Samuel Ludwig

Never attribute to malice that which is adequately explained by stupidity

[Samuel Ludwig @samueltludwig]

@JeffSnider_EDU Eric Pachman

[Samuel Ludwig @samueltludwig]

@dailydirtnap This sounds more like a trend projectionist, not a trend follower framework.

[Samuel Ludwig @samueltludwig]

@LeifSoreide An easier way to put it, is the S&P (nasdaq, et al) green or red on the year…

[Samuel Ludwig @samueltludwig]

@EricPachman Great piece, one thing I might suggest for the labor force visualization tool have the ability to adjust the geographic representation of the US, to something akin to #4 or #17 from https://t.co/GBZxjgmzmg, in addition to a traditional map.

[Samuel Ludwig @samueltludwig]

@choffstein Partially, depends on how much the price of property is the land vs improvements, and then some function of "if all of my neighbors get wiped out, what is the land cost now?".

[Samuel Ludwig @samueltludwig]

@choffstein Diversified loose pants, not necessarily concentrated loose pants...

[Samuel Ludwig @samueltludwig]

@hackertrader Time to do a pass with a "Strat" filter & code this... https://t.co/Xi5zTRQiXa

[Samuel Ludwig @samueltludwig]

@GestaltU One theory: https://t.co/us8CZjezVs

[Samuel Ludwig @samueltludwig]

@rwilday Banana bread and pumpkin cheesecake. https://t.co/uqmyMAQz78

[Samuel Ludwig @samueltludwig]

@m3_melody As someone who was in the room w/Pimco in 2018 on the architectural side, I think the high end LA/Samo rental market then bears so little resemblance to the post covid world the project was delivered into, saying they should have known better is a bit of an oversimplification.

[Samuel Ludwig @samueltludwig]

@jponsiglione @ModusEdge @DrJim_Walker @profplum99 The kicker for a lot of 200k+ people is child care. Easily fall between the cost of transportation and housing payments. Granted it doesn't last forever but it is a big cash flow challenge.

[Samuel Ludwig @samueltludwig]

@dailydirtnap It's like people have never heard of the Bloomberg Dollar index. Down ~3.6% this year but up 20% over the last five...

[Samuel Ludwig @samueltludwig]

@hackertrader Congrats!

[Samuel Ludwig @samueltludwig]

@Geiger_Capital $333, only ~5-10% the cost of gas if driving (not including tolls)

[Samuel Ludwig @samueltludwig]

@infraa_ Just because people are paying more for the same earnings doesn't change the raw earnings numbers over time.

[Samuel Ludwig @samueltludwig]

@GuyDealership Even Lexus' can be leased for ~1% APR (MF equivalent) with MSDs, and their days of supply are not screaming distress, then again the lease rates are no doubt helping move product.

[Samuel Ludwig @samueltludwig]

@VladTheInflator This math is easiest to do on condos where one can compare recent rents vs recent sales. For example by me in Santa Monica w/20% down the equivalent monthly premium (P+I + Insurance + Taxes + HOA) is ~60% above what would be to rent...

[Samuel Ludwig @samueltludwig]

@spomboy Or at a minimum present the initial number as a range, not something specific…

[Samuel Ludwig @samueltludwig]

@CohenSite Europe envy alive and well.

[Samuel Ludwig @samueltludwig]

@dailydirtnap ATH, stop a bunch of people out who buy the "breakout" like 2011, then who knows... https://t.co/JM0vt6sCTX