@ArmandDoma That only works insofar as you are able to actually create enough of those job offers, which to your point B, never really happened as could never break ground in the first place.
It’s gotten a little better but most of that money never went out the door: https://t.co/9UiNYiLymN
@conorsen That’s probably what you get in a post Dodd Frank world where regulators limit the type of lending you do, Private Credit comes in to do those middle market deals and banks are left with less places to deploy capital
@conorsen The Millennial boomtowns have been very centered around alcohol and food. Don’t think it’s a coincidence that the Sunbelt has seen so much growth given that the south probably has the most unique and distinctive homegrown cuisine in the US
Republicans trying to sink the Ukraine aid bill are the same Republicans who will abandon Taiwan. They are the same Republicans that will abandon Europe. They are the same Republicans who will abandon each and every one of our allies. A friend to none and cowards all
This is your best rubric for understanding everything--why the debt limit deal wasn't good enough; why the topline deal isn't good enough; why any conceivable border deal wouldn't be good enough. Because it's a deal, and Ds want a deal, and if they make it that's your tell.
@TheStalwart@tracyalloway
You guys should do an episode on the increasing use of Synthetic Risk Transfers. Very interesting trend for banks right now as they look to offload risk given Basel endgame and also dovetails into broader bank vs Private Credit trends given the buyer
@VamonosLA One of those moments for me was in Mammoth last year. Incredible to be sitting by a crystal clear lake and looking at snow capped mountains with a waterfall running down its side
@conorsen@MylesUdland Wine Industry has been trending down for a few years now. Basically only premium wines and consumers over 60 are growth segments. Millennials opting for abstention or liquor based cocktails. https://t.co/h28xkM0wdS
I've profiled women for @washingtonpost about the challenges of being in politics today. None were as open as Lauren Underwood, on the reality of life in Congress at 36 as a single Black woman, and on trying to sort out who you are vs. what you do https://t.co/XRVBGAGRmV
Mike there are few if any people in public service who I admire more than you and I am so grateful for your leadership and work over the last many many years. Thank you and support you always!