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Not Investment Advice | just some dope on the internet | Do Your Own Due Diligence. DMs open.

[taobanker @taobanker]

boomer origin stories are always like "Finally at 35 years old I decided to get serious with my life -- fortunately there was a national shortage of hedge fund analysts"

[Vick3 @ImYourHostVick3]

ESPN analyst Bart Scott said the #Rams started an arms race by acquiring Myles Garrett. Scott followed that up by saying #Eagles GM Howie Roseman will package a deal to acquire #Raiders Maxx Crosby using Nolan Smith & possibly the '28 1st rd pick acquired in the A.J. Brown trade.

[junkbondinvestor @junkbondinvest]

Here's a bond that just got smoked.

$VRRM 5.5% due '29s, now at 86. (CUSIP: 91835HAA0). 11% YTW, inside maturity. 3.5x PF net leverage.

The issue? Largest customer (20+ yr relationship) just cancelled their contract. Stock down 70%.

[Greg Price @greg_price11]

BESSENT: "Sen. Wyden has slandered the Treasury building to cover up his son having an investment with Jeffrey Epstein."

WYDEN: "Nobody is interested in the rambling of a capo in the most corrupt regime in American history."

BESSENT: "Your son's largest investment position was Rick's Cabaret. Did your son and Epstein talk about poll dancing?

[Pedro Martinez @45PedroMartinez]

Playing in Philly is like playing a postseason game everywhere else…even when it's just a regular-season game.

That’s how fun it is! @Phillies #mlbontbs

[Philadelphia Eagles @Eagles]

We've agreed to trade WR A.J. Brown to the Patriots in exchange for a 2028 first-round pick and a 2027 fifth-round pick, pending a physical.

[Joseph Carlson @joecarlsonshow]

This is being viewed as a benevolent billionaire when in reality he’s saying the bottom 50% already pay so little in taxes it’s basically irrelevant.

[D @d_rose92]

Hammer the over on regime change

[zerohedge @zerohedge]

*US CHARGES CUBA'S RAUL CASTRO WITH MURDER IN 1996 INCIDENT

[mads campbell @martyrdison]

he didn’t lose on the merits, he lost on statute of limitations

up to the ninth it is!

[D @d_rose92]

@west4thstreet

[litquidity @litcapital]

The end of an era

[Divine @Divinsity]

are we fkn deadass?

[Charles Curran @charliebcurran]

LA is worth saving. Vote Spencer Pratt.

[Paul W. Swaney III @paulswaney3]

In 2017 I took a beating in an IC meeting.

My call: Amazon would enter last mile delivery and could threaten FedEx and UPS. DHL would survive.
They told me I was wrong.

Today, Amazon Supply Chain Services opened its logistics network to all businesses.

The lesson is not “I was right.”

The lesson is: the people closest to the operation always see it first. I worked there in 2009. The signals were obvious if you were on the floor.

Insiders get laughed out of rooms. Then they get proven right.

[Drew @DR3Wheels]

Penn, Temple, Villanova

[D @d_rose92]

Have an hour to kill near Grand Central. Anyone want to grab a drink?

[Tim Kalinowski @TimmyKal12]

The best version of Philly is the Flyers

[D @d_rose92]

@west4thstreet Fair

[D @d_rose92]

@west4thstreet Agreed, but I don’t think the interval funds will fall apart like the SPACs did. Hard to see something as bad as Fortress x ATIP by example