Purple Cow

[Purple Cow @rcbice]

@PardonMyTake @BarstoolBigCat Case Keenum or Drake Maye? 🤔

[Purple Cow @rcbice]

@shortbus_ace BANC is ahead of the game

[Purple Cow @rcbice]

@PauloMacro You really think banks own 18-ish year duration Treasuries?

[Purple Cow @rcbice]

@NickTimiraos Is is “too” or “two”? 😂

[Dweller @One_Way_Home]

We all need more of this…

[Peter Atwater @Peter_Atwater]

Required Reading:

@profplum99 has pulled together a tremendous essay that helps to explain why so many Americans feel financially stressed today.

Maybe it is because, as he shows, the annual family income "Survival Line," as he calls it, is $140,000.

https://t.co/iKXniPXIE7

[Purple Cow @rcbice]

@biancoresearch To your point, what if rate cuts lead to higher long-term rates? QE incoming

[Purple Cow @rcbice]

@kakashiii111 Reminds me of barter revenue in the early internet days

[Purple Cow @rcbice]

Why does Fed lowering short-term rates necessarily mean lower long-term rates and lower mortgage rates? I am dumbfounded by the group think

[Purple Cow @rcbice]

@HayekAndKeynes So tariffs are a tax on consumers after all?

[Purple Cow @rcbice]

@RealJimChanos Kind of…

[Purple Cow @rcbice]

@JColinBrown @JackFarley96 When will they be done? With three year useful lives on chips, servers, etc will they ever be done?

[Purple Cow @rcbice]

So $WAL isn’t going to drag down the entire banking system?

[Purple Cow @rcbice]

@victaurs Oh, and for some fun, $BANC

[Purple Cow @rcbice]

@victaurs $MTB, $WBS

[Purple Cow @rcbice]

@victaurs Lending is risky. Why do loan losses mean we are headed to an ‘08 type crisis? I’m stumped

[Purple Cow @rcbice]

@buccocapital You should see what’s in store for 2040!

[Purple Cow @rcbice]

@CorpusCol Fair enough. Generally true about loan books overall, but I take your point given news today. Hope we know more in a few weeks

[Purple Cow @rcbice]

@StanphylCap Strange how bond yields are immune to gaslighting