RiskHappensSlowlyThenAllAtOnce @RHSTAAO
Switzerland Joined October 2022-
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Can there be a more bizarre company portfolio than that of Chemed Corp $CHE? If you're an analyst covering this, does it fall under it's GICS label of Health Care (i.e., @HedgeyeHC) or more of the Roto-Rooter side of Industrials (i.e., @HedgeyeIndstrls)?
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Isn't American Homes 4 Rent "AMH" not "BST"?
🧵 Open Defiance In my view, the single most meaningful consequence of the NATO/Ukraine proxy war against Russia is that most of the major geopolitical players outside the imperial realm are suddenly in open defiance of the capricious "rules-based international order" and its…
Did you know that the Sunshine Skyway Bridge is protected from boat accidents by concrete islands called dolphins?
? if the short $GOLF model includes macro trends such as household migration (south), climate (warmer), & boomers (retiring w/ discretionary time)? A wide swath of the population is +10-20 degrees from average temps this month. Plus, the signal doesn't lie. #Floki @HedgeyeDJ
If you want to find some good lead-in/exit music, listen to $NVDA's earnings call. Even their music is bullish, especially compared to most of the other filler music that usually accompanies earnings calls with other companies. @HedgeyeRetail @KeithMcCullough
Most hotel investors plan to buy assets over next year sbne.ws/r/O2DJ “Hospitality offers a superior hedge against inflation because we reset rates every night," said Kevin Davis of JLL Excellent point!
I’m sick and tired of this Republican Establishment that has made us a party of losers. Where is the accountability for years of losing: 2018, 2020, 2022 and now last night? I’m calling on @GOPChairwoman to resign tonight.
@RNCResearch Karine just said Four Hundred and One K!
Bidenomics... Four hundred one K 😂
Make no mistake. The whirling sound you hear is America spinning out of control. Why? Because the hand on the rudder steering our ship of state is unsteady and incompetent — and his corruption has warped the rudder itself. But no one is allowed to say what everyone knows to be…
I never got a PPP loan...
Speaking the hard TRUTH to a female anchor isn’t “mansplaining,” it’s the exact same treatment I gave to Don Lemon a few months back: I believe in equal opportunity for all media dishonesty. Watch @CNN’s hilariously artificial clipping of my Taiwan defense plan last night, when…
Maurine Rhoe @rh_mauri
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@LilySZhao As a Mizzou fan, I’m STOKED for this pick
A ballhawk in Ty'Ron Hopper. Comes in with 91st pick.
Lets throw another fun one in. The client has capital loss carryovers.
@MichaelTannery @theficouple Now swap that money market for a tax-free local muni bond and here will be the readers…
@RHSTAAO @theficouple Thats an alternative, however the purchase of the muni bond gives up the liquidity - have to be a muni bond fund
@theficouple To determine the better financial option—paying off the mortgage or investing the money in the money market—let's first consider the effective cost of the mortgage interest and the effective yield of the money market investment, both adjusted for taxes. Mortgage Costs Mortgage…
@theficouple If it’s my house I’m paying it off. If it’s an investment property I’m investing.
@LifeInTwenty @cferry322 @theficouple however a equity line of credit can be used in a true financial emergency
@Evan_Flood NIL isn't the problem. Greg Gard is the problem. There I said it.
@Evan_Flood Gard supporter here. I hope he’s able to adjust to the new college basketball world before the game passes him by like it did Chryst with football
@Evan_Flood So….it sounds like they are still playing under original nil Rollie’s….if so not good. Are they going to participate in pay to play? Do they have the money? Man it seems like they are so far behind. What a shame if true for a university with a ton of $$ resources.
LP’s getting their first distribution in 3 years after several capital calls (The distribution was $23.47)
@CFBRep If only #4 and #16 played so we could know for sure
@RepThomasMassie First let’s find out how much they spent on the flags and who ordered them. They were probably made in Chy na.
@theficouple Should be able to get it replaced through insurance for free. Hail damage or weather related. Easy to get the contractor to write it up. You are a sucker if you pay for a new roof.
@theficouple Say you didn’t have to replace the roof, wouldn’t you still increase rent by $2k/year if tenants would pay it?
@theficouple I have replaced 7 roofs without paying a dime. Seriously, are people terrified of using insurance?
@theficouple Yeah these things aren’t connected though. What rent the market will bear for that property is not connected to how much you pay own/maintain it. You can try to pass this off to the renter, but the renter’s market does not care that you paid $12k for a roof replacement.