Top Tweets for #MarginForError
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"Margin for Error (demo)"❌️. Produced by SDP Beats🎚. Dropping 5/1⌚️.
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#auxftw #mcauxiliary #gorgeousbates #newmusic #marginforerror #marginforerrordemo #svendaphenomen #sdpbeats #boombap #swfl #floridahiphop #undergroundhiphop #realhiphop
Gabe & Doe can’t hit anything tonight lol they’re 1-11 from three
Austin & Rui there and this is a 40 point lead.
We’re missing two starters but being carried by our stars.
#MarginForError
@capconstrained @Namzes_G Mentioned this 4 years ago….
1) Consumer Massively De-Levered Post Covid
2) Even if Recession CECL Card Reserves maintained providing huge #MarginForError $JPM $XLF
One can still drive a truck through the Spread between Reserve Rates & NCOs… Despite massive -Ve Provision expenses on P&L & Reserve Releases on Sheet -> MarginForError in $XLF has rarely been better with a very healthy customer base flush w XS Savings & De-Leveraging.
It’s not always a binary being right or wrong... but it’s really about how much do you make if you are right vs. how much do you lose if you are just dead wrong.
#ValueInvesting #MarginForError
We know the Consumer is in Great Shape.
Having said, I’m not paying for Perfectly Priced Assets…
with Little #MarginForError.
E.g. stocks like $KRE aren’t perfectly priced…happy to own that stuff & accept Volatility in that stuff till Market Valuations aren’t this Crazy.
Life’s a game of Inches.” 🇺🇸
#MarginForError
New hype video for the RNC.
Living Totally Debt Free... enables one to control one’s destiny. #Liquidity
At least save Chapter 8. :)
#MarginForError
You could be right… just not my thing to squeeze out the last nickels & dimes. :)
#MarginForError
Fair/reasonable, we only differ in that my base case is that history rhymes, and as in the last 2 liquidity cycles, BAML will swipe 2021's lows before the party is over, we'll find out soon enough...
As a #ValueInvestor I wouldn’t touch HY with a 10 Foot Pole at +305bps, Subfin CDS at +105bps & $SPY when the Equity Risk Premium is at 22 Year Lows.
I am not one for Economic Prognostications… but I think I have a decent handle on #MarginForError at least for myself. No Bid.
Imho $KRE is the last war….
To me Subfin CDS is prolly a relatively better place to look for Risk Asymmetry given Very High Tangible Leverage.
Return Risk usually resides where the Market isn’t focused & Credit Spreads are the Tightest relative to Risk.
$EUFN #MarginForError
"Higher for Longer" - Where are the victims?
Credit (Ex Leveraged Loans)… Looks optically tight on spread but cheap on yield… dollar prices are still low, giving u some #MarginForError on Jump Risk.
$LQD $HYG
@allstarcharts Doesn’t mean we can’t have a Recession next Monday or 2 yrs out for Any Reason…
Credit Cycles always Cycle… & we will always have Recessions…best thing is to try & find #Value investments that provide #MarginForError so one doesn’t have to be a Recession Prognosticator.
I see AFS HQLA losses - & I get Super Bulled Up…
I am not in the Business of Fortune Telling….which is why I ❤️ #MarginForError which hedges my inability to be a good Prognosticator.
$XLF $KRE #Reflation
Despite these Massive Downside Levers….GSIB CET1 Capital (that Includes AFS AOCI Capital Losses)… are at the Highest Levels with close to Zero Buybacks for the last 2 Years…
Fins will Never escape Vol…But
You Rarely get this kind of Fundamental #MarginForError Ever.
$XLF
Very Little #MarginForError
Great time to Sell the 10 Year at ~5% 🤦🏻♂️
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