GlenS @_Capitaltryst_
Tech, Growth, Turnarounds, PE, Sell-Side. Corporate coxswain. Lots of battle scars. Still standing. Science and economics nerd. Joined June 2013-
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These campus protests are anything but students spontaneously exercising their free speech rights. There are major non student organizations providing meaningful support and organization materials. Interesting piece below.
These campus protests are anything but students spontaneously exercising their free speech rights. There are major non student organizations providing meaningful support and organization materials. Interesting piece below.
He added, ““I feel very comfortable, very comfortable, calling for those people to die.” Same guy who was leading a cultish mob in driving Jews off the quad at their own school. What does it take to get expelled from @Columbia?
Tesla Earnings Are Out: The negative free cashflow is $2.53 Bn vs positive expectation of $653.6 MM Now we know why Tesla is cutting costs aggressively The business has highed fixed costs and needs volume (operating leverage) by selling units margins be damned If demand is…
Not much has changed with real economic growth in the last 2 years despite all those wild swings in expectations. And with long rates in this ballpark for the last 18m, its unlikely to change unless there is a new shock from even higher rates or an exogenous event. UE flat:
In June 2023, Overstock (now $BYON) bought Bed Bath & Beyond and related assets (Wamsutta) for $21.5MM. Today, $BYON announced it sold Wamsutta for $10.25MM. $BYON spent less than half of these proceeds ($4.5MM) on Zulily. @marcuslemonis is running a tight ship.
Quarter Homes - readying $147m(!) cap raise on @tZERO - to fund co-ownership home financing platform providing investor funding directly to qualified homebuyers - to enable millions to afford homes. 👍 Nice concept and nice commission potential. 😎 quarterhomes.com/investor-landi…
We may in fact live in a simulation…
National media wasn’t even on this story. But I just looked where they told me to look. The only reason I thought about this was that when I woke up this morning, one of them had texted me this: “Look what we did… No one else. Just us.” kansaspublicradio.org/2024-04-16/not…
$ON $WOLF SiC GaN solutions. The robots are coming.
$ON $WOLF SiC GaN solutions. The robots are coming.
One of the greatest moments in Pentagon history occurred during today’s press conference. @billyjoel
“NPR called the letter a “final warning,” saying Berliner would be fired if he violated NPR’s policy again.” Apparently that policy is against “telling the truth.” #pravda nypost.com/2024/04/16/med…
RSRV will launch its first offering next month . Will allow to lock rates at St Regis Aspen at perpetuity with a 20% discount on today’s rate. Effectively creating a futures market in room rates @hotelrsrv @tezos @tZERO @ElevatedReturns
next few weeks will prove out how dumb the noting of supply of US Treasurys is in regards to the US Treasury rates. 1) SEC has imposed harsh new rules upon Citadel so the surge then drop of last year will not be repeated - much of the move was a rig 2)without this player,…
Is anybody else feeling upset about NPR? This is a brand and organization that I trusted my entire life. I've known for a while it was left-leaning, but seeing all these tweets from the current CEO is just - I don't even know the words for it - nauseating?
i saw a bunch of people saying that high-ish interest rates were very bad for risk assets. you shouldn't believe it when ppl say stuff like that ppl say all kinds of dumb stuff and you can investigate it yourself in five minutes to see if it's bollox or not.
Forget about MasterChef. I give you the German Even Splitting Championship.
Sublime continues to be one of the more unique stories in music history. Band’s on the rise, frontman dies, band gets big, influences tons of bands & then 30 years later return w/ late frontman’s son filling it for his dad. #Sublime
Is Donald Trump okay?
Someone sent me this TikTok that a young Iranian woman made about what she was seeing on social media yesterday. Please take a few minutes to watch and understand.
Marc Cohodes @AlderLaneEggs
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420K Followers 387 Following Free Stock Market News that is FAST, ACCURATE, CONSISTENT, and RELIABLE | Not Just Stock News | Check out my Linktree ⬇️These campus protests are anything but students spontaneously exercising their free speech rights. There are major non student organizations providing meaningful support and organization materials. Interesting piece below.
NEW: Organizers of the Columbia encampment advised activists at Princeton on how to take over their own campus, giving them tips on disrupting university operations and stressing that there is "safety in numbers." We've obtained documents showing extensive coordination.🧵
He added, ““I feel very comfortable, very comfortable, calling for those people to die.” Same guy who was leading a cultish mob in driving Jews off the quad at their own school. What does it take to get expelled from @Columbia?
I often see from newer folks quote various luminaries *conclusions* about the markets or economy. Its a bad habit. That's because it doesn't improve your understanding. Much better to wrestle with whether their *reasoning* makes sense to develop your own intuitions over time.
What are they saying without saying it? You know the answer
BREAKING: Reuters reports that TikTok's owner ByteDance would prefer to 'shut down' its app in the US rather than sell it if all legal options are exhausted
tfw you’re definitely a normal corporation run for profit
BREAKING: Reuters reports that TikTok's owner ByteDance would prefer to 'shut down' its app in the US rather than sell it if all legal options are exhausted
The pickle for the stock market today is that rates are too high to allow equities to push to new highs, but not anywhere near high enough to create the type of economic slowdown that would force the Fed to ease.
RSRV in a few words , own equity in luxury/lifestyle properties. You can redeem at any time for rooms at a discount to today’s rate. Trade on secondary market place . Get additional membership features . VISIT hotelrsrv.com @tZERO @tezos @ElevatedReturns…
@TikTokComms If you’re so independent please do a TikTok explaining what happened at the Tiananmen Square protests and massacre
If you’re so independent please do a TikTok explaining what happened at the Tiananmen Square protests and massacre
Our response to the TikTok Ban Bill in the US: tiktok.com/@tiktok/video/…
@Dr_Gingerballs if the USA is not risk free then we are thought to be vulnerable - has happened in the past - and then we have a war to not regain our risk free nature but to prove we never lost it. in the end debt is all about war.
@TrungTPhan Love Casablanca Bogie is the ultimate cool guy Totally agree short form has f*cked our attention spans. New movies are wired for dopamine hits which I find it very hard to unwind watching them.
Tesla Earnings Are Out: The negative free cashflow is $2.53 Bn vs positive expectation of $653.6 MM Now we know why Tesla is cutting costs aggressively The business has highed fixed costs and needs volume (operating leverage) by selling units margins be damned If demand is…
$TSLA +7%
$TSLA ❖ TESLA 1Q ADJ EPS 45C, EST. 52C ❖ TESLA 1Q REV. $21.30B, EST. $22.3B
@OldRowSwig Life isn’t about how much money you can make. It’s about principles and morals. If you don’t have a good name you have nothing. I’m saying this as someone who doesn’t like this dude. But respect him because he stands on principles. Not money.
Our broker dealer subsidiary tZERO Securities is proud to support this new venture that will allow accredited investors to purchase equity in its first property: The St. Regis Aspen Resort, obtain exclusive benefits, and redeem shares for room nights at a fixed rate.…
what kind of schizo would map this all out
"Bitcoin is too complicated!" Oh, you think you understand how the dollar works?
@leadlagreport 9/11/2001 was the turning point
@leadlagreport 2001 and the beginning of the Iraq war. That was the beginning of the end.