MTX

[MTX @VisTecumSit]

@MebFaber Congratulations! I like some of the picks in these. These 3 are for BTAX accounts (I see "yield")? If I wanted international exposure for ATAX, what would you recommend?

[MTX @VisTecumSit]

@elonmusk If you do, please add a filter for "Made in America". I suggested that in a letter I sent to Amazon, and never heard back from them.

[MTX @VisTecumSit]

@h100gfld @farrmacro My comment was more to the effect that you're going to enter into greater $ of forced selling than passive $ coming in. Without that constant inflow, things may change. Taxes for the feds? RMDs are designed to get the taxes one has been deferring one's whole life.

[MTX @VisTecumSit]

@JG_Nuke When is the debt of this steaming pile downgraded?

[MTX @VisTecumSit]

@profplum99 @t1alpha @t1acapital IF local is most useful, who wins/loses on the chips side? NVDA does not seem like a winner there but I want to know what you think

[MTX @VisTecumSit]

@KushDaddyOG101 @DeCaignyCapital @michaeljburry They can go back, but holy heck... the capex bill in the next 3 years is unbelievably big if projections are true, and the needed opex is no slouch either. Also, what if they can't realize pricing like is projected once there's ample capacity due to competition?

[MTX @VisTecumSit]

@scottastevenson @michaeljburry Good point. I say probably.

Fun fact though - 2028 is the year when RMDs will exceed passive inflows for the first time and the gap gets bigger from there. Unless boomers cycle it after taxes right back to stocks, that structural bid turns into a structural ask.

[MTX @VisTecumSit]

@edzitron I think they spelled that wrong - trucking CNG to your site certainly affects costs for natural gas... upward... by a lot

[MTX @VisTecumSit]

@KimoCarew @edzitron All corporations:
"Adjusted Non GAAP" to E7 to take your "standards", checkmate.

It is a truly unbelievable time.

[MTX @VisTecumSit]

@datingbyblaine 100% good call and bullets dodged on all fronts.

[MTX @VisTecumSit]

@conor64 Also it's a scale problem. If you're a shitty unhelpful Amish neighbor, nobody is coming to your barn-raising or helping you plow ye olde fielde. If you scale that beyond a community level, you can be an anonymous shitty neighbor and still get the handout.

[MTX @VisTecumSit]

@intlmandotcom Isn't this functionally the same idea as the fractional banking system that we've been using for centuries?

[MTX @VisTecumSit]

@waitbutwhy THAT is the debate. But all politics appears to have turned into all or nothing; nuance and compromise be damned.

[MTX @VisTecumSit]

@Oilfield_Rando It's also shitty homebuilders. You get a new house! Please don't look under your sink at those shit pvc push close/pull open water supply valves that break if you look at them wrong. Also if you want them built with real brass gate valves and you'll pay upfront, no, fuck you.

[MTX @VisTecumSit]

@ratlimit Paying cash would fix pricing. I read something like 1 in 20 or 30 claims accounts for 99% of the costs, and that's the reason why even very high deductible "catastrophic" policies are not cheap.

[MTX @VisTecumSit]

@newstart_2024 I've always said you get *maybe* 10 years to get them pointed in the right direction, some morals and ethics in place, and then that ship has sailed.

[MTX @VisTecumSit]

@WSJ @WSJFreeEx @WSJopinion PRICE CONTROLS DON'T WORK, HAVE NEVER WORKED AND WILL NEVER WORK. You get shortages, waste, fraud, and/or the deepest darkest money pit imaginable. How many times do we have to re-learn this. But I'm all for it. The sooner we re-learn this lesson and NY implodes the better.

[MTX @VisTecumSit]

@charliedbecker @NoahMF It's a bit late now... Also, while not perfect examples, I think we've been using rings a bit longer than the USSR has been around.

[MTX @VisTecumSit]

@phreakydev @bumbadum14 For Houston, they had plans to put in light rail in lots of places but it really only got built in "poor urban areas". Maybe the costs of some of the eminent domain was too high in wealthier parts?