The Investment Llama

[The Investment Llama @llamavest]

@joshua_j28051 Natasha getting clapped by Captain America

[The Investment Llama @llamavest]

@YudonKnoMei @Hedgeye You don’t get bond yields huh

Or lending in general

[The Investment Llama @llamavest]

@SantanaMosque No one gets it.

When you have everything, slumming for some dangerous pussy in the hood is undeniably excellent.

Gives u the rush you miss.
No escort & fine dining event will replicate this for you.

Putting yourself out there, reinvigorated him.

Lil bita of slummin muff.

[The Investment Llama @llamavest]

@AmeliaRodrigJan Midwest Messi

[The Investment Llama @llamavest]

@WinderKit @rowbull this is actual equity, LTCM’s leverage/derivative positions took them to over a trillion $$$ of off balance sheet notional value.

If you apply straight math it was 200x leverage and then some.

Equity was 5ish billion.

Trillion dollars in the 90’s makes sense for a bailout.

[The Investment Llama @llamavest]

@hamptonism This can be reversed at any time and people act like it’s over for good.

One day stop 100% capex spend. Cash flows return to 80% within < a year.

[The Investment Llama @llamavest]

@dave_stillson @auto_moto_pl Just mod some controller arms

[The Investment Llama @llamavest]

@TheEconomist @elonmusk @zannymb Value must be assigned as a law of nature.

“The treasury should just issue checks”

Elon, is egregiously disconnected from reality.

Ivory tower perspective, talks as if the transition wouldn’t be absolutely brutal to a post monetary economy.

[The Investment Llama @llamavest]

Thinking of sizing up $OUST

Quantum companies that do nothing are trading for 10-25B.

This is 2 and a couple decimals.

[The Investment Llama @llamavest]

@hollywoodfiles9 This is 11 years old.

[The Investment Llama @llamavest]

@jonbrooks Everyone here is so dense.

Leverage and more immigrants. That’s it.

But mostly leverage.

[The Investment Llama @llamavest]

@beeracks10 @end3of6days9 Base is hideous
There’s a buyer for everything out there…

[The Investment Llama @llamavest]

@Palmviewcapital The land is the value. Not the home.

[The Investment Llama @llamavest]

@garyboomer58 Porsche’s are for poors now if u didn’t get the memo. Pre 2020 land cruisers are the new old money new money.

[The Investment Llama @llamavest]

@WestsideLAGuy “Reunion”

Cock comparing humiliation ritual.

If this is all there is to gain from going to this.

Rather not participate at all.

Comparison is the thief of joy.

[The Investment Llama @llamavest]

@rameswar08 @financedystop Too many people chasing CS
+ too many Indians and East Asians.

Maybe a little Ai thrown in.

Overall it’s a saturation issue, more than a technology replacement.

[The Investment Llama @llamavest]

@bennyjohnson So commodities don’t trade on supply and demand at all

[The Investment Llama @llamavest]

@WallStreetApes Blocked.

People will sign and buy an amortized loan.

And then be shocked when it does exactly what it’s supposed to.

It’s called you can’t afford it.

[The Investment Llama @llamavest]

@Breaking57 Bro hating on the neighbors with no background, on his morning stroll lmao

[The Investment Llama @llamavest]

@KRL_defi_ 5 minutes… here comes the sage advice.

Make More.

Nice. 💀