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Birthright Margin
2.4K posts
Birthright Margin
@BirthrightMargs
The intersection of endowed leverage and pursued edge.
Katılım Ocak 2021
188 Takip Edilen305 Takipçiler
@TheShortBear He’s discussed this at length regarding reducing the balance sheet.
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Love the take by Warsch
Higher rates due to supply linked issues linked to oil was never the right move given its negative impact on consumer spending to begin with…
Add to it a deflationary structural change like AI and softer job market and you had a recipe for disaster.
That said it’s not an excuse to run it hot so I’m curious to see how they balance both sides. x.com/danielisdizzy/…
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Looks oddly familiar…can’t quite place it though…
$ASTS
Jukan@jukan05
LMAO, this came from OpenAI's chip patent. What the hell is this thing? Sama is trying to buy up all our memory
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This is true…. BUT the average price at the pump, per AAA is $4.02. And the Brent crude oil is price is still over $100/barrel and is up over yesterday.
Karoline Leavitt@PressSec
Gas prices: Decrease at the pumps for eighth consecutive day washingtonexaminer.com/news/4536800/g…
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@kingtutcap Turns out the insurance payout is more than the revenue from operational satellites!
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$ASTS: Believe it or not, this is the best stock performance day post-launch since the first launch (BW3) in September 2022.
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@EddieGarcia ISRO lost payloads due to failed stages before and after the BB6 launch.
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$ASTS If you think about it, makes zero sense to be using BO right now when vehicle is unproven, especially for an early rev company where every sat matters. I'd rather sats sit in a warehouse waiting for SpaceX vehicles rather than being a guinea pig for BO. Tell me the odds.
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@TMTLongShort Keep progressive taxes rates, but they’re all negative.
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While I do think UBI/UHI are inevitable as a function of the supply shock that AI will drive I also think that it is important that we approach it as a new problem set from first principles instead of using the off-the-shelf remedies advocated for by lower IQ types like Yang.
We should consider subsidization of wages which incentivize participation instead of mailing checks.
We should consider giving compute stipends and govt-backed loans to incentivize entrepreneurship.
We should consider supply-side subsidies for basic necessities while still incentivizing marginal effort to consume discretionary goods.
So when I say UHI is inevitable just know that what I am not doing is advocating for a society of welfare queens slowly rotting away.
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@EraserheadCap “I don’t know what that is.” Is a scary thing to hear at T~2:10
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Rewatched the @blueorigin launch video and found it interesting that within 4 minutes from launch, someone in mission control said “ya we do not understand the full impact, whether it’s full loss of a functionality or redundancy therein”. Who has ideas on what this means? $ASTS
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@jnconkle @TMTLongShort Who gives a fuck when alpha school exists now
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@TMTLongShort what’s situation on the ground with Miami private schools lol
must be pretty constrained
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Idea for KG: offer a 30% payout bump for PM for the three years following a move to the miami office, 50% bump for that PMs analysts who move with them, a one year transition period where Citadel provides location flexibility, free enrollment in citadel-backed K-12, Citadel pays for moving services, and pushes BD to put similar incentives for all incremental new hires with Citadel offering to buy existing NY/NJ/CT home from new hires at existing market price to ease the transition.
Then citadel subsidizes sellside marketing in miami and starts its own series of quarterly mgmt conferences in partnership with millennium.
Offers to cut garden leave period for miami based PMs as an extra incentive.
Make. It. Work.
We need NY’s stranglehold on finance to die.
Enough is enough.
Shoot the fucking hostage.
John LeFevre@JohnLeFevre
Mamdani declaring war on Ken Griffin proves how obtuse, fanatical, or simply dumb he is. Citadel employs ~5,000 people in NYC. Mean compensation: ~$2M per Median: ~400K per If Griffin takes them to Miami, it would be catastrophic for the New Yorkers Mamdani claims to champion - bars, restaurants, small businesses, support jobs, etc... not to mention philanthropy, secondary/spillover spending, and the obvious tax revenue hit...
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@DustinWalper Tough to say that when the payload wasn’t successfully delivered to orbit.
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Two independent American companies can now do something China’s entire aerospace industry can’t.
Bullish on America.
Jeff Bezos@JeffBezos
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@blueprintsmb22 This was the first time in a while where retail was net sellers and panic selling the bottom. The charts don’t tell the whole story of how slaughtered things were on a valuation basis. Forward expectations have gone parabolic during this time, lots of catching up to do.
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Retail investors who blindly added to stocks 4 weeks ago despite not doing the math of how long it would take for oil supply chain to get back to normal which would imply a $150-200 oil price and no doubt push the global economy into a recession
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If BONG + $ASTS pulls off a perfect mission Friday, it's off to the races for the launch campaign. Reusability and more launch. Time to execute.
GIF
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I know everyone is excited for the $ASTS launch on Friday, but I'm excited for what comes after...another Antonov just landed in Midland today.
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Trump just pulled a Bugs Bunny “duck season” on the IRGC.
zerohedge@zerohedge
*IRAN IRGC SAYS HORMUZ OPEN FOR NON-MILITARY VESSELS: STATE TV
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@blueprintsmb22 @boujee_banker four trades once per quarter (or year) to borrow at 25bps above USTs is worth figuring out
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This post articulates one of the biggest benefits of swapping all my personally guaranteed SBA debt to an interest only pledged asset line (PAL). My PAL rate at 6 pct is lower than the 8.25 on my SBA line but having the flexibility to determine the best use of capital each month is incredibly freeing versus being forced to pay down some of the 8.25 each month.
x.com/realEstateTren…
StripMallGuy@realEstateTrent
The mortgage on our home is interest-only. Why? Because it’s much smarter to invest that principal instead of paying it back to myself every month. Unless you need a forced savings account to protect yourself from yourself, OR You don’t have good investment opportunities, an interest-only mortgage is a no-brainer. It’s actually not even close.
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US will finish the clearing mission it already began this weekend and then only US-friendly ships will sail through the Strait.
Meanwhile, military pressure (see Pakistan troops & jets to Saudi) will amplify the economic pressure.
GMI@Global_Mil_Info
Following the collapse of negotiations with Iran, President Trump announced that the U.S. Navy will impose a blockade on the Strait of Hormuz, warning that military operations will resume at a time of Washington’s choosing. He further stated that U.S. forces will interdict any vessel that has paid a toll to Iran while transiting the strait.
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