Vapid Questions Capital

account formerly known as Something Clever, now just an idiot asking questions

[Vapid Questions Capital @SomeCleverNews]

This account turned a bit after I took one of those fancy jobs, so now I mainly just ask dumb questions rather than try to provide much insight. Still happy to chat with anyone via DM on bank stuff, but I created that dumb named account a while ago before I had any hubris

[Vapid Questions Capital @SomeCleverNews]

Happy to see @abcampbell getting a lot of love out there today. His post on silver last year got me digging not only on SLV but the miners too. Ended up buying LEAPS that really helped my year

[Vincent Daniel @VD718]

This was excellent, particularly providing some history of margin requirement trends on silver-

[Vapid Questions Capital @SomeCleverNews]

@ShortSeller Morning Andy can you open up DMs, got a couple fins stocks I think you’d find interesting

[Vapid Questions Capital @SomeCleverNews]

It’s incredible that people think this company does a 5% ROA

[Ken & Megan @Kenmegan44]

$SOFI This is just my general understanding. Correct me if I'm wrong. For every billion SOFI raises they can lend 10 billion. If you lend 10 billion and make 5% annually on it, in roughly 2 years you will make back the initial billion........ Can I have some more dilution please?

[Vapid Questions Capital @SomeCleverNews]

@scrappy_malloy @tangentstyle Was just gonna say the people saying ABS is frozen are utterly insane. Spreads are absurdly tight right now

[Vapid Questions Capital @SomeCleverNews]

@AcaciaCap I literally don’t get how this happens if you get cash dominion of funds. Don’t the vendors literally send payments to the bank first before the bank then remits the rest to the ABF sponsor?

[Vapid Questions Capital @SomeCleverNews]

@mambanyc @Alpha_Ex_LLC Couldn’t disagree more. Dean Curnutt is legitimately a national treasure. He’s excellent at articulating nuances of volatility and does it for very little in return. Seems like a genuinely good natured person and I always promote his stuff to others in the business

[Vapid Questions Capital @SomeCleverNews]

https://t.co/R3wVPPFSYI

[Vapid Questions Capital @SomeCleverNews]

NYC subways are on a pretty good run of just the most dystopian ads you can imagine:

First was FaceTune - aka AI makeup
Next was the ketamine depression prescription ads
Now it’s https://t.co/1FgJLLtMSh - which is an AI wearable you put on a necklace to be your friend

[Vapid Questions Capital @SomeCleverNews]

@tangentstyle Funny to see all the “read thrus” in Bchats this AM. Everyone has talked about ALLY’s 2022/2023 vintage for 2 straight years

[Vapid Questions Capital @SomeCleverNews]

@tangentstyle Ding ding

[Vapid Questions Capital @SomeCleverNews]

Nothing like a fresh alexopolous bull report to bring out the bank bear in me

[Vapid Questions Capital @SomeCleverNews]

@shortseller KRE wedge from early 2022 just hit top of channel (think it failed). You think this is a “from failed moves come fast moves” kinda situation?

[Vapid Questions Capital @SomeCleverNews]

@MaxfieldOnBanks I’ll take “Things and Empire Builder” would say for $400, Alex

[Vapid Questions Capital @SomeCleverNews]

I just think ABC should do whatever it wants with Kimmel for reasons that’s don’t pertain to ass-kissing this administration.

It’s just extremely frustrating seeing this Orwellian future play out before our eyes

[Vapid Questions Capital @SomeCleverNews]

Im not a Kimmel fan by any means but what a load of horse shit from this Benny Johnson clown

Trying to compare this with the fucking calamity of lies that come out of ACTUAL news broadcasts from both Fox and CNN over the last few years is absurd

This type grifting is a disgrace

[Benny Johnson @bennyjohnson]

ABC holds taxpayer-funded broadcast licenses with the explicit legal duty to serve in the ‘public interest’ with fair and truthful coverage.

Yet Jimmy Kimmel went on air and told the ABC audience that Charlie Kirk’s assassin was a MAGA conservative, effectively blaming Charlie Kirk for his own assassination.

Then he accusing the right of covering it up to “score political points.”

All of these statements are false and malicious lies told at the expense of one of the most horrific acts of left-wing political violence in American history.

If ABC refuses to issue a full on-air apology from Kimmel and corrective action their broadcast license should be revoked by the federal government immediately. I have reached out to the @FCC and @BrendanCarrFCC for comment and action on this issue.

These are the kind of vicious, dehumanizing lies that led to this current moment of radicalized, deadly leftist violence.

@ABC must be held accountable.

[Vapid Questions Capital @SomeCleverNews]

Trying to peg this as “malicious lies” is just insane. He’s just obvious left-leaning, not to mention he works on a comedy show.

I’m certainly not making a comment on what political denomination the shooter followed, or that it’s not an incendiary comment. It obviously is.

[Vapid Questions Capital @SomeCleverNews]

@blueprintsmb22 Me trying to explain what idio is to my pops who was old school will never not be funny

He’s a big “well is your gross long or short?”

And I’m just like “It’s not that simple if your long beta shitco cons fins vs like a TBTF bank

We have to target a specific vol”

His face:

[Vapid Questions Capital @SomeCleverNews]

Man @AirCanada is kinda the worst

Just an absolutely miserable experience dealing with a laptop retrieval right now that should’ve taken all of 10 minutes. Was literally in the sleeve of a specific seat. De-board, realized quickly, and somehow 24hr later they still can’t find it

[Vapid Questions Capital @SomeCleverNews]

This seems like a pretty insane exchange.

Man tries to rob you, and the end result is him telling you to be careful of getting robbed?

[Probably Ballistic @prollyballistic]

@Investor_NICK_ it was civil, we didn’t exchange blows. he learned i was sober and figured out i was stronger than him. very polite in the end, he even told me to be careful and wished me luck