Darren Schlanger

Chiasmus Capital, Columbia College, Harvard Law

[Darren Schlanger @shlonjay]

If congress keeps running 6-7% deficits and destroying dollar purchasing power we should expect many more Mamdani’s across the country.

[Darren Schlanger @shlonjay]

@TheStalwart They are assiduously focused on keeping asset prices high - that’s it…

[Darren Schlanger @shlonjay]

@ADHD_Capital I suspect the laughter will extend to the market thinking it’s normal for cyclical semiconductor companies to trade at multiple trillions valuations…

[Barry @BarryOnHere]

The last time the Knicks had a lead in the NBA Finals was June 17th, 1994.

Yes, the same day as this:

[Darren Schlanger @shlonjay]

@michaeljburry AI is becoming OnlyFans…

[Darren Schlanger @shlonjay]

@financialjuice I think he means “wearing Theory”…

[Darren Schlanger @shlonjay]

@Econimica Recession for 90%. Bubble for 10%. ‘Murica

[Oh Come On! @BluthCapital]

Powell's tenure was pretty much a failure right?
Absolutely blew it in 2021 in the most obvious Everything Bubble, and then 5 yrs later the job still isn't done. That's a half decade.

Had he hiked and caused a recession we'd be out of it by now.

[Darren Schlanger @shlonjay]

@LukeGromen @ces921 Haters. The plan is 3+3+3. Working to perfection…

[Darren Schlanger @shlonjay]

@dampedspring Fixed it: 3+3+3

[Darren Schlanger @shlonjay]

@Greenbackd It’s the same buying behind $SMH… retail all in

[Darren Schlanger @shlonjay]

@TylerHardt Yup. Pretty straightforward for $pzza. You nominate a committee to consider strategic alternatives - including the Irth offer. It just so happens also to be a perfect fit for $qsr…

[Darren Schlanger @shlonjay]

$pzza - this stock has been flat for 13 years while the restaurant index tripled.

[Nothing To See Here @TylerHardt]

Your reminder that the standing bid from Irth capital for @PapaJohns is now 47% above the current share price. $PZZA

[Darren Schlanger @shlonjay]

@financialjuice Jesus. Like discussing human rights with Jeff Dahmer…

[Darren Schlanger @shlonjay]

@TotemMacro Makes no sense. Why would people be against a technology that raises their already stretched cost of living by either destroying the labor market or (soon methinks) the financial one…

[Darren Schlanger @shlonjay]

@FirstSquawk And the Jets are winning the Super Bowl this year…

[Darren Schlanger @shlonjay]

@infraa_ GDP

[Darren Schlanger @shlonjay]

@infraa_ We calculated that factoring in levered etfs and 0dte, true retail margin is around 11.5-12%, higher than 1929…

[Darren Schlanger @shlonjay]

@brandonjcarl Interesting that non-profitable spec tech and $smh is the same trade of late…

[Darren Schlanger @shlonjay]

@Claudia_Sahm Ha. Pray we don’t find out…

[Darren Schlanger @shlonjay]

@Claudia_Sahm Can the Fed really get worse at their job???

[Darren Schlanger @shlonjay]

@BluthCapital Also magic number: Axios tweet 1 minute after release…