Disheartened by the recent mayoral election in NYC, Bill Ackman is now giving advice on love affairs

ok, this is the peak: SELL EVERYTHING! (yes, it's THAT Gary Black...)

Half the country already knews (the other half doesn't care because they've never been outside their county): it will take decades, not just a new president, to undo the damages this administration is doing at the international level

They are complaining loudly because Pope Leo is also trying to break (or at least reform) Opus Dei, which is traditionally aligned with the US right wing and a big sponsor

Take a 20% haircut to merge into a public traded vehicle ("you wanted the famed illiquidity premium? well, too bad...") Can't wait to see how retail investors are going to get screwed

Does slapping people with a dildo in a hangar count as "political vulnerability"? (copyright @keubiko.bsky.social)

"CoreWeave-Tied Data Center Debt Tests Strength of Flooded Market" www.bloomberg.com/news/article...

Must read on YieldMax ETFs "There's a Word for That" jeffreyptak.substack.com/p/theres-a-w...

Did he tell Jamie Dimon about it at Wednesday's dinner at the WH or will it be a nice surprise? bsky.app/profile/mrma...

What do you mean "HODL"??? Be a man and BTFD!

Maybe it's just me, but these days I wouldn't post clips of Trump alone in the Oval Office handing candies to kids...

Interesting takeaways from MUFG on the US-China deal TL;DR - Tactical (not strategic) and short-term - Not transformative (more transactional): several issues remain unresolved - For US: agriculture sector damages remain and modest inflation relief --> China leverage > US leverage

Polo soon to surpass baseball as America's National Pastime

Nothing to see here, please move along "S&P: US corporate bankruptcies tick up in October; annual filings near 15-year high" www.spglobal.com/market-intel...

How to be a billionaire Step 1: overleverage your company (because it's almost free...) to create an empire Step 2: complain to the EU that it needs to save your company and sector (after you heavily campaigned pro-Brexit...)

So you use the Robinhood app because you're cool, and trendy and tech-driven, but misteriulsy between 9am and 7pm you need cash delivered to your door in a sealed paper bag?!?

Old enough to remember this was at the core of Parmalat's fraud (i.e., there was no cash) "Other lenders were also puzzled by First Brands’ willingness to raise debt at such a high cost despite reporting healthy cash balances" [another great reporting by @bondhack.ft.com and team at FT]

It only took them 6 months to realise that US companies/consumers pay the tariffs, not foreign countries...

It will never not be funny that periodically investors need to rediscover credit risk (and duration)

QED

Is it because the US is already 'full'?

Now do Chamath 'Scaramucci’s ‘Opportunity Zone’ Bet Likely to Be a Loss for Clients" www.bloomberg.com/news/article...

So it was better when the government was closed?

"We underperformed the S&P 500 because of a bad parlay on Kielce scoring two TDs in the Superbowl + sending a kiss to Taylor Swift in the stands"

“Korean retailers are just crazy. They are not like average retail investors in other parts of the world. They are very aggressive” @4sight-nc.bsky.social

Here is a sketch of a suspect

And here is a (partial list), including "Doormat in Chief" Bill Ackman www.ft.com/content/97bf...

Masterpiece!

I didn't have "Boebert and MTG Take Down Trump" on my bingo card.

No victory lap from Elmo today?

Sorry to keep repeating myself, but China is playing Trump like a fiddle

Yes, please! (Oui, s'il vous plait!) Forget the Superbowl, let's get @loanseyjonesy.bsky.social, @usdhuga.bsky.social, @keubiko.bsky.social and all other Canadian friends into the biggest annual cultural event! (PS: I'm not exactly a fan of the Eurovision Song Contest...)

Curious to know which "Titans of Wall Street" will attend the dinner after today's emails

Age yourself with gaming

Score yourself: I'm 1.5/5

The answer is "Yes (and a long time ago)"

Ah! Torsten Slok: "Looking at annualized month-over-month growth rates shows that 55% of items in the CPI basket are growing faster than 3%, see chart below. This is the reason why it is difficult for the Fed to cut interest rates in December."

"Banana Republic" (both the US and the anchor tenant to most 1990s malls)

Now we know who licensed Tesla's technology!

$INT.ST Intellego Technologies: one of the most 'discussed' small caps on the other app (don't even know what they do exactly) Down -57% today on some shady accounts and CFO leaving after 2 months

Top? Bottom? Masa-son run out of money again? @anadarkocapital.bsky.social

Most annoying thing ever: those that sign emails "[name], MBA" (or have it in their LinkedIn name)

These are my Vampire Squid Boys! @keubiko.bsky.social

BREAKING: Buffett will now start posting on Twitter his library of 2 billion memes and quotes from famous investors

"π is such an excellent number: I personally know many numbers after the decimal separator (well, not in the right order, but I know them...)

From "We mark it at par" to "We'll take a 100% loss" in a month... #GokdenAgeofPrivateCredit BlackRock Faces 100% Loss on Private Loan, Adding to Credit Market Pain www.bloomberg.com/news/article...

Because it worked so well for Hertz, right? They are desperate to move inventory