Maxximus Faxx

@DCheverere Making fun of gay outfits #TFM

I don’t understand fashion because in what world is this a good outfit? I’m making fun of this guy 10/10 times

@BarstoolYak All time podcast yesterday and this is not sarcastic

You don’t like da pepper???

@HighyieldHarry @dougboneparth Not the dc draino binder pic 😭

Show me high-resolution photos of UFOs and aliens or STFU!!!

@AyyouEm Think crash champs gets added to this soon?

~2 years later and still waiting for an answer on this one. Finthrive. Ivanti/securus. Questsoft Wellpet. EIGI. RSA. Knight Oil/Irongate Perforce. Pretium. Wheel Pros. Alkegan. MRP/Valcour Springs Window. Dodge construction. Hopefully chelsea soon. ....I'll wait.

@HighyieldHarry @tryshortcutai How do you get it to pull in financials from data rooms?

I’ve been playing around with @tryshortcutai to see what I can have AI build for me and the end product is wild. I wanted to stress test Shortcut into building a master excel file for everything I would need for an investment committee. I had it build: 1) A 3-statement model 2) Toggles for multiple cases 3) Charts and tables for IC Memo must haves - revenue by segment, customer concentration, etc. 4) EBITDA Bridge charts 5) A Capital Structure chart You can pretty much have Shortcut model for you while you go and focus on the written parts of the IC Memo. Lmk if you’re interested in learning more, the key here is once you’re a wizard at prompting, the models are incredible.

@TalkinYanks Good!

Yankees have DFA'd Randal Grichuk

@zerohedge Re-tard

"F**k It…Just Do It": Carville Lays Out Democratic Plan To Add States And Pack The Court To Retain Power zerohedge.com/political/fk-i…

@ericjackson 😂😂😂 great observation, Eric. Did you think every private credit loan was a unitranche? So glad you parsed through 10k+ pgs to let us know that a lower middle market regional car wash roll up was funded through the private credit market… MORON!

One company — a car wash chain called Spotless Brands — sits inside seven different BDC funds. Seven fund managers. Seven investor bases. One credit. If Spotless deteriorates, seven funds mark it down on the same day. Most BDC investors have never heard of Spotless Brands. They own it anyway.

I parsed 10,210 holdings from 18 SEC filings. Every BDC. Every borrower. Every PIK loan. Every default. Nobody has built this map before. Here's what I found. 🧵

@PunterJeff “Digital credits” time will come. FSK has been a poorly run BDC for a long time.

Investment Grade Private Credit DOWNGRADED to "Junk" by Moody's. 🤔 Digital Credit chugging along

@dgt10011 As if the last week in rates moves weren’t weird enough?

This is basically the worst thing that could have happened today Mondays going to be weird

@StoolMintzy @DKSportsbook 😭

NCAA Tourney @DKSportsbook BYU (-2.5) UGA (-2.5) St Mary’s (-2.5)

@NickNemo17 That’s not how you calculate leverage for annuity providers, moron. In a world with AI at your finger tips, it’s insane uninformed people like you still exist.

The $35B is Apollo consolidated equity. Athene standalone is ~$13-14B against ~$315B in assets. That's 23x. "It's IG assets" is a credit quality argument. Ok. multiply throughout insurance. The funding side (capital calls x surrenders), is the bear case.

@BoringBiz_ But actually no. Five Guys was out of pocket for how much they charged

Biggest recession indicator

@VivaLaStool @wakeupbarstool @Return_Of_RB @barstoolsports Gotta agree with Bosco on Seth Greenberg. Knew someone who used to do his landscaping, total prick!

👀 @Return_Of_RB is PISSED

@randomrecruiter Why is this @StoolMintzy

Average build of a Corporate Middle Manager

@VivaLaStool @Jerrythekid21 @kbnoswag @stoolgambling @barstoolsports @Return_Of_RB @nickturani @WayneJetskiii @BarstoolYak Someone’s gotta say it - this show is great - the suggestion of male Bravo TV reviews was awful. Keep being great!

.@kbnoswag really opened up today on House Call

@AdamBLiv If they’re “raising” $500mm a day and buying bitcoin, a non yielding asset, the $2.5B in balance sheet cash will eventually not be sufficient to cover an 11.5% dividend.. theres a reason why investors demanded 11.5% when these Perps were initially issued last July..

@MaxxWithFaxx A better question is how HAVE they done it, considering they’ve never missed a dividend payment. There you will find your answer.

5 years ago Saylor and MicroStrategy took $500 million in cash and bought Bitcoin for the first time. Now they’re raising $500 million per day to buy Bitcoin. Imagine five years from now.

@sciencegirl Weak ass technique

Reflex Robotics testing a robot designed to handle real world manual labor like snow shoveling. 📹reflexrobotics

@leadlagreport The only thing that’s certain is that you’ll still be wrong. Can’t claim you were “right all along” for 3+ years.

US strikes Iran. Oil spikes. Oil priced in Yen super spikes. Japan panics. Reverse carry trade begins. WE’RE FUCKED. And I was right all along. The global margin call. The credit event. It was always about Oil. It is here. I’M ABOUT TO GET ANNOYING AS FUCK. 🇯🇵🐦‍🔥