BLloyd

[BLloyd @bflloyd]

David Stearns to Carlos Mendoza

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@conorsen @m_schettig Yeah that’s not really how it works.

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@eastsidedav Because, spiritually, they still play in New Jersey

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@conorsen Cope harder

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@GRoditiD @choffstein @bennpeifert What a lazy take.

Peel away the abstraction - who are the ultimate beneficiaries of the institution?

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@p_kuperman Need @stevemagness and @Brady_H to weigh in here.

How was their form? Did they look relaxed? What was their fueling strategy?

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@GoodFundies I guess Peralta if they can’t get an extension done…but Bichette, Semien, Polanco contracts all look pretty “you break it, you buy it” unless the Mets send a ton of $$$ to sweeten the return.

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@GoodFundies I mean this in all seriousness - at what point do the Mets become sellers at the deadline? Is there even anyone with trade value other than a couple relievers?

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@GoodFundies He was great with Toronto last year but the trash can helped too

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@GoodFundies Agree with everything, except I’d put Bo at 2B and keep Baty at 3B probably.

Mets fandom is the best!

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@GoodFundies This is a weird roster that could really use Nimmo. Instead our infield is Oops All Second Basemen™!

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@TheSpeculator0 Yes, through an FA, which I suspect he employs to avoid potential conflicts of interest as a financial journalist.

I cannot imagine a worse job than being Matt Levine's financial advisor. (@matt_levine I mean this as a compliment)

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@nypostsports If your headline tomorrow isn’t One and Dunne…

#LGM

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@Brady_H LA Marathon sucks. Complete embarrassment and has been for years.

For a city with such a rich athletic history, it punches so far below its weight…

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@ScoKoH @GoodFundies @tadpoles0220 For sure, the order of events made the move make sense at the time...but now we've got 4 guys that can credibly play 2B / 3B (polanco, baty, semien, bichette)

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@GoodFundies @tadpoles0220 @ScoKoH I would rather have Bichette at 2B and roll back the Nimmo/Semien swap...oh well!

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@kieranwgoodwin @LeylaKuni There are some structural differences that help mitigate the risk of an SVB-style run. Surrender charges, more diversified client base, etc.

Not foolproof, but not directly comparable either

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@MostlyMonkey @RoyDelfino If he’s spent 15 years as a trader in NYC and has a 6% mortgage rate then he’s a shit trader

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@profplum99 Cool, didn’t you nuke a “macro” fund trading short-dated $CVNA options? Maybe sit this one out

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@packyM (Great article btw. I learned a ton)

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@packyM You just wrote a 16k word hagiography of some very online people that aren’t afraid to wade into politics when it suits them. They have been notably silent the last 36 hours. Do you expect them to remain so?