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@fadetheGreek

Katılım Aralık 2016
226 Takip Edilen17 Takipçiler
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Fade@fadetheGreek·
@LarkDavis Hey Lark, just following up here. Have a great Friday!
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Fade@fadetheGreek·
@LarkDavis Fantastisc idea, Lark! Could you be in charge of the transition to 1:1? I envision you telling the small business owners that all their notes are being called and telling the farmers their operating lines of credit are shut off.
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Lark Davis
Lark Davis@LarkDavis·
JPMorgan CEO Jamie Dimon said in a CNBC interview that crypto exchanges offering yields is unfair! Banks want competition... but only on a "level playing field." Cool. Then let's make it fair: Abolish fractional reserves & back deposits 1:1, like stablecoins must under the GENIUS Act. Your move, banks.
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Dirt Cheap Banks
Dirt Cheap Banks@dirtcheapbanks·
When evaluating bank investments, watch for heavy reliance on brokered deposits. Unlike core deposits, they're rate-sensitive, less sticky, and can vanish fast if regulators restrict renewals — triggering a serious liquidity crunch. Red flags to watch: Brokered deposits >20% of total deposits Large maturities concentrated within 12 months Thinning capital ratios Not all deposit bases are created equal.
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Fade@fadetheGreek·
@typesfast this is actually a really important distinction he's making between the threat of getting shot at and the threat of sea mines...
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Ryan Petersen
Ryan Petersen@typesfast·
Guys, relax, the only risk in transiting the Strait of Hormuz is that Iran will shoot a missile at your ship. Otherwise it's open for transit. An all-time quote from our Secretary of War.
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james hawkins
james hawkins@james406·
i just used AI to identify a $100+ million opportunity for Seattle. currently, to get across the water, you have to drive all the way around it, as cars don't float this is extremely inefficient. but if you look closely, bainbridge island and seattle aren't actually all that far apart. and if we were to construct some sort of boat that carried cars, it could make the trip much quicker together with claude code, i planned out this potential route for the boat does anyone have any contacts in the local government?
james hawkins tweet media
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Josh Tejkl
Josh Tejkl@jjtejkl·
Northwest Bank making a major push into the SBA space.
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Fade@fadetheGreek·
@NYCMayor @NYCSanitation “Hey Team, We had record earnings this year and to show our appreciation the board has ordered pizza for the staff. It is in the break room”
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Mayor Zohran Kwame Mamdani
DSNY has been pulling 12-hour shifts since winter storm Fern. I stopped by during shift change today to say thank you. They deserve more than just donuts, so please: Next time you see a @NYCSanitation worker, say thank you. They’ve kept this city moving through the worst of it.
Mayor Zohran Kwame Mamdani tweet media
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Fade@fadetheGreek·
@LoganMohtashami Eh, technically no; but your subsequent logic was correct
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Logan Mohtashami
Logan Mohtashami@LoganMohtashami·
@fadetheGreek "Could this have been on reason bond yields rallied so much on Friday?" This was correct
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Logan Mohtashami
Logan Mohtashami@LoganMohtashami·
Could this have been on reason bond yields rallied so much on Friday?
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Fade@fadetheGreek·
@CigsMake Were you, per chance, at the peak of your house party era between 2007-2011? Because that could also have something to do with it
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Cigarette Nostalgia
Cigarette Nostalgia@CigsMake·
The peak of American house parties was probably 2007–2011. We had texting and Facebook to get everyone there, so plans actually happened. You didn’t need a landline or a 3-day notice to coordinate. But smartphones hadn’t fully taken over yet. Instagram wasn’t documenting every second. There was no TikTok/snapchat, no constant filming, no fear that of acting retarded could destroy your life
Cigarette Nostalgia tweet media
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Fade@fadetheGreek·
this is happening very quickly - but a company's stock price will force them to lay off employees. it can only erode so much, then something must be done. $ZS
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Fade@fadetheGreek·
@klaw1980 @dirtcheapbanks This has been an issue for decades with an essentially no response at the fed level.
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Taylor Chandler
Taylor Chandler@klaw1980·
@dirtcheapbanks What happens when credit unions become taxed? I believe this will happen if this trend continues. This is a hot topic in the community banking world and banks will push congress and regulators to enact it.
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Dirt Cheap Banks
Dirt Cheap Banks@dirtcheapbanks·
I would like to start a credit union and then roll up small banks. The tax exemption is insane and would lead to instant synergies with little operational risk.
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Fade@fadetheGreek·
@commbankerguy the last year of NIM widening is quickly being eroded. The market won’t allow 4% NIMs anymore. Hell, they won’t let us get away with 3%.
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Community Banker Guy
Community Banker Guy@commbankerguy·
A competitor is doing 5.50% on a 5 year term on residential rental loans, running 4% specials for deposit funding. Make it make sense.
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Tucker Carlson
Tucker Carlson@TuckerCarlson·
Greetings from Israel.
Tucker Carlson tweet media
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