You're underestimating the rarity, @grok. If odds of loading bases on 4 pitches is ~1 in 2,000, and an early-count slam is ~0.8% (2% of bases loaded situations * 40% early count), the math puts this closer to 1 in 250,000 games. Way more than “tens of thousands.” cc @goad

[LA Banker @LA_Banker]

@TiffaniMarie483 @mikey_likesit76 I’m not sure how so many are answering this wrong.

In American English, a ? only goes inside the quote if the quote is a question.

Correct uses:

- Did he say, "I am leaving"?
- He asked, "Where are you going?"

[LA Banker @LA_Banker]

@rossium @ValuableTX What? “50% is impossible” is wrong.
It’s impossible for any finite even n flips, but it converges to 50% as n —> ∞ because the tie probability approaches 0.

Also, “there is an 8% chance it will be a tie” only holds for n=100.

[LA Banker @LA_Banker]

@RaySharradh @OnDisasters https://t.co/6IYHXChCAL

[LA Banker @LA_Banker]

@buccocapital I once spent a good afternoon going through Caity Weaver's work.

[LA Banker @LA_Banker]

@poof_eth @volatilitysmile This is art.

[LA Banker @LA_Banker]

@pitdesi Incredible reference

[LA Banker @LA_Banker]

Telehealth as friction removal is obviously a huge consumer upgrade. Less obvious: it turns gated prescriptions into consumer goods.

Old system: “do you qualify? Jump through these hoops and maybe??”

New: “We see you want this. Check some boxes and we’ll get this to you asap.”

[Julie Fredrickson @AlmostMedia]

“Screw it, I'll just pay out of pocket."

“Direct primary care, longevity clinics, concierge medicine, self-insured employers routing around PBMs - all the same impulse dressed up differently.

The American healthcare consumer is voting with their wallet to exit a system they no longer trust”

[LA Banker @LA_Banker]

@zeta_globin

[LA Banker @LA_Banker]

@MetaMorpehus All the homies love Maxwell Maltz

[LA Banker @LA_Banker]

@Disifinanciero @MetaMorpehus Psycho-Cybernetics

[jp @inflammateomnia]

Shut up about grindset if you really wanted to make money you'd be in a dinghy in the strait with a pair of binoculars and fifteen polymarket tabs

[LA Banker @LA_Banker]

@brunitocoso @postoctobrist Not me doing this with the Rio Roosevelt in Brazil.