Tim

Real estate, economics

[Tim @tmck]

@bettybloodclot Here’s the crash. Guy was texting or sleeping. Road ahead was wide open and traffic was not even slowing. He was about to miss his exit to 403 and wanted to quickly merge, taking out a couple cars. Should be charged with reckless driving and lose license.

[Andrew Scheidl 🇨🇦🇺🇦 @AndrewScheidl]

The Trudeau govt has always been sweet on the CCP. Joly was a weak appointment, another data point in our declining world stature.

But explicitly adopting the CCP's Taiwan policy?

After Michaels, Uighurs, HK, SCS & aggression against India?

Fire Joly and whoever advised this.

[Demetri Kofinas @kofinas]

This was a really bad episode of the @nytimes Daily, and I say that as someone who has taken the mRNA vaccine and is not a promoter of conspiracies.

It's loaded with certainties and unqualified opinions passed off as facts when only skepticism should exist.

[Tim @tmck]

@EssTeeAnalytics Any way to get access to your indicators?

[Tim @tmck]

@imgrund @gator_gum @CanPaedSociety @PedsOntario Your 15 minutes is pretty much up, maybe it’s time to make a graceful exit now @imgrund. No need to cling on like this

[Tim @tmck]

5yo daughter came up to me with a straight face and asked "Daddy, what's dog money?" #doge

https://t.co/AQiI0WN5Cn

[Tim @tmck]

Hey @BMO, I need access to my financial data. Please let me use the financial services apps I need!

[DaRazor @akramsrazor]

Hey @GoPro, here is an idea for you. NFT minting straight from the camera. If @nba_topshot is capturing moments; I think extreme sports moments are for more rare and exciting. Imagine "GoPro Mint" & the drops your extreme sport athletes could do there to connect with their fans!

[Tim @tmck]

Shkreli knew what’s up when he bought that Wu tang album a few years ago https://t.co/KqQWRHeaeq

[Five Times August @FiveTimesAugust]

Isn’t it great we live in a world where Cardi B’s WAP can be a number one hit song while 80 year old children’s books are being canceled? We’ve finally got our priorities in order, haven’t we?

[Tim @tmck]

@paulg @clairlemon Trump is gone, wokeists have a perceived power increase

[Tim @tmck]

@Barton_options @addictiondocMD Is it not the opposite these days where the haves/asset-rich are benefiting tremendously from all the printing while the have-nots can't even reach the asset ladder?

[Trung Phan @TrungTPhan]

1/ When Steve Ballmer joined Microsoft in 1980, he was employee #30 and received ZERO equity.

By its IPO in 1986, he owned 8% of the Microsoft, which makes up the majority of his $80B fortune today.

How did Ballmer get that stake, though? A contract quirk.

Here's the story🧵

[DaRazor @akramsrazor]

So I've followed DFV's $GME journey from beginning and think it says a lot about what's going on here. How do u go from $50k to $40ml deep value screening in about a year which btw beats $nflx and $amzn growth return holding for decades? A thread...

https://t.co/4R5c8kAmCo

[Naval @naval]

The only two ways to coordinate human societies at scale are free markets and physical power.

Any ideology rejecting free markets is just advocating for power.

Socialism, communism, and fascism all converge to the same endpoint - rule by the biggest thug.

[Peter Zeihan @PeterZeihan]

Increasingly, the question is not what will this do to Huawei?
The question is now that the Americans know they can kill Chinese firms pretty easily, what Chinese firm is next on America's to-kill list? https://t.co/Let7s90NLv

[Tim @tmck]

@akramsrazor

[Tim @tmck]

@BauerOutage How do you guys justify your expectation of full pro rata salary when there’s zero gate revenue coming in?

[Tim @tmck]

@FiatElpis Market doesn’t believe that rates aren’t going negative

[Tim @tmck]

@biancoresearch Jim is there a private individual membership tier to view these after the trial period on your site expires? I inquired but the price quoted seemed like for institutional investors rather than individuals. Love your analysis, thanks.