Another value investor

@stavridisj @smerconish @CNN >20 years on we are back to looking for the WMDs

Joined @smerconish on @CNN to discuss the strategic calculus behind the deployment of thousands of Marines to the Middle East, pressure and off ramps, and the differing goals of the US and Israel.

@amanpour Forever wars.

As the war with Iran enters a fourth week, a look back at our archives: how Iraq's 1980 invasion of Iran eventually consolidated the regime’s power and demonstrated an ability to overcome stark odds, at enormous human cost.

@CigsMake 1980s a time of more war in Middle East.

A 30-year-old in 1980 owned a house like this working at the local factory. Married six years with three kids. Weekends meant Little League games. Both sets of grandparents lived within five miles. The kids would attend the same high school he did and grow up with the children of his own friends. This is a dying concept

@Its_ereko As a U.S. citizen I am saddened that there seem to be no protests in U.S., presumably any US protester is no working two jobs now to keep up with inflation.

🇯🇵🇺🇸 Huge protests in Japan. After Takaichi's disgraceful visit. After Trump humiliated her. In the Oval Office. The people are angry. The streets are full. The government is exposed. Takaichi flew 6,000 miles to be mocked about Pearl Harbor. She stayed for dinner. She signed the deals. Now Japan is rising. Not behind her. Against her. The protests are huge. The silence is broken. The shame is public. Trump insulted Japan. Takaichi smiled. The people will not forget.

@_InfoGram_ smart people

🇯🇵📢 BREAKING: Japanese people COOKING their PM🔥 11,000 protesters gather outside Japan's Diet. 82% oppose the war The protesters : Japan's FUTURE is not in Washington. Stop Trump's bootlicking 🔥

@CENTCOM This presenter should replace Pete Hegseth.

Update from CENTCOM Commander on Operation Epic Fury:

@milken_cookies That building has a serious cockroach infestation.

@EllliotttB But those juicy 4.2% unqualified dividend yields!

Mfw trying not to tweet about apartment REITs giving up all their dead cat bounce returns

@itsNTBmedia Interesting use of AI, hotels are desperate to increase margins, the business model cannot support multiple full time employees, with all the junk taxes, opex inflation, etc.

Donald Trump was overwhelmingly elected by the American people to be our President and Commander in Chief. As our Commander in Chief, he is responsible for determining what is and is not an imminent threat, and whether or not to take action he deems necessary to protect the safety and security of our troops, the American people and our country.  The Office of the Director of National Intelligence is responsible for helping coordinate and integrate all intelligence to provide the President and Commander in Chief with the best information available to inform his decisions.  After carefully reviewing all the information before him, President Trump concluded that the terrorist Islamist regime in Iran posed an imminent threat and he took action based on that conclusion.

@Mr_Neutral_Man $CSR looking attractive

Bing "REIT Hunger Game" Edition $WSR $NSA $AIV $PLYA $ROIC $ALEX $VRE $ELME $NLOP $DRR.U

@MikeFritzell Also an obnoxious issue for Thailand and Indonesia.

Philippines is blocking Interactive Brokers reddit.com/r/Philippines_…

@tsxman While $NXRT made that statement about potentially selling in 2027, I struggle to understand the logic of its recent leveraged asset purchases, not expecting any rental growth in 2026, maybe none in 2027, so cap rates could continue to widen.

$NXRT w/ some insider buying in the past week. The mngt get all their salary in stock so seems meaningful. One of the highest insider owned names on market. Committed to close NAV gap by 2027 or sell to private market. Most discounted & rising oil is unquestionably bullish Texas.

@zerohedge Code word for “it will last > 1 month”

*HASSETT: IRAN WAR NOT GOING TO LAST FOR MONTHS *HASSETT: IF IRAN WAR LASTED LONG, IT WOULDN'T DO US MUCH HARM

@systematicls Totally agreed 👍

This. Young people go into the hedge fund industry thinking they'll leave rich. Every year, salaries gets compressed, non-competes get longer, you won't make partner at top firms. Alpha decay exists for industries too. You are too late for this game to be anything but a cog.

@orrdavid I’ve noticed that hotels in US have much lower margins vs Asia as a result of higher labor costs, property taxes, and various junk taxes.

This one doesn't even look that bad on the outside? Lots of this kind of thing is worth $0, because the maintenance is higher than the revenue.

@sharma_views Lady is filibustering

🚨 PIERS MORGAN: If Iran’s regime is so weak, why risk a war that could ignite the entire region? CAROLINE SUNSHINE: There is ZERO support for U.S. ground troops in the Middle East. Trump promised NO NEW WARS, now the goals keep changing. BETRAYAL OF HIS OWN BASE.

“Well normally when we’re not at war they would last years” do you see the problem here

This headline makes no sense, if you burn through years of munitions in a few weeks it’s not really years of munitions is it

@cojobrien @maluna_cap Presumably because those companies hired US workers and no longer needed H-1B

85 people have paid the $100,000 H-1B fee so far, totaling $8.5 million in revenue. But fee revenue from H-1B apps abroad is down $28 million. So the fee — justified by a paper claiming the revenue-maximizing fee was >$100,000! — appears to have lost the government $20 million.

@SpecialSitsNews Let me guess, they need more bail outs?

Fertilizer prices up 77% for poor US farmers $CF $MOS, as 1/3 of all fertilizer travels through the Strait of Hormuz