PE CFO

@JungleRockRes Smash or pass

Paris 🇫🇷

@leadlagreport FEW youtu.be/BQegO1Ofc8w?si…

It annoys me when people say few understand this

@Nick_Palma1010 That’s definitive lol..Have you ever even had a meal w Phil..he’s actually not a bad guy

@Nick_Palma1010 Interesting take..in what way, tournaments, cash games

@JungleRockRes Unagi don smash or pass

@JungleRockRes Smash w lots of sauce

smash 💥 or pass ❌

@VanessaKade Love the black outfit..so my random docs which are near

random selfies from the last bit (new clothes! ✨) posting more regularly on IG @vanessakade

@DanielTNiles Dan, any thoughts on the Japan carry trade, stronger Yen and increasing Japan bond rates? Also private credit, from 8 years ago the concentration in private credit had gotten so much bigger, and in particular DDTL, which typically has 12-18 months of “pro forma” earnings

S&P is not quite oversold using the RSI but arguably one of the most important prices in the world is, 2yr bonds. Their yields at ~3.90% are the north star for Fed funds rates (3.5-3.75%) and have risen over 50 bps (the equivalent to two 25 bps hikes) since late Feb. Jerome Powell statements on Wednesday including "the possibility that our next move might be an increase did come up at the meeting," and "if we don't see progress on inflation, we won't see a rate cut" helped drive this. But a rate hike at the next April meeting seems unlikely given the global risks to growth. Also a new Fed chair should start in mid-May and is more biased towards cuts. As a result, now might be a good time to consider putting some cash to work for those willing to take on more risk and inclined to “buy to the sound of cannons.” Gold related securities which have gone from overbought in late February to now oversold and are historically uncorrelated to the market I believe are a good risk adjusted idea.

@JungleRockRes A7 Wagyu brochettes and white rice for me tonight

smash or pass

@JungleRockRes Pass

@leadlagreport Worst is regime changes

Unpopular opinion: the US historically sucks at winning wars.

Smash or pass…unagi donburi @JungleRockRes

@bp22 Totally agree…it’s amazing how polarizing the world can be..it’s as if there are only two sides to everything these days..it’s not..be it business, politics, etc

What a cynical take. Generally it means you created something of immense value in a relatively short period of time, but those who can't do that, tend to come up with envy click bait.

@VanessaKade If I changed one decision in my life, for me moving to London at 25, where would I be today?

if you could ask for one piece of currently inaccessible knowledge from the Universe and it would tell you the answer, what would you want to know? (looking for meaningful things people are most curious about, not "next week's lotto numbers")

@leadlagreport Everyone has to take a shot for Everytime Japan is mentioned

Going to be on CNBC live tomorrow fuck it

@trader1sz 42 years ago and still an amazing song youtu.be/9BGi8u8BtaA?si…

30 years ago today… The Prodigy unleashed this masterpiece…

Smash yes or no…homemade unagi donburi

It’s depressing watching the news, I only watch BBC which is more impartial than most..time to lift my spirits and watch a totally fucked up movie😂..Right now my first two are A Clockwork Orange and Oldboy (Josh Brolin)..need some recs before closing w Fear and Loathing in LV

@burrrrrberry This series looks amazing youtu.be/_ex29tqvzpw

If you're looking for something hilarious to watch, fire up "Jury Duty" on Amazon Prime. In this show, Ronald thinks he's filming a jury duty documentary. But actually, everyone is an actor. He's the only one who doesn't know.