David Schaap

Co-founder at Fashion Cloud

[David Schaap @omnisheep]

@clairevo As a founder and product person, I can only say I 100% agree with you.

[David Schaap @omnisheep]

@business @business you widely covered the Regional Banking rout with selffulfilling prophecies as a result. Now they seem to have pretty good results - their stocks still depressed. Do you help build them back up?

[David Schaap @omnisheep]

@elerianm Also LTVs are often 55/60%

[David Schaap @omnisheep]

@elerianm Provisions for losses going up but we are literally talking about going from maybe 0.6% to 1%. Most banks have only 5-10% of their commercial loans in office space. A lot of CRE is not offices.

[David Schaap @omnisheep]

@lonewolvesfrank I read a lot of these books and love how it all comes together backed up by data in this great book by Patrick O’shaughnessy called Millenial Money. https://t.co/oPwYCxmmQS

[David Schaap @omnisheep]

@Fijnweer @AmsterdamNL Zou leuk zijn als er mooi groen bijkomt. Mee eens!

[David Schaap @omnisheep]

@AmsterdamNL Super cool! I live around the corner and have I am thrilled to see the work being completed! Looking forward to the better flow of traffic and no more muddy feet:) Great job guys, looks super impressive. What a masterplan.

[David Schaap @omnisheep]

@maximalmillion @QCompounding For sure.

[David Schaap @omnisheep]

@QCompounding Having said that, I do agree it is better not to time the market, but claiming you’ll miss 90% of returns is bullshit. If you would miss the 10 best days + the 10 worst days, you’d outperform. As you can see in the article.

[David Schaap @omnisheep]

@QCompounding This is a false claim and a statistics trick. If you want to do such an analysis you have to also include the 10 worst days. If you are not always in, chances of missing those worst days are also very high, and that has a massive positive impact.

[David Schaap @omnisheep]

@elonmusk Twitter should show a deepfake badge, or detect and ban, before something bad happens. Agree?

[David Schaap @omnisheep]

@jasonlk Well you model with interest rate + equity risk premium right? So that should still be at least 4% when it was on a low. Currently higher of course:)

[David Schaap @omnisheep]

@swiss_jf Here it is: https://t.co/R7U85yT9Qz

[David Schaap @omnisheep]

@bgurley Agree. Really love this book, And written in such detail!

[David Schaap @omnisheep]

Great read, and also read the how-not-to-be-10-min-late article. https://t.co/PbndAJiIxl

[Inc. @Inc]

Chronically late people share one positive personality trait https://t.co/FbTPBX3QIO via @qz