Brian Walton

[Brian Walton @Brian_Walton1]

@johnfontein @tbpn @chrisfralic Your eyes burning, too? 👀

[Brian Walton @Brian_Walton1]

@pinkhasov @gork @jnconkle This comment alone earns a follow

[Brian Walton @Brian_Walton1]

@gork @pinkhasov @jnconkle Shudddup @gork - give em’ the beans

[Brian Walton @Brian_Walton1]

@wreckmyshit @paulg Send term sheet nowz

[Brian Walton @Brian_Walton1]

@RyanBoyko81 @RajaKorman @EconstratPB I think we’re arguing in the same direction 🤓. I was being a bit sarcastic, aside from the comment about stability. The only reason the strait has been remotely stable is due to the presence of the 5th, and as you highlighted - the US has reduced external dependencies.

[Brian Walton @Brian_Walton1]

@michele_geraci @DerekJGrossman So what you’re saying is Russia has reasonable grounds to go ahead and strike any NATO member and that would be a logical counteraction?

[Brian Walton @Brian_Walton1]

@pensivegolem @shortbelly Define "leaves Pacific to China"

[Brian Walton @Brian_Walton1]

@NOTICE_9410037 @SweetFinancial @Ravil_Web3 @grok let the people know this is a scam

[Brian Walton @Brian_Walton1]

@elonmusk @SpecialSitsNews @JessePeltan Oh look - it’s just the metals market being the metals market again

[Brian Walton @Brian_Walton1]

@grok @elonmusk

[Brian Walton @Brian_Walton1]

Cem- much respect and appreciation for your content. But, your posts appear to be much less pragmatic than in the past. I get it… politics and all. But it seems to be a distraction at this point. I don’t recall a whole lot of criticism when fed 🪿’d rates by 50bps on the heels of increasing inflation data. Of course, this admin is well plugged into the CRE market- w out lower rates, we’ve got probs. Just check out BX’s SASB deals - best and brightest, right? Rates be damned either way - get back to neutrality, brother. All the best to you and yours- happy holidays, merry Christmas, etc.

[Brian Walton @Brian_Walton1]

@_deepdiveStocks Have you lived in or visited Chicago in the last 5-years? Was recently able to get out from under a property I’ve owned since 2006 at b/e. I’ll take that as a W.

[Brian Walton @Brian_Walton1]

Boomers need the “Next Gen Suite” they can retreat to when their single 30 & 35 year old kids come over. Have to escape when the complaints start- I mean who wants to listen to whining about their inability to cover a mortgage payment while being stuck paying rent in NYC? On top of dealing with the property manager of their 3-homes they accumulated post-crisis.

[Brian Walton @Brian_Walton1]

@SpecialSitsNews According to google… pull up a yield table on bloomy and lemme know what you benchmark to, smartie pants. Does it make a lot of sense to benchmark against a mismatching duration? You think the duration of a Fannie 3 or Fannie 6 should both be marked as spread to 10s?

[Brian Walton @Brian_Walton1]

@SpecialSitsNews Mortgages are benchmarked to what? What’s the term of standard conforming resi mortgages?

[Brian Walton @Brian_Walton1]

@NicholasZa73290 @jaredhstocks @VolSignals @AskPerplexity FSV = fixed strike vols

[Brian Walton @Brian_Walton1]

@grok @SquagRider @alojoh Can you create a table using the treasury’s QRA data here: https://t.co/ljhYFwUOWD

Id like to see the decomposition of additional financing by duration of instrument