@MichaelRohland7 I don’t think we even get a fake deal. I think Iran will hold out until after the election to exert any influence they can.
Also, knowing Sofi’s history, student loan relief would be a negative for the stock.
Clarity act would be possible saving grace.
@MichaelRohland7 I don’t really see with what tools they will pump the market? We aren’t getting rate cuts. The war isn’t going to end any time soon? Sofi is too rate dependent.
@wiljohnson22@CrosbyBaseball I think he’s talking about how Snit snuck into the dugout and chained Walt down so he couldn’t take Cookie out in the 7th.
@Tim_Sweeney_TAR Great post Tim, I was making the argument last week that we would see strong originations in Q2 as people attempt to front run higher rates. I had people arguing that they would pull back lending to avoid loaning at lower rates. You explained it well.
@REF1972@Tim_Sweeney_TAR Can already see it from the analyst “sofi is holding the loans because they can’t sell them proving their fair market values are inflated. We maintain a sell and a $10 price target”
@NoogaBaseball@mandude842087@leprekhan Yea I realized after that I wasn’t considering the developmental side of giving him a high leverage opportunity. If he’s going to contribute in October he needs to be tested today.