M Brankin,

Interested in all things stock market.Any mention of stocks is NOT Investment advice or recommendation. Assume any stocks mentioned I hold. DYOR.

[M Brankin, @brankinm]

#USNSComfort Arriving in New York. Some hope in these difficult times. Stay safe.

[M Brankin, @brankinm]

@TheSecretAcct @officialbarnsey @chrishoy Ah yes the lost Brit story again…oh wait you have a vineyard…excellent

[M Brankin, @brankinm]

@LizAnnSonders Family…it’s what it’s all about. He knows deep down. Wonderful daughter.

[M Brankin, @brankinm]

@conkers3 @masterinvestor @xGeorgeCooper @John_Stepek @Gerald_Ashley @MarkDampier @AnneAshworth @kshaughnessy2 @HighyieldHarry @pdosullivan @FundFanatic @MrMBrown @mhewson_MCH so the story continues #BCRED redemption cap triggered but market reaction diverged with $BX up 7% and Alt managers generally rallying sharply.

The message would we seem to be a) old news b) fallout manageable c) mkt doesn't care

[M Brankin, @brankinm]

@andrewdc208 no mocking here only as good as last deal this year Spurs didn’t get to the table and Chelsea flattered to but didn’t deliver.

look in the win column Arsenal only club with ✔️this year.

WC now so we can all forget our club tribalism at least until the group stages are over

[M Brankin, @brankinm]

@jzrdan Message me at 3 in the morning after you have been up 4 straight days because little one had whooping cough🥴

[M Brankin, @brankinm]

@alexandraandnyc In the lyrics of Linda Ronstadt

So goodbye my friend
I know I’ll never see you again
But the time together through all the years
Will take away these tears

[M Brankin, @brankinm]

@drgurner @alexandraandnyc Wait now I am confused….I should spend more time on myself and not other people…I seem to recall the word selfish in last break up 😳

[M Brankin, @brankinm]

@hicasamadim 72

[M Brankin, @brankinm]

@surprised_trade Been there a couple of times as I have friends there. I spend lot of time in Nova Scotia so pretty close.

Love the lake life, kayaking, biking

[M Brankin, @brankinm]

@NicTrades You sure it’s not a remake of…..if you go down to the woods today you are in for a big surprise

[M Brankin, @brankinm]

@conkers3 @masterinvestor @xGeorgeCooper @John_Stepek @Gerald_Ashley @MarkDampier @AnneAshworth @kshaughnessy2 @HighyieldHarry @pdosullivan @FundFanatic @MrMBrown @mhewson_MCH We then continue on our merry way slowly working off the loan refinancing from 2020/21 low interest environment without blowing anything up.

Everyone kusty Delboy.

[M Brankin, @brankinm]

@conkers3 @masterinvestor @xGeorgeCooper @John_Stepek @Gerald_Ashley @MarkDampier @AnneAshworth @kshaughnessy2 @HighyieldHarry @pdosullivan @FundFanatic @MrMBrown @mhewson_MCH Yeah this global yield spike is making things a bit spicey. Not sure spike qualifies as exogenous shock but it's certainly adding to stress levels.

https://t.co/QLd02ioOz9

[M Brankin, @brankinm]

@conkers3 @masterinvestor @xGeorgeCooper @John_Stepek @Gerald_Ashley @MarkDampier @AnneAshworth @kshaughnessy2 @HighyieldHarry @pdosullivan @FundFanatic @MrMBrown @mhewson_MCH If current trend continues best fix is lower interest rates - increased likelihood given new Fed Chair but lower rates and rising inflation is witches brew.

I’d take gradual decrease in rates and inflation. That eases credit stress and refinancing not as stressful.

[M Brankin, @brankinm]

@conkers3 @masterinvestor @xGeorgeCooper @John_Stepek @Gerald_Ashley @MarkDampier @AnneAshworth @kshaughnessy2 @HighyieldHarry @pdosullivan @FundFanatic @MrMBrown @mhewson_MCH The opaque nature of PC makes it a Pandora’s Box for possible outcomes.

Take PIK usage as case in point - elevated / worsening from my screens.

Issue is this comes from monitoring BDC Filings and Earnings Supplements - backward looking -bad stuff happened before I see it.

[M Brankin, @brankinm]

@DeGrooteMedia Oh my very excited at the moment after that Freiburg shot…can’t wait for first goal

[M Brankin, @brankinm]

@DeGrooteMedia Meanwhile here in US I can watch it for free on UniMas HD.

Commentary is in Spanish but free language lesson thrown in!!!

[M Brankin, @brankinm]

@TheSecretAcct @ArchRose90 Honestly who arranges a photo op with a VW Golf as their car