ThunderdomeVet

long career in investment banking and investing.

[ThunderdomeVet @turnoutdriver]

@NewLowObserver your insights are always interesting. and yes, this is hiding in plain sight. however...given that many are buying the debt and CDS as a package, it is reasonable to consider the resulting systemic counterparty risk this creates. dumber things have happened in hindsight.

[ThunderdomeVet @turnoutdriver]

@OddStats people are starved for real life sharing. there are many 'why's at work. but posting data about this type stuff will get you a bigger audience for certain. the reddit old and cold is the proof itself.

[ThunderdomeVet @turnoutdriver]

@NewLowObserver nice

[ThunderdomeVet @turnoutdriver]

@NewLowObserver 1946, repression kicks off.

[ThunderdomeVet @turnoutdriver]

@EricJBott @AnnieJacobsen go dad power!

[ThunderdomeVet @turnoutdriver]

@mmjukic erik: look at your chart. 25% inflation in car prices is not 'more affordable'.

[ThunderdomeVet @turnoutdriver]

@michaeljburry yup.

[ThunderdomeVet @turnoutdriver]

@jmhorp taxes. on the income. taxes on the burrito. now do it for family of 4.

[ThunderdomeVet @turnoutdriver]

@TheStalwart @BradBetsFooty yes, and fwiw - the origin of that lens: 1. public market seen as dumping ground by VCs. 2. awareness that a jim simons will beat them every time. 3. investing viewed as speculative - awareness of the impact of momentum. And little about fundamentals. Its wrong but not crazy.

[ThunderdomeVet @turnoutdriver]

@TheProjectUnity the MOST cozy movie

[ThunderdomeVet @turnoutdriver]

@TheStalwart this is a managed decline in our standard of living. our tax dollars and deficit spend are poorly allocated. few policy ideas offered other than more taxation. as ben stein would say, it will continue until it can't anymore....

[ThunderdomeVet @turnoutdriver]

@TheStalwart TRS is a little different than margin trading, particularly if you don't own the underlying.

[ThunderdomeVet @turnoutdriver]

@TheStalwart @matt_levine counterparty access to PB leverage and TRS structures

[ThunderdomeVet @turnoutdriver]

@greg_ip we needed a reset. markets have become pavlovian fed kremlinologists. now he gets feedback. he'll find the middle. but we needed a reset on 'guidance'...

[ThunderdomeVet @turnoutdriver]

@TheStalwart those numbers aren't at a level suggesting distress. and they likely have more to do with the hedging demand from owners of bonds who are inoculating where they can, as some 'private credit' books have few CDS choices to de-risk portfolios. nobody knows anything.

[ThunderdomeVet @turnoutdriver]

@MichaelJBurry__ why a danelectro neck on that? i mean i love danelectro but huh?

[ThunderdomeVet @turnoutdriver]

@nic_moneypenny 💥❤️

[ThunderdomeVet @turnoutdriver]

@ThierryBorgeat for sun? yes. sun was hardware and overall tech tech margin and cashflow structures of 2.0 were very different.

[ThunderdomeVet @turnoutdriver]

@DanielTNiles thanks dan. always good to hear your take at a time like this.

[ThunderdomeVet @turnoutdriver]

@hiralal_patidar @mr_deepvalue clickbait