Michael Scott

Wisconsin Sports/Music/Finance/Politics (regrettably)

[Michael Scott @MS_Anderson85]

@FreddyLA7 Road trip to the west coast, Freddy

[Michael Scott @MS_Anderson85]

@Convertbond YOU hated this stock as recently as a month ago when it was $500, calling it a “SCREAMING short”. How much money have you lost trying to short semis?

[Michael Scott @MS_Anderson85]

@Convertbond What are GOOGL and SOXX up?

[Michael Scott @MS_Anderson85]

@fundstrat @GlobaMktObserv An account of your prominence should know this chart is credited to @BCAResearch and not this random weird account

[Michael Scott @MS_Anderson85]

@ContrarianCurse Who is leading or organizing this uprising? What weapons are they using? Asinine take

[Michael Scott @MS_Anderson85]

@Citrini7 @satyanadella Maybe now they’ll let you into Futureproof

[Michael Scott @MS_Anderson85]

@Citrini7 This is insanely depressing while I stress daily trying to eek out a 15-20% annual return

[Jonathan Lemire @JonLemire]

Yes, It’s Fascism https://t.co/hrn3jchLb1

[Jonny G 🇺🇦 @dontforgetchaos]

I make no apology for posting this photo. I think it’s a photo that will haunt America in the years to come.

This is what you have become. If you defend this, have a word with yourself.

[Michael Scott @MS_Anderson85]

@captaincaleb18 Incel

[Michael Scott @MS_Anderson85]

@BarstoolBigCat HEATERGATE

[Michael Scott @MS_Anderson85]

@Convertbond Big players doing fine in the multi billion perpetual vehicles. Non-accrual is near zero with negligible or zero defaults. Risk is in the hundreds of new, small funds with loose covenants, high LTVs, low ICRs. You are too invested in this narrative now to allow for any nuance.

[Michael Scott @MS_Anderson85]

@kieranwgoodwin They hold liquidity sleeves to meet redemptions up to 5% gate. They can tap revolvers above and beyond that. How do you know their loans are mispriced and they aren’t worth the marks? You know all their marks are done monthly by third party? (kroll)

[Michael Scott @MS_Anderson85]

@nequalonetrader This is so hilariously stupid. This merger was agreed on 9 months ago when OBDC was trading at par. They intended to merge with the public BDC at fund inception back in 2017. It absolutely does not mean they are lying about loan makes. Also, Kroll marks all their loans!!

[Michael Scott @MS_Anderson85]

@MarkNewtonCMT I’m holding. Your posts from mid/late October call for a bottoming (around 3800) and push up early to mid-November, and then further push above $5k and towards new highs in the same month. That’s 3-6 week timeframe. Not watching BTC calls.

[Michael Scott @MS_Anderson85]

@WorldWideWob You see the “toon squad” ex-giannis take down the warriors tonight?

[Michael Scott @MS_Anderson85]

@WorldWideWob @PlayProphetX “Toon squad”? I thought you’re supposed to a basketball expert and not a rube homer. Bucks are trending up and Knicks trending down from last year.

[Michael Scott @MS_Anderson85]

@squabard @fundstrat BMNR’s stated strategy is to do the exact same thing if mNAV is below 1..

[Michael Scott @MS_Anderson85]

@mikefreemanNFL Improves bank profitability to get a more accurate read on someone’s credit history.