Above the Clouds 🛫🛬 @finalappchfix
Retired CRE/CMBS HF trader, profitably through '08 fin crisis. Instrument rated private pilot. Tweets aren't investment advice. Joined May 2016-
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Day 1 he’ll cut rates to zero to benefit his CRE. DUH. Trump advisors considering plans to dramatically revamp the Fed, WSJ report says @CNBC cnbc.com/2024/04/26/tru…
Lol... $DJT is such a clown show. Should Congress investigate buyers of the stock (i.e. Putin, MBS, and probably manipulation from Ken Griffin and @citsecurities?) cnbc.com/2024/04/24/djt…
That’s good, right?🤣🤣🤣
I asked #chatGPT the following. I'm hardly convinced that #AI is that meaningful. It seems that #GenerativeAI has a long ways to go. @OpenAI
Wait for the robo-taxi launch. Those will be smashing into everything. Including people. nypost.com/2024/04/08/bus…
What year? 🤣🤣🤣🤣
Assuming @realDonaldTrump actually prayed today, I wonder if he prayed for selling a lot of bibles. Honestly I don’t get who votes for this 🤡.
The rest of the world is laughing at us as this 🤡 hawks bibles, sneakers, and perfume. We're fucked if he wins. cnbc.com/2024/03/29/tru…
Now that Trump has some theoretical liquidity via $DJT, seems the opposing party could use that knowledge and market savvy to do something. Just sayin'.
If $DWAC isn't the most obvious donut, what planet are you living on.
$ACHR ... If you're not looking at this new technology for aviation, you're gonna miss it. As a private pilot, I recognize the need for new investment in this space. flyingmag.com/archer-to-inst…
But but but Ai and crypto will save the world. 🤣🤣🤣😜😜🤡🤡🤡
Imagine if they were under the same scrutiny as $BA.
Michael Kao @UrbanKaoboy
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holy crap *TESLA 1Q NEG FREE CASH FLOW $2.53B, EST. POSITIVE $653.6M
1/7 Happy Bitcoin halving day Degens! A 🧵on The flows peaked in a frenzy in Mid-March. The 13Fs are a disappointment. Very little wealth manager adoption so far (like 1%). Unrealized gains are shrinking fast. Why I've been skeptical of Spot BTC ETFs.
NY state should claw back the hundreds of millions Musk took for this fiasco *TESLA TO CUT 14% OF WORKFORCE AT BUFFALO PLANT: WARN NOTICE
Must-see aftershocks of badly handled $TSLA layoffs 👇 Musk's team is only now realizing the legal liabilities they face. Might make it that much harder to do the next round of 10% global "headcount reduction".
@dampedspring @finalappchfix Everyone on your list was just as derivative. I once asked the owner of Melkweg in Amsterdam (who had seen 4000 acts give or take) "who was the best live band you ever saw?" He said Pearl Jam by a mile.
Bands/musicians I listen to most frequently in order Pink Floyd Grateful Dead Led Zeppelin Who Bowie Springsteen Bob Marley Stones Neil Young CCR Jimi Lynyrd Allmans Doors
Musk just slashed FSD prices to the record low bargain basement price of $99/month, or $1200 annually. That's down nearly 99% from the $100k price he projected in May 2020, when the software got closer to *actual* full self driving capability First principles analysis says we…
The FSD price will continue to rise as the software gets closer to full self-driving capability with regulatory approval. It that point, the value of FSD is probably somewhere in excess of $100,000.
@BickerinBrattle @dampedspring @JeffSnider_EDU respectfully George it's more likely it's because your tweets make you look like an asshole as a person.
Huge lol. She bought 40 bps. Or about what she lost in exposure with stock down 5%. It’s such a dumb cult.
Cathie with a huge 235k share buy of $TSLA today. I’m about to sell everything to go all in in $TSLA
$BTCUSD here's a fun one for you shitcoiners....with y2k $CSCO overlayed
@finalappchfix @realDonaldTrump Evangelical Christians were told by their Ministers that "God sent Trump to us", poorer Whites who have been told they should feel agrieved because of the preferrences given Minorities AND Libertarians who prefer limited government and lower taxes and are anti-socialism.
$MTBA now has AUM of $461mm, with no seed money. Crushes the MBS Index ETFs in both coupon and YTM. Newly issued MBS are the best value in market; also a terrific way to play the Yield Curve steepener.
The Simplify MBS ETF $MTBA – liquid as water…. Jump in. Learn more about $MTBA: bit.ly/46upCdH
Two thoughts on this article: (on.ft.com/3x6hVhG) “Volatility shield” is just a pathetic attempt to make the accurate “volatility laundering” into a positive. It’s Orwellian. It should be ridiculed. I’m ridiculing it. In the highlighted part below I think critics get it…
First they push back on cuts the market priced due to their irresponsible dovishness. Then they say rate cuts are optional. Then they hike again to regain credibility. We are right on schedule.
FWIW I have left H4L island and expect NGDP to be lower than longer than expectations. I am sailing in the Economic Slowdown Sea. The only destinations on my journey are Recession Island or Soft Landing island. My guess is the former.
It's not an AI stock. Its jump in revenue last quarter wasn't what people think it was. @Supermicro_SMCI $SMCI is capitalism gone wrong.