Maevehem

[Maevehem @ProjectMaevehem]

@endless_frank SHORT SQUEEZE UNDERWAY!!!

[Maevehem @ProjectMaevehem]

@THChumor @Mr_Derivatives Rebalancing

[Maevehem @ProjectMaevehem]

@Task_Master_17 @baba_booey143 @hkuppy The way she goes. Opportunity cost, whether political, economical, or both, was higher elsewhere for JPM’s largest clients

[Maevehem @ProjectMaevehem]

@baba_booey143 @hkuppy I'm just glad this didn't happen in the first two years when the share price was in the dumps. A 70% discount and presumably no dividends (unsure) is pretty rough though for folks like me who didn't convert. There's a price to pay for playing wild west games I suppose.

[Maevehem @ProjectMaevehem]

@baba_booey143 @hkuppy I called JPM's DR desk directly. Funds should hit accounts by month-end, after DTC.

[Maevehem @ProjectMaevehem]

@hkuppy @baba_booey143 Just found out $SBER DR holders were liquidated on 6/8: https://t.co/A6hp79TZnP
Also confirmed calling JPM's ADR desk.

[Maevehem @ProjectMaevehem]

@JakehellerAI AI guillotine

[Maevehem @ProjectMaevehem]

@iononrecourse Simple: virtue signaling. Less of a perceived ego red flag for lenders / LPs. Experienced lenders / LPs have been burned enough times by the "sweaty" megalomaniacs of the CRE industry.

[Maevehem @ProjectMaevehem]

@InfiniteL88ps @_brianpotter Not enough people hit on is the fact that the margins in the construction industry are inevitably absorbed over time by materials producers / suppliers (i.e., giant cartels and regional monopolies).

[Maevehem @ProjectMaevehem]

@drgurner That assumes they are self-aware at all

[Maevehem @ProjectMaevehem]

@cryptoartists1 @Oknowuk @Gaurab I have no idea but it's not what moves the needle for Cliffy's business

[Maevehem @ProjectMaevehem]

@Oknowuk @Gaurab US steel manufacturers, in general, get no love from Wall Street either. Look how suppressed US Steel's share price was prior to getting acquired by Nippon.

[Maevehem @ProjectMaevehem]

@Oknowuk @Gaurab CC carries quite a bit of debt relative to peers and Wallstreet dislikes the CEO. CC's products are also cyclically volatile.

[Maevehem @ProjectMaevehem]

@ryanwhitney6 @spittinchiclets They need to start putting shots low off the pads. Lobbing beach balls at the net right now…

[Maevehem @ProjectMaevehem]

@endless_frank Very short term, yes. Medium and long term, no

[Maevehem @ProjectMaevehem]

@rodpalmerhodl @HodlMagoo Nicely put

[Maevehem @ProjectMaevehem]

@merlinscapital Never let a manufactured crisis go to waste…