Alex Azar

fort lauderdale | uf alumni | commercial real estate | product

[Peter Schiff @PeterSchiff]

Secretary of the Treasury Scott Bessent said the free market is mispricing long-term bond yields. So he wants to use the superior judgment and power of central government planners to correct the mistakes of capitalism. Good thing we didn't elect a Democratic Socialist president.

[Alex Azar @realAlexAzar]

@ekwufinance how will they do it

[Alex Azar @realAlexAzar]

ur girl prolly follows my finsta 😂
#wearenotthesame

[High Yield Harry @HighyieldHarry]

I have close to zero confidence in this ever going down

Political motivations & the demands of the avg. voter don't allow it.

Either need to outgrow it with technological advancement or have your earnings outpace it

[kyle o’hehir @financeguy725]

In credit, it’s dangerous to like stories too much

If the fairytale comes true, that’s not your money

[Alex Azar @realAlexAzar]

first sovereign debt crisis kinda nervous 😭

[Alex Azar @realAlexAzar]

Hyperscalers are set to account for 9% of investment grade bond supply in 2026.

AI demand, or rather the supply of AI credit investments, is 100% contributing to the liquidity problem.

[Will Nitze @willnitze]

"How can we beat the huge incumbents?!"

Bro...you're competing with a bunch of pain-intolerant randos who hate their jobs and sit in meetings all day in a depressing office building.

[Alex Azar @realAlexAzar]

rage bait

[Aubrey Strobel @aubreystrobel]

if you're in AI, pivot back to crypto

[Alex Azar @realAlexAzar]

@aubreystrobel this is terrible advice

[Cody Schneider @codyschneider]

first time founder

"here's my app i hope you like it"

second time founder

"I'm going to automate an entire job role that costs $150,000 a year salary and sell it to them for $50,000 a year and I'm going to have my coding agent using 20 data provider APIs to research my exact target customer, find their emails, and cold email 50,000 target customers a month"

[tree @treeonchain]

an idiot in motion will go further than a genius at rest

[NoLimit @NoLimitGains]

Ground Beef is going parabolic.

Forget about stocks or crypto.

Just stack cows.

[Alex Azar @realAlexAzar]

The @USTreasury recent T-bond buybacks are effectively just refinancing T-bonds that carry 3 handles with T-bills that carry 4 handles.

Um hello? 3%<4% is a simple fucking concept 🤣

[Alex Azar @realAlexAzar]

The bond market is in disarray with no resolution in sight.

I am actively working on solutions.

[Alex Azar @realAlexAzar]

I am sounding the alarm on long term yields.

This is cause for genuine concern.

[Alex Azar @realAlexAzar]

I am not comfortable with the @USTreasury recent bailout of the Japanese Yen.

[Alex Azar @realAlexAzar]

I am going to start fed watching again stay tuned.