Victor Siu @vicsiu
American investor. 20 yrs of experience generating asymmetric returns 📈⚠️- Previously investing @citizenm, @goldmansachs, @blackrock. bonvexity.com SF and NYC Joined January 2011-
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Exciting news for California real estate developers: - The LA Superior Court issues a highly anticipated ruling addressing a Builder’s Remedy project denial - 600 Foothill, an 80-unit project in LA County - Builder's Remedy prohibits disapproval of a housing development that…
TikTok's motives are clear - sow discord, distrust, and depression, as a tool to advance the goal to shift the global hegemony. Not profit.
TikTok's motives are clear - sow discord, distrust, and depression, as a tool to advance the goal to shift the global hegemony. Not profit.
Excited to pick up polymath Yair Neuman's "Betting Against the Crowd". Abstract: "why betting against the crowd is possible only in short time frames, why is it important to be attentive to suspicious signs that are indicative of the crowd’s behavior, and why the long tail of…
When you build "luxury" new apartments in big numbers, the influx of supply puts downward pressure on rents at all price points -- even in the lowest-priced Class C rentals. Here's evidence of that happening right now: There are 12 U.S. markets where Class C rents are falling at…
Barry Sternlicht $STWD: "the Office market has an existential crisis right now. It's a $3 trillion asset class worth $1.8 trillion. There's $1.2 trillion in losses spread somewhere. Nobody knows exactly where it all is." youtube.com/watch?v=3IUD_3…
Signature Bank $SBNY failed in Mar 2023 with many CRE loans sold to $NYCB. $NYCB debt now downgraded to junk (equity -57% YTD). Next risk: midsize banking distress from extensive Office CRE loan portfolios - Valley $VLY, Cadence $CADE, Old National $ONB.
Explaining the debt/death spiral. Some of my comments were spreading on social media (they was a a discussion in Congress). Debt servicing = 40% of the past deficit. Next year we will pay interest on that. Debt servicing will reach 70% ,80%, displacing other expenditures. On…
Same reason why some cities and neighborhoods thrive (while others fail).
Same reason why some cities and neighborhoods thrive (while others fail).
+/- 90% of commercial real estate is privately owned - the private opportunity set is several multiples the size of publicly traded real estate. In private transactions, investors can access more diligence than they'd find in public markets. Individuals, however, hold less than…
+/- 90% of commercial real estate is privately owned - the private opportunity set is several multiples the size of publicly traded real estate. In private transactions, investors can access more diligence than they'd find in public markets. Individuals, however, hold less than…
Milei's 2024 Davos talk, directly translated to English by AI (by heygen), in his own accent. Better than the dubbed version imo.
Ntestorth @ntestorth17279
0 Followers 200 Following
Nynoas @Nynoas2TBJv
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Smisesez @SmisesezJ0FEp2
0 Followers 129 Following
SallyBertie @KRQdVdC57CKZx
2 Followers 192 Following
Tirlooth @tirlooth65123
3 Followers 212 Following
Sebleth @sebleth15054
0 Followers 188 Following
Thomorez @Thomorez7I9U5
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Teighd @TeighdoAUF6
0 Followers 119 Following
Shurppir @Shurppirw3dYCL
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OlgaGoldsmith @s256qkAWXd4Q49
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Laseyd @Laseyd23241
1 Followers 168 Following
LauraEdmund @yi9KF4iAF1g9Qz
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McSeesme @McSeesme3zH08M
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Tari Einwalter @einwalte_tar
71 Followers 5K Following
Thalia @Thalia158619066
31 Followers 2K Following
Malak Gallinger @GallingerM66601
14 Followers 3K Following
Connie Shammaa @shamma_conn
32 Followers 5K Following
Denisse Barge @BargeDenis53151
70 Followers 5K Following
Nicky Miracle @NickyMiracl
56 Followers 5K Following
Lori White @LoriWhi85953083
343 Followers 1K Following
Veronica Mikesell @MikeseVeroni
91 Followers 5K Following
Angela Henderson 🦦 @AngieKHenderson
2K Followers 5K Following You is smart, you is kind, you is important.
HOPE @HOPE395635
320 Followers 2K Following
Christine Ans 🇺�.. @KWTampaBay
1K Followers 5K Following 🏴☠️Tampa Bay🏴☠️Former 🇺🇸military spouse🇺🇸military mom🇺🇸military relocation ☎️813-368-2699 🇺🇸America First🇺🇸 UAP Disclosure NOW🛸
Leonard @MichelleNg2925
0 Followers 653 Following
Dee Sandberg @dee_sandbe
30 Followers 5K Following
Ceola Aldava @CAldava59205
69 Followers 5K Following
aivkmwoucry @qhbxhql8mtid7a
14 Followers 278 Following 【coinsrw . com 】User**me:Rom88 , P*****rd:R 66888 Bal:4,289,287,11 U.S.D.T
Wanda Andrulis @AndrulisWa25382
84 Followers 5K Following
Gaynor Sonnenberg @GaynorSonn88763
72 Followers 5K Following
Zainab Honokaupu @ZHonokau
71 Followers 5K Following
Elon Musk @EMusk46739
91 Followers 3K Following
Hue Eckland @EcklEckland
27 Followers 4K Following
Lolita Blenman @BlenmanLol16722
84 Followers 5K Following
Sofie Somayor @SofSomayo
105 Followers 5K Following
Marina @Marina1523038
23 Followers 2K Following
Toshe @Toshe1475597
127 Followers 3K Following
Kate Goelz @GoelzGo
51 Followers 5K Following
omega @fockingidiot
86 Followers 69 Following
Visegrád 24 @visegrad24
1.0M Followers 1K Following Aggregating and curating news, politics and current affairs. #BTC
Luke Hallard @7LukeHallard
9K Followers 222 Following Professional investor and Lead Advisor @7investing. Focus on technology and innovation, with a bias towards AI, fintech, and medtech.
Magnus Vigsø @MagnusVigso
6K Followers 220 Following BUILDING RAW: https://t.co/1ZtuwVRcAy Posture: https://t.co/3BqUW1Tyl4 Instagram: https://t.co/e6b3BbYX7L
Evil (Political) Scie.. @knrd_z
17K Followers 311 Following President of the American Political Science Association (in exile)
Elica Le Bon الیک.. @elicalebon
84K Followers 307 Following Daughter of Iran // Attorney, activist, artist, and other such labels that belie the illimitable dimensions of human existence
Max Brodeur-Urbas @MaxBrodeurUrbas
3K Followers 232 Following Co-Founder @AgentHub_AI (YC W24) Ex-Microsoft
Anti Woke Memes @AntiWokeMemes
24K Followers 341 Following I awaken the woke using memes. Subscribe to help cure wokeness ⤴️
Chaya Raichik @ChayaRaichik10
551K Followers 775 Following Creator of @libsoftiktok. Travel blogger. “Social media menace” - MSNBC. Bookings: [email protected].
Poise Property Group @poisepg
245 Followers 3 Following Poise Property Group is a NYC based real estate development firm that aims to deliver great value to the community and the clients who enjoy our product.
Candace Owens @RealCandaceO
5.1M Followers 72 Following
Tiffany Fong @TiffanyFong_
120K Followers 946 Following crypto crime. youtube: tiffanyfong 👀 ig: tiffanyfong ✍️ https://t.co/IdNhd0SrFF 💌 [email protected]
CeFaan Kim @CeFaanKim
32K Followers 3K Following @ABC Correspondent / @ABC7NY Reporter | Former @USArmyReserve Sergeant | ig: @cefaan | fb: CeFaanKimTV
Nicole Shanahan @NicoleShanahan
39K Followers 3 Following Mom to Echo; Healthy Planet & Healthy Humans
Max Olson @maxolson
3K Followers 947 Following Product @Mashgin. Seed & public market investing. Software/design for fun and profit. Book publisher. Blog: https://t.co/dgci8MUJ2w / Buffett book: https://t.co/fQ2DtO3a3F
James Lindsay, full v.. @ConceptualJames
489K Followers 481 Following Pro-America. Anti-Communist. Based af. 🇺🇲🇺🇲🇺🇲
Dupe.com @dupedotcom
4K Followers 8 Following Snap up all your dream furniture at the lowest price with this one life hack. Tell everyone 🛍️
Tim Backshall @credittrader
17K Followers 2K Following 'Tyler Durden'. Capital Structure Arbitrageur. Husband. Dad. Drinker. Brit. Ex-Rugby Pro. Arthritic to the core. Impatient Observer.
pedma @pedma7
37K Followers 260 Following Sharing Systematic Trading Strategies Research | Building a one-person multi-strategy trading business I Systematic momentum trader | Not Financial Advice
Brian Shin @brianshinsh
1K Followers 344 Following // Close deals faster @ https://t.co/sI91av8hhL // Beautiful screenshots @ https://t.co/DrPbM6qT3h // Acquiring good products from great founders
Mark Suster @msuster
332K Followers 2K Following 2x entrepreneur. Sold both companies (last to @salesforce). Now @UpfrontVC looking to invest in passionate entrepreneurs.
Robert Netzly @RobertNetzly
1K Followers 4K Following Bestselling Author, CEO of @inspireadvisor, respected authority in Biblically Responsible Investing. Blog @ https://t.co/SvasM9FkHp
Martin Kulldorff @MartinKulldorff
393K Followers 3K Following Epidemiologist, Biostatistician, Infectious Disease Outbreaks, Vaccine Safety, Shared Parenting. @gbdeclaration @AcadSciFreedom @NatlParentsOrg
Bexel Initiative - be.. @BexelInitiative
2K Followers 5K Following Be Exceptional | Be Excellent | Be Exponential
Auren Hoffman @auren
61K Followers 811 Following CEO, @SafeGraph. GP, @FlexCapital. fmr CEO, @LiveRamp. loves: crazy ideas, weirdos, and email. host: World of DaaS podcast. reading: @AurenReads, @worldofdaas
John Stonestreet @JBStonestreet
36K Followers 16K Following Thinking about intersections of faith & culture. Husband to Sarah, dad to Abigail, Anna, Ali, and Hunter. President of @ColsonCenter, co-host of @breakpointCC.
Hussein Aboubakr Mans.. @HusseinAboubak
38K Followers 3K Following Truth waits for eyes unclouded by longing. https://t.co/G7Qajw1iXs لا امثل غير نفسي לא רוצים? לא צריך الصلح خير
Jay Bhattacharya @DrJBhattacharya
502K Followers 6K Following Professor Stanford School of Medicine. MD, PhD. Health policy: infectious diseases, covid, health economics. Scientific freedom.
NT Wright Online @ntwrightonline
8K Followers 1K Following Renewing the mind through Biblical teaching. Learn more at https://t.co/UJN6rQRV39
Founder OS @founderos
5K Followers 1 Following Proven systems to grow your audience, brand, and community.
MATT GRAY @matt_gray_
311K Followers 154 Following “The Systems Guy” | Proven systems to grow a profitable audience with organic content. Founder & CEO @founderos
HeGetsUs @HeGetsUs
25K Followers 0 Following No matter who you are, where you’re from or what you believe, we invite you to discover the world's greatest love story — the story of Jesus.
Jim Bianco @biancoresearch
395K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Luis Fernando Torres @luuisotorres
21 Followers 148 Following Data Scientist | Machine Learning Engineer.
DataDrivenInvestor @DDInvestorHQ
3K Followers 889 Following empowerment with data, knowledge, and expertise #tech #finance #entrepreneurship
Michael Dell @MichaelDell
694K Followers 4K Following Chairman and CEO Dell Technologies Grateful #PlayNiceButWin https://t.co/3JiGiLPSc4
Business Breakdowns @bizbreakdowns
17K Followers 59 Following Official account of the Business Breakdowns Podcast. Diving deep into a single business and finding the key lessons for investors and operators. @joincolossus
Ori @ori_living
2K Followers 148 Following Ori creates Expandable Apartments that offer residents more space for less money and a higher quality of life.
Palo Alto Police @PaloAltoPolice
28K Followers 83 Following This is the official account for the Palo Alto Police Department. Report crime to our 24-hour dispatch center at (650) 329-2413.
NYPD 6th Precinct @NYPD6Pct
9K Followers 491 Following Captain Jason Zeikel, Commanding Officer. The official Twitter of the 6th Precinct. User policy: https://t.co/8o5eG59qsB
Silicon Stoic @TheSiliconStoic
4K Followers 160 Following - FinTech CTO by day - Tools for thought by night - Antifragile wisdom and insights - HT to @nntaleb
Chukwuma Dim @ChukwumaCDim
313 Followers 281 Following Assistant Prof. of Finance @GWbusiness; Affiliate Fellow @UChicago @StiglerCenter
Concretum Research @ConcretumR
5K Followers 292 Following We swing and trade intraday US markets exploiting statistical edges. We investigate the effect of demand/supply imbalance across time-frames and asset-classesSan Francisco has 130 commissions and more than 1,200 commissioners! And many receive full health care insurance from the city. No wonder no one is accountable for getting things done right. Even Los Angeles, many times the population of our city, has only 49 commissions.
The impact of ULA (LA’s "mansion tax") on development is much greater than most people realize. It hits projects twice —but probably not in the way you think. Let me explain: Let’s say a developer is building a building for $10 million to a 7 Yield on Cost (YOC) If the market…
San Francisco is 34% Asian, 5% Black, 15% Hispanic. The largest population of any minority below poverty is Asian (33k). But the @sfchronicle couldn’t care less about these facts. They just want to push the racist model minority narrative that all Asians are rich already.
the @sfchronicle when non-asian minorities do well: “lovely! incredible! what’s the secret to their success?” sf chron when asians do well: “gross, this is literally a *blemish* on our city’s institutions”
Most interesting idea i have heard today: These colleges are getting exactly what they asked for via admissions with on-campus activism. They literally told students they wouldn't be held accountable as activists as high schoolers and valued them 'taking action' .. oy vey.
Sam Corcos spends more time writing than any founder I know. His company, Levels, is worth ~$300 million, and he does a few Think Weeks per year. Unlike Bill Gates who inspired the idea, he likes to go with friends who can hold him accountable. There are no social obligations…
The Chronicle calls this profound lack of diversity a “blemish”.
The lack of diversity at Lowell has long been a blemish on San Francisco’s long-held academic crown jewel. Based on current trends, and a lack of any planned policy changes, that’s unlikely to change anytime soon. trib.al/S01xMOH
San Francisco boom loop here we come. This city is way too awesome to let it go. Elections can put leaders who can replace bankrupt ideology with strong policies that help every citizen. Elections November 2024— it's happening. The Boom Loop Begins
@nealkhosla In terms of what? But yes. Neg interest rates, oil below zero - we suspended the economic laws of gravity to stave off fear of economic collapse in 2020. Sadly, DC saw the opening and kept helicopter $$ going way too long. All this led to massive economic distortions.
How Paypal led to Palantir, a quick thread: Peter Thiel and Palantir's CEO Alex Karp were roommates at Stanford. Both received their JD's from Stanford Law in 1992. stanfordpolitics.org/2017/11/27/pet…
Housing first has accelerated suffering and death in SF and cities all over California When the evidence changes, we change our minds. What do you do?
In the face of persistent homelessness, Democrats are embracing more “drug free” housing policies even though such ideas have historically been viewed as antithetical to the “housing first” model. trib.al/SWPuBTT
The Latest $2B AI Craze, the Tech Hedge Fund Fallout youtube.com/watch?v=icZCYK…
So let me get this straight: a parents’ option is to send our kids to schools where they don’t learn STEM, they are potentially radicalized, they aren’t taught to think from first principles AND they have as high a rate of mortality as a soldier in a war? Awesome stuff team.
>1 person is killed or injured every school day in K-12 schools across the U.S. The more time I spend looking at this, the more concerned
As investors, we are thrilled $META is pressing their AI advantage, widening their moat & building the AI infra for sustained high growth. This is what great leaders do. Drive efficiency AND long term growth by doubling down on the AI that is already transforming the biz. 🚀🚀
Gregoire shows the clear difference between a bro and a brother A technology brother cares about his community and fights for it, even as a side quest A “bro” is a low information shitposter who also makes fun of real builders Be a brother, not a bro
Moderates who want to fix this recalled a hard left district attorney Chesa Boudin and 3 school board members, threw the extremists out of the Democratic Central Committee and are about to win control of the Board of Supervisors in November That’s what the fuck is happening and…
@garrytan What the fuck are IQ160 tech bros doing to handle that mess? So much money and brain juice to build chatbots and boring SAAS but dudes are okay to live in Walking Dead
“The day the music died.” Stick to value stocks, avoid tech for now. MLP pipelines still have momentum but don’t overweight too much. I own WES (9.9% tax deferred dividend) and MPLX (8.4%). MSFT best in tech if you must. 10 year Treasury moving to 4.75%. Why own bonds? T…
This is a shocking review of what its like to work at Bytedance. Is it really worth encouraging a company like this to continue operating in the US? Are these the values we should be encouraging?
"Tell your Lord that I have a degree from Harvard and have worked with Google, Microsoft and Apple.” "The Anjin says he took a 2-week finance course at Harvard Extension School and uses the G-Mail and Excel apps on his iPhone.”
This was such a poorly done video I think I am even more supportive of the TikTok ban than I was before.
Our CEO Shou Chew's response to the TikTok ban:
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