LoftVT

All good things in all good time

[LoftVT @theloftVT]

@gnoble79 $NOPE

[LoftVT @theloftVT]

@weatherwilly Good job Willy, appreciate it

[LoftVT @theloftVT]

@GardinerIsland Gm Coach - I can’t kick the urge to buy some $RPT here at almost .50 book. Is this dead $ in your opinion? Thk ya

[LoftVT @theloftVT]

@GotSanctuary @FedProm HON p/e is around 18 with the SPY fwd PE at 25

[LoftVT @theloftVT]

@HedgeyeComm U da man, your call on $meta at $100 was enough for me. Sub4eva. Those were trying times.

[LoftVT @theloftVT]

@HedgeyeComm What bubble are you comparing it to? The last one with no revenue or this one? Also, loyal sub btw

[LoftVT @theloftVT]

@CSchlauf Curtis - I thought the report was solid, but Bloomberg isn’t doing us any favors. They are reporting a 13.42m sales miss vs 61.21m estimate headline. That seems misleading to me, no?

[LoftVT @theloftVT]

@dampedspring Gm and agreed, but I think this stable coin thing is more about small business than the consumer. Small business has been killed by CC companies forever on fees, stable coins help them huge. Then if it goes mainstream, watch out Visa.

[LoftVT @theloftVT]

@danielkoss_ @awilkinson Good point but if you are comparing them to NBIS, they narrative already changed in their favor

[LoftVT @theloftVT]

@Rob1Ham @Leishman @bitcoinpolicy Alex crushed that today, happy to be a client

[LoftVT @theloftVT]

@RyanMorse33 Sorry, just saw this

[LoftVT @theloftVT]

@RyanMorse33 Credit risk

[LoftVT @theloftVT]

@RyanMorse33 Yes, they are the more qualified buyers, but their loans go into securitizations not gtd by US Govt. the securitization market is dead.
The lower confirming loans go into Fannie and Freddie guaranteed bonds that has more liquidity/bid at the moment