Prince Charming

All things finance. Not a bot, despite appearances. Likes/RTs not endorsements.

[Prince Charming @ddeltadtime]

@FreddyLA7 Nothing makes you more American than eating at Taco Bell, never apologize for that

[Prince Charming @ddeltadtime]

The @NBA wants us to be on their sports as a form of revenue generation while the refereeing is so inconsistent as to be dysfunctional? Good luck

[Prince Charming @ddeltadtime]

@LanceZierlein Don't think you know what wire to wire means but sure bud...

[Prince Charming @ddeltadtime]

I DID IT https://t.co/DKGraKOczY #NBA #82and0

[Prince Charming @ddeltadtime]

I just went 80-2, think you can go 82-0? https://t.co/ezGkfT7f6M #NBA #82and0

[Prince Charming @ddeltadtime]

@HayekAndKeynes It's not terrorism, it's collateral damage from a kinetic conflict (one that they didn't initiate btw). Weak take.

[Prince Charming @ddeltadtime]

And maybe the high level question:

If every other market is calling BS on TACO, how long do we have until the equity market does it too?

[Prince Charming @ddeltadtime]

Thoughts:
- near-term BEs higher than Liberation Day, if that was a problem then, why not now?
- does TACO actually reverse BEs?
- 20y+ Tsys pushing 5% again, why is that not an issue now? Esp with stagflation (constrains policy responses)

I think the mkt is too complacent still

[Prince Charming @ddeltadtime]

Genuinely want to know: has Trump given China Taiwan in exchange for something? Why would we move Marines and THAADs from the Pacific theater to Iran if it takes weeks? Do they plan to announce this "detente" in April?

[Prince Charming @ddeltadtime]

The problem with playing chicken with martyrs is they're ok with dying

[Prince Charming @ddeltadtime]

How did I just straight up forget that Brooks & Dunn existed?

[Prince Charming @ddeltadtime]

I regret to inform that if you feel like the ads this year are more targeted to you than in years prior: you have aged into the 35-44 advertising window #SuperBowl #SuperBowlLX

[Prince Charming @ddeltadtime]

The Shanihan/McVay tree is screwed. They are simply too conservative in critical situations. The league has evolved and left them behind.

[Prince Charming @ddeltadtime]

@KurtBenkert He should have

[Prince Charming @ddeltadtime]

@elerianm Are you high

[Prince Charming @ddeltadtime]

@AndyHermanNFL Crazy thing is, LaFleur was QB coach for that Falcons team. So he has coached on the wrong end of the most recent 2 largest 4th quarter comebacks in postseason history

[Prince Charming @ddeltadtime]

Got Orinoco Flow by Enya stuck in the brain today, undoubtedly related to this weekend's events

[Prince Charming @ddeltadtime]

@AndyHermanNFL This offense better come out ripping hot next week. Because if we're going to get bounced in the first round on lackluster offensive effort, I would have rather had the starters hang 70 on this feckless Vikings squad and take the chances with injuries.

[Prince Charming @ddeltadtime]

@MicahhParsons11 It's the same shtick they had with you. "Good luck, he can't defend the run". Ok bet. Meanwhile they're talking about replacing their DC. Sometimes a change of scenery does wonders. They're gonna be chilling at home anyway.

[Prince Charming @ddeltadtime]

I know nobody calls clipping anymore but...was that not clipping?