Ryan

@ULLafayette | @TAMU

[Hunter 🌆 @rhunterh]

Me avoiding "AI conversations" at the kid's birthday party

[Danny Dayan @DannyDayan5]

Shocking Heat.

The economic acceleration that I called for in December is now clear.

The market reaction was wild. I look at it from two angles: fundamentals, and technical to assess how it can play out.

Importantly weekly note below.

https://t.co/ytDWOvIVNA

[Ryan @RealRyanHess]

Rates headed ⬆️

[Nick Timiraos @NickTimiraos]

The U.S. economy added 172,000 jobs in May and the unemployment rate held at 4.3%.

There were large upward revisions to March and April, raising the three- and six-month hiring averages to 188,000 and 92,000, respectively.

[Hedgeye @Hedgeye]

@Barchart Reality check:

[Ryan @RealRyanHess]

@CigarButtz @leftcoastbsbl I ran out of characters, but yes, this sums up my general view. Also would add that in general the Sun Belt got 5 bids (I know some of those may have been controversial). I def agree with your comments.

[Ryan @RealRyanHess]

@TheEXECUTlONER_ Both dads look and dress exactly how you would expect given the behavior 😭

[Sammy 'Ace' Rothstein @shortbus_ace]

going to tell Bill Pulte that Spotify is close to acquiring a nuke if they don't change the app symbol ASAP

[Danny Dayan @DannyDayan5]

In the 1970s, wages lagged in the first wave. When a second wave started, they responded rapidly led by union wages first.

Union wages are leading, but they are a smaller part of the economy. Corporate profits and margins are at record highs.

Will workers wake up?

[Ryan @RealRyanHess]

@GabeBock Don’t understand why we went Darden again. Don’t love the decision to go Lyons, but obviously 4 runs isn’t usually an issue for our offense so I get it.

[Uncle Tupelo @saturdayCEO]

@RealRyanHess @Hunterjones Comment ANALYZE26 3 times in the mirror with the lights off and see what happens

[Ryan @RealRyanHess]

@Hunterjones I would actually like to see the calculator ☠️

[Bill McGill @JustBankStocks]

I don’t know, man. I’ve met Brenda and she’s not all that observant and the things she does observe don’t seem to factor into even community bank relationship-based loans. I know Joe G. can show you a pretty chart demonstrating that $1B asset banks have lower NPL and charge off rates than $50B asset banks, even when comparing like to like loan categories (it’s not just % of resi loans to total loans driving the lower loss rate), but I don’t think Brenda has much to do with it. The CRE LTVs do. The reach for NIM on inventory financing does. In fact, when banks do fail, the FDIC loss rate on small community banks is absolutely breathtaking compared to FDIC loss rates on larger community and regional banks. And those stunning small bank losses are, in fact, very much due to “relationship” lending.

[Cluseau Investments @blondesnmoney]

* US REACHES PRELIMINARY MEMORANDUM OF UNDERSTANDING TO AGREE TO FURTHER MEMORANDUM OF UNDERSTANDING FOR PEACE TALKS TO ESTABLISH FURTHER PEACE TALKS TO INITIATE A SECOND CEASEFIRE TO EXTEND THE CURRENT CEASEFIRE

[Ryan @RealRyanHess]

@shortbus_ace Don’t underestimate the impact of a couple of extra inches

[Danny Dayan @DannyDayan5]

If you have followed me for awhile, you know I do my own research and build a ton of analytics and economic models.

I can honestly tell you the best thing I have ever built are my FCI models. Nothing comes close.

It is like an advanced warning system for what is to come.

[Ryan @RealRyanHess]

@chasesfish @phil_mcalister It’s so funny and insane.

[Ryan @RealRyanHess]

@chasesfish @phil_mcalister Stressed the interest rate all the way to 4.25%???

[Ryan @RealRyanHess]

@ZachDaRealtor The taxes, didn’t understand the debt he signed for, and *basically* admitted he didn’t stress the rents or cap rates. Just unbelievable all around.