QuantCappers

NFL fanboy and Global Equity Portfolio Manager — DMs are open

[QuantCappers @QuantCappers]

@Studman223 @Kirsten_Tanis1 @iamcogs But the average return is not that.

[QuantCappers @QuantCappers]

@Studman223 @Kirsten_Tanis1 @iamcogs Yes and research shows that yr 1 of a recovery is typically a down yr. Not back to peak performance until the 2027 campaign

[QuantCappers @QuantCappers]

@MattHarmon_BYB @Kirsten_Tanis1 Thoughts on his injury?

[QuantCappers @QuantCappers]

@jakozloski Your best tweet ever. So true

[QuantCappers @QuantCappers]

@MurrayHillGuy1

[QuantCappers @QuantCappers]

@mattlindner 💯. Might be the most trad ownership group left

[QuantCappers @QuantCappers]

@ScroogeCap @equityclimb1 Easy. It’s up 100%+ over TTM. Mngt is selling expensive shares. Companies already use pricy equities as currency after big rallies (M&A, ECM)

[QuantCappers @QuantCappers]

@YBCTooCold No big deal. Small change over a relatively long period of time. Most likely aging as sex drive falls over time.

[QuantCappers @QuantCappers]

@jakozloski 💯

[QuantCappers @QuantCappers]

@TMTLongShort Delusional

[QuantCappers @QuantCappers]

@sweetbabyruski @jakozloski Fears sells

[QuantCappers @QuantCappers]

@mattkalish Would you put Polymarket in the same bucket as Kalshi?

[QuantCappers @QuantCappers]

@BoringBiz_ Demand is higher than supply. Right now. And then something changes.

Demand falls bc LLMs need to make a profit. Supply become less constrained and margins fall. Lots of things could happen and change the it’s-not-a-bubble-paradigm

[QuantCappers @QuantCappers]

@VolatilityVIX Losing 30% is really really hard to do. Seriously how is this possible if you have any kind of investment process?

[QuantCappers @QuantCappers]

@PauloMacro The US blockade is a modern day siege. IR executed 30k ppl in Jan who rose up bc the economy was already terrible. How does time help IR? The longer this goes on the more energy alternatives are found.

[QuantCappers @QuantCappers]

@jakozloski It’s not that deep bro

[QuantCappers @QuantCappers]

@FlanChitow50174 @PolymarketBlitz That’s why they restructured Bradbury’s contract

[QuantCappers @QuantCappers]

@FrankKellerNYC @chicfryrice What kind of lies

[QuantCappers @QuantCappers]

@Chicago_NFL Why drafted so late then?