Stranger Capital

Its for pascha, dumb-dumbs.

@garrxttt @Kalshi Not really. Its for pascha.

@Kalshi Very oddly specific time frame lol

JUST IN: Russia and Ukraine agree to 32-hour ceasefire

@eulin123 @Kalshi No they won't. Its for pascha.

@Kalshi Russia will ignore the ceasefire. Don’t trust then.

@Zboyefe @Kalshi Pascha

@Kalshi 32 hrs for what?????? To take a tea break???

@LeifInvests @Kalshi Pascha

@Kalshi 32 hour is so specific 😂 atleast say 48 😭

@AltcoinAssasin @Kalshi Pascha

@Kalshi 32 hours ? For what a bar night with hookers and back to fighting ?

Did something today I told myself not do again. Bought 10% OTM puts on S&P at the close. 4% of my portfolio. Godspeed.

@resourcebull @RealCalvin1 Literally been thinking of doing the same thing.

@RealCalvin1 I’m so getting a Blu Ray and hitting garage sales

Streaming was a mistake.

@account_blown @TheLincoln Love this book so much

@TheLincoln Add in this for the trifecta

You could build an interesting class around these two books as textbooks.

@StrangerCapital nice

just peeled a hard boiled egg

@iheartstonks Im a 7min 30sec guy

@iheartstonks Gotta time it perfectly, put it in ice water, tap all around with back of spoon

Major oil spill halts operations at Belgium's Port of Antwerp v.aa.com.tr/3901082

My dream is to sit in the helipad of a drillship at 5am, chainsmoking a pack of reds, downing some yuenglings, and observing as far as the eye can see. How do I convince my analyst to use his travel budget for this important cause?

Being retarded about how oil prices actually work is probably the biggest bipartisan issue

@iheartstonks When you say thank you, it builds more accurate depletion models for your kurdistan e&ps, this is not a joke I am so srs rn

in the future when ai is running everything it will remember the people who said please and thank you

@BlueDuckCap Banger

Howard Marks with a memo on Private Credit. Let me guess his view: it might be bad. It might not be that bad. We don't know. I only buy stuff every 10 years.

@TheStarkCapital Yup, and the screening is also worse. Its just a counterintuitive platform thats costs more in dollars and quality/speed/accessibility of data

@StrangerCapital Excel formulas being more intuitive is literally the only advantage vs BBG Even pricing, when it’s single digit terminals + some of the add ons ends up being more expensive than BBG who can do all of it and more

Anyone else find that Factset is absolute dogwater for equity research? Constantly glitching in my excel workbooks (e.g., randomly uncopy/uncut cells i have on my clipboard), API is total mess/too many options for single line item categories, mobile is useless, etc

@TheStarkCapital It's fucking awful.

@StrangerCapital Regardless of AI debate FDS is a zero cuz it’s shit

@jeremie0117 Honestly, not sure how to interpret. Whats driving the growth in equity tapping for homeowners? Is the pullback in CC debt growth from people tightness or restraint? Curious your thoughts.

@StrangerCapital Yeah really

U.S. Debt Growth Change. Consumer Balance Sheets. Interesting data from Evercore.