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577 posts
Dear 1st-time ICSC Vegas attendees,
You’ll hear a lot of “don’ts” from the veterans:
❌Don’t drink
❌Don’t gamble
❌Don’t stay out late
❌Don’t forget to drink water
❌Don’t overbook meetings
❌Don’t wear uncomfortable shoes
My advice:
✅Absolutely send it (responsibly)
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Just heard about a studio in SF’s Richmond district that rented for $2,995.
Which sounds like a lot until you hear that the tenant only pays 12% of their income on rent because they make $25,000 per month.
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MAY 20TH
MARK DOWN YOUR CALENDARS
ABSOLUTELY MASSIVE DAY FOR THE MARKETS. ENORMOUS MOVES WILL BE MADE
ifykyk
you should know tho
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@jimcramer Private credit / equity all fee driven and has been for years. Nobody actually cares or did enough DD on what they’re actually lending too.
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If private credit is so horrendous how was KKR over-subscribed so easily on its $20b fund ($23b raised). Some kind of disconnect here.. Boy are these firms ill-advised in how to tell their story.
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Big news in agency lending: Greystone co-COO Chip Hudson is leaving. Was elevated to the position a year+ ago, after running the agency lending division.
"I'm excited for both my changing season [Biblical deep cut?] and for both you and the future of the firm," his email that went out yest. reads.
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I said it yesterday and I will say it again. HOW are GOLD & SILVER crashing in the face of geopolitical instability. We are living in unprecedented times right now…
The Kobeissi Letter@KobeissiLetter
BREAKING: Spot gold falls below $5,100/oz and silver falls below $78/oz despite rapidly rising global uncertainty. Silver prices are down -$20/oz, or -21%, in 24 hours.
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This could be the most pathetic reporting I have seen. The reporter calls the daycare centers to ask them if they are legitimate. I kid you not. How is this supposed to determine whether fraud is taking place? Are they expecting the centers to say ‘Yes. We are committing fraud.’
Six of seven don’t even answer the phone.
The media has and continues to fail us.
Big Fish@BigFish3000
CNN’s effort to discredit Nick Shirley does not work out so well for them.
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Ranking the Top 10 kickers for the fantasy semifinals 🤝
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1 RT = 2 pro bowl votes‼️
#probowlvote + derwin james
#probowlvote + khalil mack
#probowlvote + jamaree caldwell
#probowlvote + teair tart
#probowlvote + da’shawn hand
#probowlvote + daiyan henley
#probowlvote + tuli tuipulotu
#probowlvote + odafe oweh
#probowlvote + donte jackson
#probowlvote + tarheeb still
Indonesia
@3KComeback T Bills - also SNSXX yields ~3.7% and offers state tax exemption for those of us in high tax states
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@DavidBCollum x.com/kobeissiletter…
This post is probably it
The Kobeissi Letter@KobeissiLetter
OpenAI has literally engrained itself in most of the world's largest technology companies. And, almost all of the money that companies are investing in OpenAI is being used BY OpenAI to purchase products and compute from the investor. What is happening here?
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I posted the following. Many of the answers described the mess we are in. What I was looking for was not explanations why we are tee'd up for catastrophe but what is the proximate trigger—trigger not cause—that released the kraken in the last two weeks.
x.com/DavidBCollum/s…
Dave Collum@DavidBCollum
Are there actually any coherent theories about why the metals are bonkers besides (1) buyers are more aggressive than sellers, or (2) the system is, technically speaking, "all fucked up"? I really am looking for serious and informed answers or some seriously funny shit, not just guesses.
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"My positions have been filled Father, tell them that China has come around."
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Andy Jassy, the current CEO of Amazon, has been with the company for 28 years. In 2003, he played a pivotal role in creating and scaling AWS which is the most valuable part of Amazon. A significant portion of the modern internet is powered by AWS.
Amazon today is worth $2.4 Trillion and is one of the most critical companies to the US and the world. Yet the CEO makes less money than many YouTubers, comedians, podcasters, professional athletes, and actors, that don't manage or guide anything nearly as important or critical to the US or have millions of employees.
We need to stop pretending that the CEO of fortune 10 companies who helped build trillions of dollars worth of values for investors should have their salary compared with the delivery drivers working their way through college. This trope is old, and should be retired.
Josh Hawley@HawleyMO
Amazon’s CEO makes at least $40.1 MILLION a year while the average Amazon worker makes less than $38k a year How is that pro-worker or pro-American? It’s time to put American workers FIRST
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a piece of football history 🐐
like + repost to winnn
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