Brian Butler

In the time of chimpanzees I was a monkey

[Brian Butler @comodco]

@bowtiedstocks The world ended in 2008 and has been on stimulus since. It’s hard to pick in practice…

[Brian Butler @comodco]

@TheMichaelEvery @aeberman12 @StevenJermy Words of beauty.

[Brian Butler @comodco]

@ForeignPolicy It’s most definitely a nursing home held together by teetering house values outside of a few pockets…

[Brian Butler @comodco]

@zerohedge Or AI is as big or bigger than railroads…

[Brian Butler @comodco]

@FinanceLancelot Excellent summary, and definitely better than worrying about bathla and private mortgage lending!

[Brian Butler @comodco]

@Kacper_PK_CH Agree. Most are more interested in sharing than learning an edge worth sharing ! But also markets are a relative human competition, so it’s useful to reach the point you’re not learning from others!

[Brian Butler @comodco]

@TaviCosta So is the lag in horse drawn carriages v electric cars

[Brian Butler @comodco]

@freegolds @Ben__Rickert Agree. Useless. At least monetarily. Might as well buy bicycles and horses.

[Brian Butler @comodco]

@Ben__Rickert @realTimHack Had this thought myself a few hours ago ! Has to go somewhere …

[Brian Butler @comodco]

@atensnut Google Iran in the 70’s ..

[Brian Butler @comodco]

@LucasGageX Now compare to every other controlled demolition ever 🤦‍♂️

[Brian Butler @comodco]

@austin_fit76995 The mechanisms he describes also allow for the controlled demolition of sub-systems, not just systemic implosion. This is perhaps more likely over shorter timeframes.

[Brian Butler @comodco]

@duediligenceguy Have to say I agree and got out (up 60%) on the way down the first time for this exact reason. I held Ruth (supply / inventory issues) but NOT used in cats and it’s up 100% … the world is going to hell, who’s got money for cars ?!

[Brian Butler @comodco]

@StopAntisemites What a fantastic concept. Thank you for sharing it.

[Brian Butler @comodco]

@richardhirschs1 Large opaque and largely first ranking secured creditor. Regulation only exists to protect fools from themselves.

[Brian Butler @comodco]

@ausstockchick There is always a property somewhere where someone who doesn’t care or can’t do a deal. In our case we have been in the deal 3 years, don’t have to renovate it to get money back as the stuff around from o/s is not worth it, but it does leave $ on the table for someone else

[Brian Butler @comodco]

@ausstockchick I’m about to sell the worst property in a good suburb (Dianella) MIP. My client is in Europe and I’m in Asia and neither of us can be bothered. There would likely be double profit from 50-100k reno spend. Buy from the 3D’s - death, divorce, de bank and improve then sell.

[Brian Butler @comodco]

@SunWeatherMan @TonyClimate @algore @NobelPrize If you zoom out to thousands and 10’s of thousands of years you’ll understand why we have a field day all time.

[Brian Butler @comodco]

@TheMichaelEvery @UrbanKaoboy 😂

[Brian Butler @comodco]

@FinanceLancelot @shanaka86 @nikitabier Do you invest after reading the newspaper or do you go and UNDERSTAND the sector or company? You seem to care more about source than the factors and the extent to which you’ve verified them. Which is the equivalent of judging food by the chef name.