Just Another Bear

Views only my own | This note is legal tender for all debts, public and private | An economy is just people doing favors for each other | DMs open to follow

[Just Another Bear @anotherbearcap]

If you are complaining about prices in a tweet, your second sentence must be a call to raise corp and individual taxes and/or cut SS + the deficit. Otherwise your complaints cannot be taken seriously.

FWIW snap & medicaid recipients aren't the problem.

[Just Another Bear @anotherbearcap]

@nuancerocket Didn't thus guy intern at HRT? He did in fact understand the complicated finance shit...

[Just Another Bear @anotherbearcap]

@DadInvest @jamesonhaslam yeah my guess is their burn rate is around 400K minimum. So, in this case, 600K barely covers the bill pre-tax
(Housing: 125K, Schools: 125K, Everything else, 150K).

[Just Another Bear @anotherbearcap]

@VeeEyeEll It's not personal. It's calling balls and strikes in the market.

Except for bitcoin

[Just Another Bear @anotherbearcap]

@Grainjones of debt and 20bn of equity issuance last year. But 225bn would...triple their current revenues, so maybe it's possible.

[Just Another Bear @anotherbearcap]

Looking at the Oracle 2030 bond reaction vs. the stock reaction. Hmm.

[Just Another Bear @anotherbearcap]

@Grainjones The bonds tightening something like 50bp, and the sold off to only like 20 tighter on the day. 3y treasuries maybe 3 bps lower in yield.

My comment was that the bond market seems skeptical only 10bln dollars in net debt will be issued over the next 3 years, after 35bn

[Just Another Bear @anotherbearcap]

@yenoms @RealAssetsValue agreed..."unlevered discount" is a odd way to look at it right. Like let's say the unl-evered discount moved from -6% to -5%, how much would the equity value change by...

[Just Another Bear @anotherbearcap]

@RippMeg24170 It's more: 3 months of netflix, 3 months of apple TV and then 3 monhs of HBO, then 2 month of paramount+, etc. Since every channel has so much new content, maybe it takes 3 months to get through everything you want to watch.

[Just Another Bear @anotherbearcap]

@atelicinvest Hmm agreed line has moved. But what's the concrete point you are trying to make here. Mine was: if you can't fire them for whatever reason (non regulatory), then they are not underpaid. My guess is they want to cut bottom pay by 50%, but firing and rehiring doesn't seem worth it.

[Just Another Bear @anotherbearcap]

@PerrySolem Is this what Berkshire meant with: "Find a business so good, an idiot could run it"

[Just Another Bear @anotherbearcap]

@chubbycatcap At least it was true to Martin's writing of permanently flawed characters

[Just Another Bear @anotherbearcap]

@Stu_V15 @EllliotttB lol

[Just Another Bear @anotherbearcap]

Ironically, - a quick fix to all of France's problems may simply be to ban face coverings in public.

[Just Another Bear @anotherbearcap]

@macrocephalopod @gbrl_dick Okay, yes that's a fair criticism. A number of mediocre dining places abound. I always wondered how hey stayed alive given all the good food everywhere.

[Just Another Bear @anotherbearcap]

@macrocephalopod @gbrl_dick Wait, median NYC is awful? It's been a decade for me, but I remember NYC being great for delicious <$20 meals. But maybe that's considered low-end.

[Just Another Bear @anotherbearcap]

@HJB2_0 @TheNarrenschiff lol...i can't make my 3yo daughter wear jacket or gloves when it's below 50, so I am not ready for the belly button conversation.

[Just Another Bear @anotherbearcap]

It's honestly quite jarring. If an adult changed like this, you would probably ask them to seek help.

[Simon Sarris @simonsarris]

every baby is a continuous person and yet years 0-4 are like going through 1000 micro personalities

sometimes you just wake up to a whole new baby

[Just Another Bear @anotherbearcap]

@compoundpapi The main reason this won't fix you is because the profile is almost surely AI.