i look at everything capital

generalist. i look at everything.

[i look at everything capital @mlp_44k]

@Geiss_Cubes you know they have a pretty hefty CB out right ?

[i look at everything capital @mlp_44k]

@P_Remarks @ggpcap @viggy_krishnan @benthompson msft getting borderline retarded here. even if you arent bullish, there has to be max ~20% down from here. great r/r skew, imo

[i look at everything capital @mlp_44k]

@P_Remarks you just don’t get it man. mkt not broken. these moves are super healthy

[i look at everything capital @mlp_44k]

@SsCowboy team first. if your PM sucks, no point. some pods will help analysts rotate if a pod bombs, but not always the case

[i look at everything capital @mlp_44k]

@DurableCreators tho I too find them to be attractive … no position . In any tho

[i look at everything capital @mlp_44k]

@DurableCreators soft mkt. AI risk. some fears they’ve all / mostly done big m&a (so need de lever / not much nearer term juice). A few big ones in IPO backlog means more supply

[i look at everything capital @mlp_44k]

@TheLAPurchaser Tho given where we are in cal, window lines up for sept to re open after aug break. Assuming market mostly cooperative.

[i look at everything capital @mlp_44k]

@TheLAPurchaser Very bad. ECM strategies having a good / very good year , but clearly many would take a hit. Importantly, slows down OAI, Anthropic, etc. Would guess it probably shuts down the cap markets for 2mo. Should be longer but mini cycles get deeper faster and recover faster.

[i look at everything capital @mlp_44k]

With that said, this whole situation is so pathetically sloppy

[i look at everything capital @mlp_44k]

Funniest part about the Iran situation is people will say that Israel and the US brought upon themselves when they don’t realize Iran has been attacking them both for decades

[i look at everything capital @mlp_44k]

@tangentstyle they got a few heavy hitters across the industry. Inc rubner. Haven’t seen much impact, yet, but I’m sure it’s coming.

[i look at everything capital @mlp_44k]

is the next ai bottleneck water??? $xyl $awk (come pump my bags). Partially kidding. But at this pt wouldn’t surprise me

[i look at everything capital @mlp_44k]

@VerizonSupport can someone dm me please ? Cannot get on phone with customer service regarding dead spots for connection issues

[i look at everything capital @mlp_44k]

@vader7x @WSJ @WSJopinion Apply to Michigan. B school or engineering. He’ll have an amazing education and have the opportunity to socially develop well. UVA, UT apparently v good too. Tho I know not close to home.

[i look at everything capital @mlp_44k]

how big of a deal is china for $otis ? hate to say shit like this, but at some pt that's gotta be in the stock down here?

[i look at everything capital @mlp_44k]

I hate how aggressive Jacobs is $qxo. It’s fundamentally just so opposed to how I’d operate and think… but my gd this stock is gonna fkn rip if rates ever come down meaningfully. And in meantime, should more than chug along. Anyone smart here w a view ?

[i look at everything capital @mlp_44k]

Is a 60/40 portfolio attractive now? I know we all hate gov debt but… if shit doesn’t break?

[i look at everything capital @mlp_44k]

@bauhiniacapital @tangentstyle @BuffaloBillCo Pretty much nothing has broken. I guess SIVB papered over … some minor scares in Japan - blanking on the bank…

[i look at everything capital @mlp_44k]

@bauhiniacapital @tangentstyle @BuffaloBillCo referring more to banks and insurers who can now generate ROA/E locally instead of having to buy us corp or gov debt and swapping it back to yen. 10yr JGB is getting competitive now. Small %s in the grand scheme but nonetheless when looking at bigger picture it’s amazing that