Ryan

@ZachDaRealtor The taxes, didn’t understand the debt he signed for, and *basically* admitted he didn’t stress the rents or cap rates. Just unbelievable all around.

Variable rate loan, sure. But “property taxes spiked” ?? You’re buying in TX and didn’t estimate for its well known step ups in property taxes? (Lots of commercial building = more taxes for everyone) Who is this guy.. I was on his IG for 5 minutes.. does no one do any due diligence? Should anyone be surprised that a guy who has 500k followers but almost no engagement, that partners with *checks notes* “disrupt equity” lost their clients money? 🤔🥴

The face you see right before you lose your accredited investor status

@convexititties Feels reasonable for sure

@RealRyanHess 0-90 days

I think the May sales will be even larger. We saw Treasury yields scream higher even while oil was range bound. European and Asian countries are seemingly dumping Treasuries for cash and energy. Only two potential paths forward: 1) Trump tucks his tail and suffers a humiliating defeat, or 2) he puts boots on the ground and finishes the job. Either way he’s damned and Dems take Congress in November. And either way treasury yields and oil prices are going way higher, which would almost certainly trigger a recession or even a credit crisis. What a huge blunder this has turned out to be. Pains me to say it because Trump is my guy. Stocks and crypto are going to go so much lower. The only bull case left for them is an Ebola or Hantavirus pandemic that would green light QE. Godspeed.

Kevin Warsh inherits the highest 10-year yield of any incoming Fed chair since Greenspan in 1987.

@JoshYoung Letting the winners run can be so hard mentally

I was tempted to sell this stock after it massively outperformed its peers and the index. But there's potentially more to come. 🦬

I've been working on holding onto my winners for longer and letting them run. This is a glimpse into that process.

@colarion One of my favorites

There's a guy on $ubstack named Shitty Situations with a banger post for anyone in credit; all the ways people lie to you and credit can blow up in your face. Some of my favorites:

@FracSlap Kaes Van’t Hof is my referral. I’ll take my $5,000 via PayPal deposit 😊

I'm looking to hire a Forward Deployed Engineer in Midland. If you have oil and gas experience, know your way around tools like Claude Code and codex and aren't afraid to get into the data -- I want to talk to you. We're sitting on-site with some of the largest energy companies in the world, helping them actually put AI to work. That takes someone who knows the industry and can move fast with our tech. What I'm looking for: - Real oil and gas background - Hands-on with Claude Code or similar AI coding tools -Ability to learn our foundational tech stack - Comfortable with data wrangling and making sense of messy operational data - Forward thinking on where AI is headed in energy DM me if that's you or if you know someone. I will pay you $5,000 if refer the right person.

the Strait looks pretty open to me (ignore the fighter jets overhead)

@Rodney159840520 @TexAgs You don’t like Elko?!?!

@RealRyanHess @TexAgs Same with Elko

FINAL/5: Arizona State 9, No. 15 Texas A&M 1 The Aggies season comes to a close in the College Station Regional and they finish the year with a 38-19 record.

@ericmmatheny Early 2000s >>>

Senior ditch day April 2000. Parents at work. Party at my house. Burgers on the grill. Sublime on the CD player. Man, what a simple and beautiful time…

@abcampbell Weren’t they buying +$20B before the trade disputes started last year?

Warsh has signaled he wants to change the Fed’s preferred inflation gauge. The Fed has used Core PCE, which excludes food and energy, as its benchmark since 2000. Warsh favors Trimmed Mean PCE, which removes the most extreme price movements each month instead of excluding whole categories. The practical difference: Trimmed Mean PCE currently reads 2.36%, well below the 3.20% reading on Core PCE. Depending on which measure the Fed follows, the case for rate cuts looks very different. This is not a minor procedural change. The metric the Fed uses to gauge inflation directly determines when it judges the economy to be at target. If Warsh moves the committee toward Trimmed Mean PCE, he is mathematically moving the Fed closer to a declared victory on inflation, which creates runway for rate cuts even as headline readings stay elevated. You’d think with 400+ Ph.D. economists and 500+ researchers on the payroll, the Fed would run the most sophisticated macro forecasting operation on the planet, leaving Bloomberg and every major hedge fund in the dust. Not even close. When the data doesn’t cooperate, just change the data. Same thing I saw in the Army when time or weather worked against higher leadership, and we would quietly move the goalposts rather than admit the standard couldn’t be met. Can you tell why I didn’t stick around for the full 20 years?

@WadeMichael17 @TrevAlberts @billyliucci

@TrevAlberts @billyliucci Now fire Coach Ford . Please !!!

Massive series win overcoming significant injury challenges. Grateful for the leadership of our seniors!👍

Have they considered cutting out the daily coffee at Starbucks?

@jasonstaff09 @AggieFootball October 9, 2021 kickoff return was called back?

@RealRyanHess @AggieFootball Ultimately the play was blown dead and didn’t count, but on the following possession Bama “fumbled” and we returned it for a Touchdown was louder in my opinion.

Photos you can hear! What's your loudest Kyle Field memory? Drop it below⤵️

@ecommerceshares Nobody knows anything. And I prefer Ackman’s mean reversion strategy over Hohn’s seemingly momo trend following.

@johnpaulp @HailStateLuke Other than Sdao I think it’s plausible to say the others can give you 5-8 outs in terms of pitch count if necessary. Obviously that depends how efficiently each individual guy works. I’ll take his comments on face value based on pitch counts, but we’ll see at 11:00 lol.

@johnpaulp @HailStateLuke Bond threw 46 pitches Thursday. Nobody else threw 40 pitches. Moss & Fresh went 52 & 48 yesterday. Sdao is out at 71 (imo). Darden, Lyons, Cunningham, Bond, Vargas, Freshcorn should all be available for 2 innings.

I thought it was already done but with that win there will 100% be post season baseball in College Station. Gritty win Also if you are a current A&M student with at least JV HS pitching experience please show up at 11 tomorrow you will be needed