Revlis

[NoLimit @NoLimitGains]

🚨 THIS IS ALARMING

The 30-year yield just hit 5%, AGAIN.

Everyone is panicking about the number but that’s not even the real problem.

The real problem is how long it stays there.

Let me explain:

A 5% yield is not crazy on its own.

In 2000 it was 6.5%.

But in 2000, the US deficit wasn’t $1.9 trillion.

And in 2000, corporate America hadn’t spent a decade borrowing at 2 and 3%.

That debt is maturing now... TRILLIONS OF IT.

Every company that locked in cheap money during COVID has to refinance at rates that are double or triple what they paid.

Mortgages are still above 7% and housing affordability is at a 40-year low.

One week at 5% and everyone moves on.

The 30-year has been above 4.5% for over two years. $9 trillion in corporate debt still needs refinancing into this.

How long it stays there? That’s the only question that matters for now.

If you want to know where I’m deploying capital next, turn on notifications and pay close attention.

Many people will regret not following me sooner, trust me.

[James Proud @jamesproud]

History repeatedly shows that American science and engineering solve impossible tasks. I started Substrate because I believed that this impossible task is one worth trying.

[Revlis @revlis84]

@EliBenPorat How has this guy been so under the radar?

[Revlis @revlis84]

@EliBenPorat Sadly I believe it’s Matt Shaw

[Jak @JakTheAnimator]

i never trained it on "100m" lol

[Revlis @revlis84]

@MiranoDesigns Link

[Ivan Salim @MiranoDesigns]

The first time I did it, you guys loved it sooo...

Finished this HUGE library of amazing EDITABLE websites you can use for your next project v2.0!

Retweet + Like and comment "Link" for the Figma file!

#buildinpublic #uiux #DailyUI

[Revlis @revlis84]

@dieworkwear its 70 degrees today too

[Revlis @revlis84]

@jdomito_ brand

[JoséPablo* @jdomito_]

⚡️ The Branding Checklist

The idea is to keep updating it and make it the best free resource for founders building a brand.

Updates:
→ clonable
→ added some descriptions/frameworks
→ added "who should do it?"

If you want it:
⇾ RT + comment "brand"
And I will DM you.

[Revlis @revlis84]

@TJStats His performance overall was much better in TOR but was his command much better?

[Revlis @revlis84]

@SteveDwyer23 Think Busch is a clear upgrade over Mervis. Shaw can play 3B when hes ready. Tough to lose Ferris though.

[Revlis @revlis84]

@wagieeacc I’m starting to believe this Dustin Moskovitz angle based on how the remaining three are behaving.

[Revlis @revlis84]

@diaz2_jrd what makes you think that? any additional information?

[Revlis @revlis84]

@RMHildebrandt Send

[Revlis @revlis84]

@osh_alchemy 🔥

[Revlis @revlis84]

@myles_cooks How do I get the oil to stop browning the pan? I use med heat, wait for water to bead like you show.

[Revlis @revlis84]

@TomTrudeau IDK the answer to this but is having back to back TJs where the first surgery just failed the same as having TJ then years later needing a second surgery? Are the outcomes different?

[Revlis @revlis84]

@diaz2_jrd Would be great for you to consolidate your research into a thread.

[Revlis @revlis84]

@TJStats @coreyjro @rossjensen @TomTrudeau @nwcodad @dylan25732 @matthamsr @JustBB_Media So his contact rate should really be 71.2%? Is that right?