Mulligan

long/short equanimity

[Mulligan @mulligancap]

@carrynointerest “Jev”on’s paradox

[Mulligan @mulligancap]

@OnodaCapital I want to believe

[Mulligan @mulligancap]

@dee_bosa @altcap Fair argument, but public companies make decisions against shareholders’ immediate financial interests all the time. Shareholders get nothing if we all die!

[Mulligan @mulligancap]

@NickTimiraos How do they not all update their calls after Jackson Hole? Lazy sell side

[Mulligan @mulligancap]

@peonyKingOF What is this from?

[Mulligan @mulligancap]

Does the Ebola outbreak surrounding the lake make the island more or less valuable?

[Tim Draper @TimDraper]

I am selling my island in Lake Tanganyika, Tanzania. Gorgeous place, but we don’t use it enough. $7.9 million or best offer. Anyone interested should contact me directly at [email protected]

[Mulligan @mulligancap]

People think of the “Houthi rebels” like they are tusken raiders but they control over 80% of the Yemeni population

[Mulligan @mulligancap]

Citadel bought Situational Awareness positions after saying the Fed would hike? LOL

[Mulligan @mulligancap]

My PM is either in Europe or at Lindsey Graham’s funeral

[Mulligan @mulligancap]

Seeing lots of elite overproduction type people working in “partnerships” at tech companies. Do they do anything useful or just sign MOUs?

[Mulligan @mulligancap]

Wow hyperstition is real

[Mulligan @mulligancap]

Use Iran’s frozen assets to anchor the SpaceX IPO

[Mulligan @mulligancap]

Use Iran’s frozen assets to anchor the SpaceX IPO

[Mulligan @mulligancap]

The banks and PE firms both realized AI means they won’t need new junior talent in a couple years

[Wall Street Rollup @WallStRollup]

Goldman Sachs is now requiring junior bankers to certify every 3 months that they haven’t accepted offers from PE firms—part of a new “loyalty pact” to curb early exits and protect sensitive deal info.

[Mulligan @mulligancap]

“Everybody get in the situation room and wait for me to cause a situation”

[*Walter Bloomberg @DeItaone]

TRUMP HAS REQUESTED THAT THE NATIONAL SECURITY COUNCIL BE PREPARED IN THE SITUATION ROOM -FOX NEWS

[Mulligan @mulligancap]

Today I learned I really want a palace in the sky qatari 747

[Mulligan @mulligancap]

Somebody tell Trump about the beautiful real estate opportunities in Kashmir asap

[*Walter Bloomberg @DeItaone]

PAKISTAN WILL RESPOND TO ATTACKS BY INDIA - PAKISTAN MILITARY SPOKESMAN TELLS ARY

[Mulligan @mulligancap]

I should go to the Milken Institute Global Conference

[Mulligan @mulligancap]

I have still only heard pros for Canada becoming the 51st state. The only argument against it seems to be some odd Canadian nationalism?

[Mulligan @mulligancap]

the markets acting like they have not seen torsten slok's deck of spooky charts