james jacobs

[james jacobs @jamesjacobs7]

@HoldenWalker99 Deep pockets

[james jacobs @jamesjacobs7]

@seaurchincevice @RiparianMan88 @GarmireAvery @HoldenWalker99 @pulte @SecScottBessent @realDonaldTrump Or smart thus far

[james jacobs @jamesjacobs7]

@seaurchincevice @HoldenWalker99 @HorsemanCountry @realDonaldTrump @fivebelow K

[james jacobs @jamesjacobs7]

@MustardNoMayo Agreed. Someone planted this riff in his head and he’s loving it. Forget about the market as long as he’s happy I’m happy.

[james jacobs @jamesjacobs7]

@StealthQE4 Yes

[james jacobs @jamesjacobs7]

@jimcramer Go on

[james jacobs @jamesjacobs7]

@sagharborcap Correct

[james jacobs @jamesjacobs7]

@SpecialSitsNews I don’t follow.

[james jacobs @jamesjacobs7]

@MichaelPBento Why?

[james jacobs @jamesjacobs7]

@ericjackson Bizd is an etf that owns BDCs; you should be more specific before broadcasting

[james jacobs @jamesjacobs7]

@Adbondlahor @NicoGladia Correct

[james jacobs @jamesjacobs7]

@_acap_acap @HoldenWalker99

[james jacobs @jamesjacobs7]

@midas79_ Yes I agree

[james jacobs @jamesjacobs7]

@seaurchincevice @PeterSchiff Institutions bought less than 1% of houses trades over last 5 years
That’s not the issue

[james jacobs @jamesjacobs7]

@HoldenWalker99 @howardlutnick @SecScottBessent Talked about it as an inevitable not a big probable or maybe. Likely taking more time to wrap it into larger initiative around mortgage rates (portfolio retention) and / or affordability

[james jacobs @jamesjacobs7]

@HoldenWalker99 @howardlutnick @SecScottBessent I think “I would like to see that” was referring to getting IPO done by end of 1Q in the question.

[james jacobs @jamesjacobs7]

@HBS1990Alum This time is different lol. Hangin’ n hopin’

[james jacobs @jamesjacobs7]

@HoldenWalker99 @gcmarbella Still leaves 50% upside. Attractive if resumption within 2 years. But that assumes resumption.

[james jacobs @jamesjacobs7]

@HoldenWalker99 “Appropriately and legally”

[james jacobs @jamesjacobs7]

@seaurchincevice @HoldenWalker99 @SecScottBessent I think you missed the “at least that” part. I agree with Holden