Richard Redmond

Former managing director and trader in fixed income division of a major US Investment Bank; Later a hedge fund portfolio manager. Semi-retired.

[Richard Redmond @RichardRed1993]

@ludoonchart When he takes the money out of the Roth IRA he has to pay ordinary income tax on that $$. And if he leaves it to his kids they have to pay ordinary income tax. So it grew tax free but the co sumptuous derived from that $$ is taxed.

[Richard Redmond @RichardRed1993]

@Sassafrass_84 Me

[Richard Redmond @RichardRed1993]

@TomLeeTracker lol. So $4T moves to the public markets and gets diversified. It doesn’t get sold and there is a run on yachts, which is what these hair-on-fire idiots might think.

[Richard Redmond @RichardRed1993]

@Glen_Matom @US_Stormwatch that would work if the world was flat...lol.

[Richard Redmond @RichardRed1993]

@ajawsc40 @DeAngelisCorey @theseed59788459 So, you are a fan of extortion?

[Richard Redmond @RichardRed1993]

@MilkRoadAI Utilities have 20-25 multiples. They are not asset light and they capitalize most projects. If hyper-scalers capitalized their projects, like most asset heavy businesses, their earnings would be a lot higher. And current PE's would be much lower.

[Richard Redmond @RichardRed1993]

@MilkRoadAI This is the same guy who thinks Thoma Bravo got out of their Medallia investment without a loss - which is silly. He doesn't understand capital structure math. He gets a lot right, but he also gets a lot wrong. Caution is advised when listening.

[Richard Redmond @RichardRed1993]

@chamath Chamath assumes all companied are static enterprises and don't innovate, thus sitting ducks for disruption. Nothing could be farther from the truth...

[Richard Redmond @RichardRed1993]

@StealthQE4 "months to unwind"...good lord.

[Richard Redmond @RichardRed1993]

@elerianm Please show margin debt as a percentage of market cap over time. You will see a different perspective.

[Richard Redmond @RichardRed1993]

@VladTheInflator The correlation between this metric and consumption expenditures seems to have eroded over time. But who knows when the correlation comes back. Could be now.

[Richard Redmond @RichardRed1993]

@Amelia558rs 1969

[Richard Redmond @RichardRed1993]

@ronsterd89 1973

[Richard Redmond @RichardRed1993]

@DavidBCollum Sounds like a business owner justifying his higher prices.

[Richard Redmond @RichardRed1993]

@steve_hanke you are an embarrassment to Johns Hopkins for posting this...

[Richard Redmond @RichardRed1993]

@steve_hanke early days.

[Richard Redmond @RichardRed1993]

@onechancefreedm I think it is more about do you need CBRE to do real estate transactions...

[Richard Redmond @RichardRed1993]

@Barchart Well, you can add #3: when AI put them out of business!

[Richard Redmond @RichardRed1993]

@joeroganhq this woman is reprehensible...

[Richard Redmond @RichardRed1993]

@elerianm and your point is ?