David

Back in the arena sifting through the noise. Only opinions, never advice, rarely posting because compliance frowns upon it.

[David @RiddleofSands]

My friend @retheauditors asked me what I thought about inflation & price increases in consumer goods. No surprise, there is a link to executive compensation. Inspired by Happy Gilmore, it is worth asking, "Is the price really right?"

https://t.co/02YaOEaOzt

[David @RiddleofSands]

Capital controls are not bullish.
⁦@dylangrice⁩ ⁦@JCOviedo6⁩ https://t.co/VbIReAiADx

[David @RiddleofSands]

If you were wondering why everyone is bulled up on the miracle of semaglutide drugs, just take a walk through the cereal aisle and see what’s for breakfast …12g of sugar in each cup.
@JCOviedo6 @herbgreenberg

[David @RiddleofSands]

That doesn’t sound very carbon neutral.
⁦@JCOviedo6⁩ ⁦@MaxJacobsCFA⁩
https://t.co/HJGi5BoPfj

[David @RiddleofSands]

Just pointing out that although $PEP does not break out Frito-Lay North American vols in its press release or prepared remarks. In the the 10-Q it shows 0.5% volume declines. Also note how the magic is from price as vols are ⬇️.

[David @RiddleofSands]

This is generally what happens when you want to minimize carbon emissions and not use chemicals.
@JCOviedo6 @MaxJacobsCFA

https://t.co/6uTmiouqHT

[David @RiddleofSands]

Just noting the latest on Vernon Hill's UK special. He left in 2019 but what was left did not age well. It is not bullish to see sellside analyst comments like “Depositor flight is a real risk”
@retheauditors @JonathanWeil

https://t.co/JEyRhgfhkw

[David @RiddleofSands]

Sorry for a second I thought this was about the stock and bond markets. 😂🤣
@JCOviedo6 @MaxJacobsCFA @erinarvedlund

https://t.co/1CgaF0inB4

[David @RiddleofSands]

Rent seeking at its finest. Give us billions in subsidies but we still want to sell to anyone we want. Get it?
⁦@JCOviedo6⁩ ⁦@MaxJacobsCFA⁩ ⁦@erinarvedlund⁩ https://t.co/KDBFhKayhA

[David @RiddleofSands]

@paulmatleo @JonathanWeil @retheauditors @herbgreenberg He got booted out from both

[David @RiddleofSands]

Another Vernon Hill special for common stockholders. Also take a look at $FRBK ⁦@JonathanWeil⁩ ⁦@retheauditors⁩ ⁦@herbgreenberg⁩ https://t.co/t47mJoh9ZH

[David @RiddleofSands]

Because secret back doors created to allowed the movement of customer money to the founder's hedge fund in accounting and risk management programs is a common feature requested by altruists.
@retheauditors @erinarvedlund @JCOviedo6

https://t.co/7xUyn5QE2k

[David @RiddleofSands]

Having been swept up as part of the creation of $C, as the mess has been steadily disassembled, in retrospect the only beneficiaries were Sandy Weill, his cronies, and a bunch of lawyers.
@gmorgenson @retheauditors @JonathanWeil

https://t.co/dYRBpTArEo

[David @RiddleofSands]

Remember when 🥚 prices were stratospheric? $CALM just reported net revenue ⬇️ 30% as avg net selling price per conventional dozen eggs last quarter $1.24 vs $2.37 in Aug '22.
@RobinWigg @albertedwards99 @retheauditors

[David @RiddleofSands]

Wonder why Michael Lewis does not think #SBF is a fraud? Think video rights. Would he have the same SBF access if it was not flattering?
@EpsilonTheory @erinarvedlund
Book rights were worth "mid-seven digits" according to 👇
https://t.co/AErzhW9gC3

[David @RiddleofSands]

Hey @EpsilonTheory did you bother watching Lewis on 60 Minutes last night knowing your thoughts from last November?
@erinarvedlund

[Ben Hunt @EpsilonTheory]

If Michael Lewis spent 6 months 'embedded' with SBF and didn't realize the guy was a fraud, then I have no interest in his book.

If Michael Lewis spent 6 months 'embedded' with SBF and DID realize the guy was a fraud, then I have no interest in his book.
https://t.co/2uKJeY7alj

[Ben Hunt @EpsilonTheory]

If Michael Lewis spent 6 months 'embedded' with SBF and didn't realize the guy was a fraud, then I have no interest in his book.

If Michael Lewis spent 6 months 'embedded' with SBF and DID realize the guy was a fraud, then I have no interest in his book.
https://t.co/2uKJeY7alj

[David @RiddleofSands]

@biancoresearch You don't need to imagine. Ryanair already tried it in 2007.

https://t.co/kL6hhFJWRO

[David @RiddleofSands]

Why bother if it is easier to just click. ⁦@herbgreenberg⁩ ⁦@JCOviedo6⁩ https://t.co/MhhL1zIr9j

[David @RiddleofSands]

Something to keep an eye to see if it creeps upward to larger businesses and gets noticed in the credit markets and the wider economy. @retheauditors⁩ ⁦@herbgreenberg⁩ https://t.co/ICeoc6Uip7

[David @RiddleofSands]

Not mentioned in this article is how private equity firms staff many emergency rooms often with the aim to cut costs.
⁦@gmorgenson⁩ ⁦@JoshRosner⁩ ⁦@retheauditors⁩ https://t.co/bPQSG0kxCq