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@APompliano @grok are these stats accurate?

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@KatieMiller @grok is this true?

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@JavierBlas @BarbarianCap @grok explain

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@HayekAndKeynes Critical to select the right manager. To ensure they have access to the best pipeline of deals and do a thorough job on the underwriting.

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@jerryteixeira What are your thoughts on rucking?

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@Zach74181274 @LevFinCynic Couple of ways to put on the risk, granted they target broader rating categories than B2.
1. Two managers to consider for mutual funds, Eaton Vance and GSO Blackstone. 2. Loan ETF, the largest being BKLN, which buys the 100 largest loans. 3. There may be a BB CLO ETF.

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@rationalwalk Another factor is the other services that deliver significant savings identity protection (25% cheaper), and optical (20% cheaper on high-priced items). I have never used the life insurance or auto program, but I can also see material savings there.

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@IlliquidTrader I highly recommend the @Team_neverquit podcast. It is truly amazing and an eye-opener—incredible dedication and perseverance by the hosts and guests.

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@ZLCap Investors prefer to go long loans via CLO debt tranches. You get diversification, subordination via the structure, floating rate and acceptable liquidity.

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@sidprabhu Not sure if any are public, but restructuring firms like Alix Partners or Alvarez & Marsal could be another way of expressing your views.

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@irbezek @wstinsider Not yet but getting closer

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@FedProm Do not buy any Samsung appliance. The worst.

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@FedProm Flat tax is the way

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@jerryteixeira Thank you for all your content. What are your thoughts on rucking? Thank you in advance

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@FedProm You can buy open-end and closed-end funds loan funds. Check the @EatonVance managed funds. They are amongst the ones with the best track record.

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@HayekAndKeynes The potential savings go to their home countries as remittances

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@FedProm Toyota @Toyota did a fantastic job designing this one all around. Great engine, beautiful exterior, all with excellent quality. I think they will take a lot of market share from Chevy, GMC, and Ford.

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@MarkGutman9 @robjodwyer Any metrics you look at that would reflect the market has priced the rate hikes and somewhat of a balance sheet reduction?

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@FedProm Switch to Costco

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@hedgefundmafia Reminded me of Silicon Valley, the series. Very good.