Stinson Dean 🌲🪓

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Stinson Dean 🌲🪓

Stinson Dean 🌲🪓

@LumberTrading

Lumber trader turned truss manufacturer. Avid Fly fisherman and Chiefs fan.

Colorado, USA Katılım Haziran 2014
1.1K Takip Edilen19.7K Takipçiler
Stinson Dean 🌲🪓
Stinson Dean 🌲🪓@LumberTrading·
@patefortworth @seandsweeney Seems like he is explaining a call spread; buying 5% cap, selling 6% cap or something (to put it simply). Reduced the cost of the 5% cap but gave up extreme upside protection as a trade off. Whoops! Devlopers shouldn't be traders. Just buy the fixed rate !
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Chris Pate
Chris Pate@patefortworth·
@seandsweeney Yeah he explained more (pic below) in a subsequent comment. 😳
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Sean Sweeney
Sean Sweeney@seandsweeney·
My $0.02 on the GP bashing right now. Every GP in the game is going to have a tough deal or two or three over the course of a long career. Almost inevitable because this is investing. There are no guarantees. But being non-communicative, and worst dishonest, is what riles people up. I have a deal under water right now. Those LPs have been reminded of that every quarter for the past two years. We might have to do a capital call eventually. Not sure yet. I personally don’t think you can bash GPs for a bad deal or two because it happens, but if you hide it or lie about it to your LPs you should be kicked out of the game.
Robbie Hendricks@robbiehendricks

I’d like to give Brandon Turner sincere credit for this post on IG. He fully owned up to the loss of LP capital publicly. Explained his responsibility, which is the most important, along with the market factors the affected the downfall of this deal. This is exactly how a sponsor should transparently communicate when something like this happens. It doesn’t make the loss of capital easier, but I have true respect for people that take ownership. The guru class has butchered the handling of their errors over the past 5 years. Brandon is the first one I’ve seen to step forward and address it. Credit where credit is due. Bravo.

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Aaron Rupar
Aaron Rupar@atrupar·
Tillis: "To call Paxton 'ethically challenged' is to call Jeffrey Dahmer suffering from an eating disorder. He's gonna be an anchor on our caucus"
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Adam Schefter
Adam Schefter@AdamSchefter·
NFL agent Sean Stellato, who played Division I football and basketball at Marist College and later played professional arena football, is trying out this weekend in Copenhagen for the Italian Men’s National Flag Football Team this weekend. Stellato is aiming to make Italy’s roster for the 2026 World Games in August.
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Polymarket
Polymarket@Polymarket·
JUST IN: The Enhanced Games are set to debut this weekend in Las Vegas, with athletes allowed to use steroids, testosterone, HGH, & other banned substances.
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zach
zach@zrkc_·
I remember playing Bryce Harper in Atlanta. I was 18 and he was 16. His dad was soft tossing kidney beans and he was hitting them with a skinny bat before the game. He went 0-4 that day, but it obviously worked and no matter if you spend $11 on a lb of kidney beans and a broom stick or $1,100 a month on your son he is still not going to be a Bryce Harper so I’d try to budget closer to the $11.
Lenore Skenazy@FreeRangeKids

Sandlot it ain't. Youth sports now $40 B industry: "Teenagers on travel teams are rolling into weekend tournaments wearing a few thousand dollars of apparel, equipment & swag. Avg family spending on baseball increased nearly 70% between 2019 and 2024." wsj.com/business/retai…

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Clint Fiore 🦬 DM for Biz Deals
Me yesterday watching/filming my little man up to bat - one of the smallest and youngest kids on the team - tie ballgame - last game of little league playoffs - 2 outs - bases loaded - doubles to right center - 3 runs score - advances on a past ball next batter - steals home - they win 10,000,000X better experience as a dad watching your son play in big little moments than attending any pro sports game
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Simon Ree
Simon Ree@simon_ree·
“What’s the stupidest thing you’ve ever done in your investing career?” “Oh, back in 2026 I got concerned about the closure of the Strait of Hormuz and the loss of 12mbbl/day of oil”
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Jack McClendon
Jack McClendon@Jack_McClendon·
@LumberTrading Lol what kind of tweets? “Mississippi threatens to OBLITERATE Louisiana’s Loblolly pines if Lane Kiffin leaves for LSU”
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Craig Fuller 🛩🚛🚂⚓️
Truckload spot rates hit an all-time high, topping the COVID peak. Today's rate is $3.69/mile. We expect truckload rates to rally through the rest of the summer. How soon until $4/mile?
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Stinson Dean 🌲🪓
Stinson Dean 🌲🪓@LumberTrading·
Pro tip: buy used boots so the 3 times you're on a jobsite you look the part.
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