MBM

MF real estate, stocks, bonds, nonsense

[MBM @MBMeiss]

@FB_FilmAnalysis Criminal they didn’t go back to back

[MBM @MBMeiss]

@TheStalwart COVID - Everyone work from home for the foreseeable future

2024-2025 - Everyone get back in the office because we spent too much on office space

2026-2027 - Now you’re all fired because AI

Yeah there’s going to be a revolt

[MBM @MBMeiss]

@DeanO_Lytics He’s been hurt all year. Hamstring to start the year and then ribs right after that. Now a knee injury.

[MBM @MBMeiss]

@digijordan But why? This gets to why it would feel a need help us advance technologically.

[MBM @MBMeiss]

@bennpeifert The Magic Johnson of markets

[MBM @MBMeiss]

@StephenGHoops @Barlowe500 It wasn’t the org that was the problem. He had some injuries that sapped his high-level athletic ability, and his game was predicated on that. He wasn’t physical, and that may have been to avoid another injury. Never saw the same guy from his rookie year.

[MBM @MBMeiss]

@naval Replace ETH and SOL with ALGO and we’re straight

[MBM @MBMeiss]

@ratoshi21 @RokoMijic @bensig The attacker in this scenario would have the goal of making it worthless.

[MBM @MBMeiss]

@BradHuston Remember those “Bitcoin isn’t a bubble, it’s the pin” arguments several years ago? Completely gone as they cheer on ETFs and governments buying it. Principles have been abandoned for the only thing that matters - number go up.

[MBM @MBMeiss]

@rev_cap So what’s the point of Bitcoin if the national debt and deficit are “fixed”? Doesn’t that hurt the Bitcoin bull argument?

[MBM @MBMeiss]

@rev_cap CA will flip to a surplus with stocks at these levels

[MBM @MBMeiss]

@matthew_pines You assume an attack on US critical financial infrastructure that wouldn’t also possibly impact Bitcoin? In a full scale war, if Bitcoin was a strategic asset for the US, wouldn’t enemies attack mining operations across the world, impacting network security?

[MBM @MBMeiss]

@cullenroche Do you think this actually leads to deficit reduction or does it just bring down both govt spending and receipts? I wonder how much of a blow torch you could take to the federal budget before triggering a huge recession.

[MBM @MBMeiss]

@conksresearch Run don’t walk to subscribe to that newsletter

[MBM @MBMeiss]

@FB_FilmAnalysis @TuffonSmuts Ted would you PLEASE CALM DOWN

[MBM @MBMeiss]

@cullenroche Accretive through attracting and retaining high-level talent which should in theory drive revenue growth? If so, how could that even be measured?

[MBM @MBMeiss]

@haralabob Not a real consideration for avg citizen given low rate of return and need for access to their deposits for living expenses.

[MBM @MBMeiss]

@BradHuston Yeah but equity isn’t a bond and has no par feature. There’s no guarantee, and in fact a very small chance, that TSLA ever goes back to $500.

[MBM @MBMeiss]

@DividendGrowth The argument that share buybacks are no different than dividends for shareholders falls apart when buybacks only go to offset SBC. If the stock price is going to fall based on cost of capital and forward expectations regardless of share count, you take the dividend every time.