Henry Ditmore

114 posts

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Henry Ditmore

Henry Ditmore

@HenryTDitmore

Bo’s Dad

Seaside, CA Katılım Ocak 2021
446 Takip Edilen62 Takipçiler
Dirt Cheap Banks
Dirt Cheap Banks@dirtcheapbanks·
Woke up with 23,000 new followers overnight. Kind of crazy. For people new here I write about and invest in dirt cheap banks. I think banks are the last bastion of cheap value in an overvalued market. I have a newsletter and I also built a website that lets individuals find cheap banks. The newsletter is my analysis on banks. The website has a screener and pulls data from every public and private banks in existence. Feel free to reach out with questions but welcome to the world of cheap banks.
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Ted
Ted@tlschwerz·
You should never get to challenge again after this. Mick Abel gets his 8th punchout.
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Patrick Reusse
Patrick Reusse@Patrick_Reusse·
I hope Audra has a chance to do more dugout interviews with Mick Abel. That young man’s as much fun as a speeding ticket.
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The Twins Almanac
The Twins Almanac@TwinsAlmanac·
Somebody show this to Glen Perkins 🤣
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Henry Ditmore
Henry Ditmore@HenryTDitmore·
@tlschwerz Yeah he just gave up a 3 run HR of course he’s not thrilled 🤣 doesn’t seem too shook
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Ted
Ted@tlschwerz·
Max Scherzer was not thrilled.
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MyLittLeBloggie
MyLittLeBloggie@MyLittLeBLOGgie·
The Twins are only a game under .500 and have some talented young players and more in the pipeline. But that's not good enough for some of the worst fans in baseball
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Henry Ditmore
Henry Ditmore@HenryTDitmore·
@TalkinTwins “Owner & self appointed president” 🤣🤣🤣 Supreme leader Tom
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Talkin' Twins
Talkin' Twins@TalkinTwins·
The #MNTwins want you to believe what they say, not what they do. "Didn’t have time" is a convenient excuse, but Tom Pohlad's actions say otherwise. They already lowballed free agents like Framber Valdez & Zack Littell under his watch. Nothing has changed. Fans are fed up.
Talkin' Twins tweet media
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Henry Ditmore
Henry Ditmore@HenryTDitmore·
@BigMikeCPA Ludicrous amount of optimism for a team that was gutted less than a year ago by the Pohlad clown show 🤡 but I love the optimism - win twins !
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Logan Weaver
Logan Weaver@LogWeaver·
Ray Dalio just released 500 years of data showing exactly how empires collapse. His conclusion? America is in Stage 6 of 9. The dangerous stage. Here's what his math actually says about where we're headed: Dalio studied every major empire collapse since 1500. Dutch. British. American. The pattern repeats with machine-like precision every 50-100 years. Not because of politics or ideology. Because of math. The "Big Debt Cycle" has nine stages. We're currently in Stage 6. The dangerous one. Here's how it works: Stages 1-4: The Rise Countries borrow to build infrastructure. Debt is productive. GDP grows faster than debt service costs. Everything feels sustainable. This was the U.S. from 1945-2000. Low debt-to-GDP. Strong productivity growth. Borrowing made sense. Stage 5: The Top Debt service hits 15-20% of GDP. Interest costs start crowding out productive spending. But everyone's too comfortable to notice. Markets boom. Wealth gaps explode. The U.S. crossed this threshold around 2008. Stage 6: The Crisis This is where we are now. Federal debt exceeds 120% of GDP. Two choices: Let interest rates rise and crash the economy. Or print money and create inflation. Both destroy wealth. Just differently. In the 1930s, we chose deflation. In 2008, we chose money printing. In 2026, we're doing both at the same time. Stages 7-9: The Reset Either massive restructuring through negotiation. Or war. History shows wars resolve 90% of these cycles. Not because humans are violent. Because debts become mathematically impossible to service. Dalio's data is clear: When internal inequality peaks AND external rivals emerge, conflicts become inevitable. The U.S. has both right now. Wealth inequality hasn't been this high since 1929. China's GDP grew 6-8% annually while we borrowed to maintain consumption. Dalio's advice for Stage 6 is simple: Sell debt. Buy gold. Not because gold produces anything. Because governments print money to escape debt traps. Gold has risen 3x since 2020. Exactly as the model predicted. But here's what actually matters for regular investors: You can't stop the Big Cycle. But you can position for it. Dalio's framework identifies five big forces that drive every transition: 1. Productivity growth 2. Debt cycles 3. Money supply 4. Wealth gaps 5. Geopolitical power shifts When all five align in the same direction, the cycle turns. Right now, all five are pointing toward Stage 7. Productivity growth is slowing. Debt service costs are rising faster than GDP. Money supply expanded 40% since 2020. Wealth concentration is at century highs. China is building parallel financial infrastructure. The math doesn't lie. So what does positioning actually look like? Dalio's research across 500 years shows three consistent patterns: Pattern 1: Fiat currencies lose value during Stage 6-7 transitions Every time. No exceptions. Governments print to escape debt traps. The dollar, pound, and euro all follow the same path. This is why gold and hard assets outperform during these periods. Pattern 2: Geographic diversification matters more than asset class diversification When one empire declines, another rises. Dutch to British. British to American. The cycle doesn't end. It relocates. Portfolios concentrated in declining empires get crushed. Pattern 3: Volatility spikes 3-5x during Stage 6 The 1930s saw 50%+ market swings. The 1970s stagflation created wild inflation volatility. 2008-2009 saw daily 5% moves. Stage 6 isn't calm. It's chaos punctuated by brief stability. Here's the data that should terrify you: U.S. debt-to-GDP: 120% (highest since WWII) Annual interest costs: approaching $1 trillion China's GDP growth: 6-8% while U.S. averages 2-3% Time between 1929 inequality peak and crash: 8 months Time since current inequality peak: We're in it now
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Henry Ditmore
Henry Ditmore@HenryTDitmore·
@Hoopss Can confirm that no man actually wants to be getting himself and the family dressed up in monkey clothes for some event
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Hoops
Hoops@Hoopss·
This is all men want btw
Hoops tweet mediaHoops tweet mediaHoops tweet mediaHoops tweet media
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Bull Run
Bull Run@run_bull_·
Imagine a year from now: Wolves: Ant & Giannis Wild: Kap & Hughes Vikes: Jett’s & Burrow Feedin families
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Died Suddenly
Died Suddenly@DiedSuddenly_·
HUGE: President Trump is going to appoint Tucker Carlson to the Gaza Peace Council. Tucker has been a just advocate for an end to the brutality and genocide in Palestine. This is a huge victory for peace.
Died Suddenly tweet media
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Thomas Massie
Thomas Massie@RepThomasMassie·
If this action were constitutionally sound, the Attorney General wouldn’t be tweeting that they’ve arrested the President of a sovereign country and his wife for possessing guns in violation of a 1934 U.S. firearm law.
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Jason Harmon
Jason Harmon@JasonHarmonNFL·
Wake up babe, Jonathan James McCarthy plays football today.
Jason Harmon tweet media
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Jeff
Jeff@MNTwinsZealot·
Target Field once rocked…
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