Brilliant investment

Multi Family Real Estate Investor /Full time Dad. Ski Bum. tweets are my own.Not investment advice.

[Brilliant investment @RCheszes]

@DaveHcontrarian Well… if you change the weightings in the basket, or change OER etc, things change without manipulation.

[Brilliant investment @RCheszes]

@DaveHcontrarian @MMusclesd @hridayakuhara @julztrn @HftForPeople @PRodr1guez @TimPrice1969 You mean it’s about the coordinated efforts of this administration to get rates to roll over?

As expected: CPI in line but falling despite rising inflation. 🙃
YoY core CPI +2.4% vs. +2.4% est vs. +2.5% prior
miraculous !
I’m on the train!

[Brilliant investment @RCheszes]

@DaveHcontrarian @MMusclesd @hridayakuhara @julztrn @HftForPeople @PRodr1guez @TimPrice1969 5 % 10yr treasury. Will bessent allow this to pass? seems a line in the sand
assumptions start to break.
What is your threshold for the 10yr ?

[Brilliant investment @RCheszes]

@nationalpost Ha! you first give up your palm beach residence and then we talk

….”and actively entice winter migrants from Florida and other temperate U.S. states”

[Brilliant investment @RCheszes]

@ConradMBlack @scoopercooper which do you believe ?

[Brilliant investment @RCheszes]

@Conflict_Radar Pattpong not far off! 😉

[Brilliant investment @RCheszes]

@ConradMBlack @scoopercooper Lord Blackwater still swims in these circles and would never castigate one of his own. FDR was called a traitor to his class but not Conrad.

[Brilliant investment @RCheszes]

@AramRuhig @RT_com Please explain to your audience the theological desire to erase Israel by the regime. @harari_yuval most people do not know what the fuss is about

[Brilliant investment @RCheszes]

@SamanthaLaDuc Pls Give up the Nentanyahu syndrome. It’s not helping your image

[Brilliant investment @RCheszes]

clear take on carney negotiation priorities

[cbcwatcher @cbcwatcher]

Mark Warner on the Canada-U.S. talks: “The Americans wanting a say over who Canada does free-trade deals with (especially non-market economies) isn’t some shocking new demand — it’s already in CUSMA Article 32.10.”

“Bigger partners always ask for more discipline when they feel competitive pressure. The EU did the same thing decades ago.”

“Canada isn’t walking around in white gloves on trade. Our partners know that.”

“Don’t stoke the nationalism. Free trade has never been popular here — the real test comes when more people actually feel the tariff pain.”

Clear-eyed, non-emotional analysis from someone who lived through 1988 negotiations @MAAWLAW

[Brilliant investment @RCheszes]

@GammaGirlLab @grok explain in plain english

[Brilliant investment @RCheszes]

@DaveHcontrarian So not quick but definitely an unwind and maybe takes until July OPEX. should help the broadening out thesis

[Brilliant investment @RCheszes]

@DaveHcontrarian are we going to get a quick Yen Carry trade unwind like 2024?

[Samantha LaDuc @SamanthaLaDuc]

“95% of @SpaceX shares are held by insiders. Only 5% will be publicly traded. Insiders hold $1.66 trillion in paper wealth they currently can't sell. The IPO changes that.

And they've structured it so insiders can sell BEFORE the standard 180-day lock-up expires. @SpaceX built in early release provisions -- after the first earnings report, insiders can sell up to 20% of their shares.” @LeoCapital_01

[Brilliant investment @RCheszes]

@PoetCatRussell @koshercockney was his chance to talk to a pretty girl

[Brilliant investment @RCheszes]

@SamanthaLaDuc @grok define a dispersion trade from hyperscalers into physical AI

[Brilliant investment @RCheszes]

@PHfloor wait what about the note form CMHC?

[Brilliant investment @RCheszes]

@ProfDBernstein let’s hope you are right. bc his concession speech was another notch in the fourth turning

[Brilliant investment @RCheszes]

@danielfoch MU is another one you should buy pls

[Brilliant investment @RCheszes]

@rosskay what is the address?