External Return @ExternalReturn
Capital markets / Investments / Industrial Logic / History / Commodities New York City Joined November 2012-
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@modestproposal1 @Carl_C_Icahn horiemon (local) tried to shake things up and so did did TCI (gaijin) all to disastrous results - very hard
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@modestproposal1 @mark_dow and the recent results? They expanded so fast that prices dropped and now even them (w/ A+ assets) don't make $
@modestproposal1 @mark_dow eg BHP has worlds best coking coal assets, biggest production, bottom of the curve and the most flexible capacity
@modestproposal1 @mark_dow don't forget the producers! If they have capacity they can build, they do so until no one makes a decent return
@IvanTheK new management is substantially more open and transparent, the refusal to answer the 1 question was not an attempt to obfuscate
@IvanTheK combative CEO has combative exchange with analyst he disagrees with -> dog bites man?
Fascinating tweetstorm from @balajis on BTC and AI
@jbarro @Neil_Irwin strong USD is a headwind for all other foreign buyers and rates are going up w/i 24 months
@jbarro @Neil_Irwin oil rich money (Saudi, UAE etc) is drying up due to collapsing crude, Russian money is gone due to sanctions
@jbarro @Neil_Irwin there is a ton of super luxe supply coming just on 57th and the demand backdrop is becoming dreadful
@JeffCNYC @DavidSchawel so you grow the biz value of the new venture and shield the tax burden of the old biz. It's almost smart cc: uncleWB
@JeffCNYC @DavidSchawel let's play a game. Imagine you can grow a biz that is FCF- by funding it with positive FCF from a mature biz
@BenedictEvans @danprimack False. A Haitian-American died of AIDS-related illness in '59 in NYC. Batman series didn't premiere until '66.
@JFinDallas agreed but 'Network' is the king of the heavy '70's movies
@georgepearkes @DavidSchawel well, certainly someone has the other side
@IvanTheK @ReformedBroker it's much better than One57 though - a purple Vegas monstrosity transplanted next to Carnegie Hall
@matt_levine @TheStalwart @DannyVinik and von Trier makes movies there! #trollception
@incakolanews McCarthy was never explicit about the cause of disaster. He hinted once that it might have been the Wyoming cauldera blowing!
melanie ✨ @melaujtz8efk
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QuintinaHoover @EV98U593f4sHS7
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Thenayd @Thenayd14850
77 Followers 7K Following A strong woman is one who is determined to do what others are determined not to do.
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Seletoret @SeletoretglR_
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Jack @iwakurayam91113
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cash flow outlet @cashflowoutlet
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Event Driven @EventDrivenMgr
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Learning Luck @Learningluck
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Benjamin Dietrich @DietrichBen
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Ron @ryong
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Spinoff Review @SpinoffReview
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MP Securities @MPSresources
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MarQuis Trill | Conte... @marquistrillx
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GlobalPPtwt01 @GlobalPPtwt01
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Tom @TomCPeterson
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FINDING WORK @8883JDET
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Andrew Poesaste @poetential
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a.n. @ashishnair
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Situational @value_guy
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2015technoligy @2015technoligy
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AroundCommodities @ArndCommodities
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Taye Diggs @TayeDiggs
572K Followers 588K Following I'm serious chocolate and don't get it twisted. https://t.co/AjINiSHMHu @CWAllAmerican All American Host @CriticsChoice
zimonomics @zimonomics
153 Followers 3K Following “A little less conversation, a little more action, please”
ESA Rosetta Mission @ESA_Rosetta
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Carrie Mantha @CarrieMantha
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36K Followers 348 Following currently: motherhood, WAG life, interior design & other things I’ve accumulated along the way. more on Substack ↓
Wattsy @GoodrichWatts
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Bitcoin Center NYC @BitcoinCenterNY
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Charles Johnson @Green_Footballs
39K Followers 5K Following Done with this site. You can find me here… Bluesky: https://t.co/e5KLxlcpQb Mastodon: https://t.co/ZCcCugfVg4
Risk Arb Candriam @RiskArbCandriam
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The New York Review o... @nybooks
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Moms Against Gaming @MomsAgainstGam
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One Perfect Shot @OnePerfectShot
592K Followers 3K Following still here, still posting perfect shots (and other questionable takes). inspired an hbo series. curated by humans. fan mail: [email protected]
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5K Followers 738 Following Specializing in older homes. I am a Lecturer of Philosophy at Butler University. My thoughts are influenced by Hume, Rousseau, Nietzsche, Bukowski, and OutKast.
Chess @chessNwine
36K Followers 9K Following Founder and President of https://t.co/PwLHwYpfo2. Author of the Book, "A Street Smart Guide to Modern Sports Betting" https://t.co/bKep9WWrR2 - Not Financial Advice!
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2K Followers 1K Following Beida Ren (北大人), Theoretical Physics, Investment Management, Hedge Fund, Startups, Back to Physics. All Things Made by Apple, and Beaches. zzbar=(x+iy)(x-iy)
Zack Stentz @MuseZack
43K Followers 2K Following Screenwriter (Thor, X-Men: FC, The Flash, Rim of the World, Jurassic World: Camp Cretaceous, Empire of Wolves, Raven.) https://t.co/8rrnXI8pra
Steven E. de Souza @StevenEdeSouza
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Richard M. Nixon @dick_nixon
59K Followers 1K Following 37th President of the United States. Messages from the President unsigned, others from Ronald Ziegler. FAQ: https://t.co/FMmHghHVFZ
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Nick Robinson @Nickrob
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ianmikerob @ianmikerob
462 Followers 187 Following "A man's homeland is wherever he prospers" - Markets, Internet, Tech, Media - Opinions are my own - RTs not endorsements
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Bluegrass Capital @BluegrassCap
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