Tye Gerrard

[kanav @kanavtwt]

they lost a fucking gem

[Lloyd Blankfein @lloydblankfein]

Sad about Jensen. Shakespearean. But as de Gaulle said, “The graveyards are filled with indispensable men.”

[John_Hempton @John_Hempton]

Next time you think that short sellers just make shit up - have a look at this SIX MONTH OLD tweet - which basically alleges the affair that is now news.

[Mike Rockefeller @mikerockefeller]

A burger every second is pretty good.

On the latest episode of @inSpiredPodX, Kevin Hochman (@kdhochman), CEO of Brinker International, shares what that kind of momentum looks like at @Chilis, along with the scale of its tequila business.

Watch the clip, then listen to our full conversation below. I'd love to hear what stands out to you.

Mike

[Cluseau Investments @blondesnmoney]

@JonahLupton Please don't post anything bullish on earnings day

[Michael Frazis @michaelfrazis]

Thoughts on Firmus in the AFR, can brokers please stop calling me now 😅https://t.co/yEFNUM96T0

[Tye Gerrard @tyegerrard]

@blueprintsmb22 @blueprintsmb22 are you able to pass this straight through or typically a lag (referencing your earlier posts that suggest demand is weak right now)?

[Tye Gerrard @tyegerrard]

@internpierre Think they need an Arnault on the Board to revitalize the business @internpierre ?

[Tye Gerrard @tyegerrard]

@internpierre I don’t know what on earth they were thinking. One of the stupidest Board appointments in recent memory for me

[Tye Gerrard @tyegerrard]

@internpierre @internpierre waiting patiently for your post on the new Nike Board appointment…

[The Hormuz Letter @HormuzLetter]

BREAKING: Saudi Arabia's East-West crude oil pipeline has suffered catastrophic damage in at least 8 locations, per initial reports citing diplomatic channels.

This comes after satellite data showed a fire burning along the pipeline route southeast of Medina with a black smoke plume +100 km long, and consistent with the multiple heat anomalies NASA FIRMS recorded along the same stretch.

[Old Canada Series @oldcanadaseries]

US president, Ronald Reagan, and Canadian Prime Minister, Brian Mulroney, in 1988. Later that year, Reagan said: “Our peaceful trading partners are not our enemies; they are our allies. We should beware of the demagogs who are ready to declare a trade war against our friends—weakening our economy, our national security, and the entire free world—all while cynically waving the American flag."

[Tye Gerrard @tyegerrard]

@internpierre @NomadicQuant Have you cross-checked RealReal / eBay using your same method for Zegna and was this also trending in a similar direction (I know that Zegna does run sales via third-parties but wondering if this unworn resale trend is isolated to just BC)?

[Tye Gerrard @tyegerrard]

@robin_j_brooks Robin - wouldn’t the U.S. Government just continue to help fight this ahead of the mid-terms to avoid the carry trade partially unwinding regardless of the long-term viability of FX intervention?

[Yuto 🇯🇵 @yutokanzakireal]

東京は究極の選択を迫られている。

日本の低金利時代を終わらせ、国内の富を再構築するか、それとも日本の犠牲の上に、現状のアメリカの圧力に屈し続けるか。

歴史は、この瞬間こそが全てを変えた時として記憶するだろう。

[levent @__alpoge__]

hello there the jacobian conjecture is false thanx to my close friend akhil for asking about it and my other close friend fable for working during the world cup final

((1+xy)^3 z + y^2 (1+xy) (4+3xy), y + 3 x (1+xy)^2 z + 3 x y^2 (4+3xy), 2 x - 3 x^2 y - x^3 z): \C^3\to \C^3, has jacobian determinant -2, and sends (0, 0, -1/4), (1, -3/2, 13/2), and (-1, 3/2, 13/2) to (-1/4, 0, 0)

[Peter Baker @peterbakernyt]

The average life expectancy of a new Russian recruit—from arrival at a training ground to death in a combat zone—lies somewhere between 10 days and three weeks. Once sent onto the battlefield, they survive an average of 20 to 35 minutes. @peterfrankopan https://t.co/W3UhBerdH0

[Illiquid Insights @IlliquidInsight]

Private credit’s secret:

Addbacks have gotten more aggressive, meaning leverage is increasingly understated.

[Charlie Bilello @charliebilello]

Since the start of the Iran war...
Sulfur: +67%
Jet Fuel: +66%
Urea: +51%
Diesel: +50%
Heating Oil: +40%
WTI Crude Oil: +37%
European Natural Gas: +34%
Gasoline: +32%
Fertilizer: +31%
Brent Crude Oil: +31%
Coal: +14%
Palm Oil: +10%
Iron Ore: +7%
Rice: +4%
S&P 500: +1%
$VIX: -8%

[Richard Stengel @stengel]

You know what would be amazing if Vance and his team can negotiate an agreement where Iran doesn't enrich above 3.67% (far below weapons grade); gets rid of 98% of its stockpile of enriched uranium; has weekly inspections by the IAEA; keeps the straits open without charging anyone; and commits to all of this for at least ten years. Oh, yeah, that was the Obama Iran deal.