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Private Credit
3.3K posts
Private Credit
@fincapmacro
“Markets can remain irrational a lot longer than you can remain solvent”
Boston / Montana Katılım Ocak 2021
680 Takip Edilen328 Takipçiler
Wow!!! My family of 7 was supposed to fly on Spirit to Miami for $597.48 total. The @AmericanAir rescue fares are almost 10x that!!! @SecDuffy how is the average American family supposed to travel?#pricegouging
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@StockSavvyShay @fiscal_ai One reason the stock is gong nowhere...Diluted average shares +44% in the last 3 years.
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$SOFI took 11 years to reach its first 4M members and just added another 4M in the past year alone.
That shows how quickly the platform is scaling as banking, investing and digital assets converge under one app.
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@CAgovernor @Cal_LCI You are a fucking fraud, you plastic Ken doll.
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We're announcing the opening of over 180 new affordable homes for families in the LA area and the start of 85 new upcoming units in San Francisco.
Through our Cap-and-Invest program, we're reducing harmful emissions and helping more Californians afford a place to call home.
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Trump’s net worth has nearly tripled in his second term, reaching $6.5 billion.
His administration is the most brazenly self-enriching in American history.
My @Morning_Joe Chart.
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@RoKhanna As someone who taught economics at Stanford, you are an embarrassment! Markets are rational. You are not.
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I co-introduced historic legislation to increase the minimum wage to $25.
As someone who taught economics at Stanford, here is why it makes sense.
The real minimum wage was $14 in 1968.
Today it is half, but productivity has increased 2.5x.
Instead of extractive capitalism, we need a free enterprise system that pays workers what they are worth.
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@BasedMikeLee @AnnCoulter If you didn’t know before, you sure know now…that is one dumb woman.
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@ggreenwald Yeah, Glenn, cuz there's no difference between boys and girls.
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That politicians should speak one way to male reporters, but a different, softer, more gentle way with lady reporters -- because only men can handle it -- is sexism masquerading as feminism.
I'm sure some female journalists applaud this special protection but many do not.
Jennifer Siebel Newsom@JenSiebelNewsom
My family and I watched the 60 Minutes interview with Donald Trump and Norah O’Donnell last night, and we were shocked. Seeing a president speak to a woman journalist with that level of contempt — and a clear allergy to facts — is disturbing, though at this point not unexpected given his pattern of behavior. But that is the problem. Because when that level of disrespect from the highest office in the country repeats itself, it starts to trickle down into our culture and define what power looks like, shaping how boys and plenty of men see women and girls and what they come to accept as normal behavior.
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What I thought was disturbing - although entirely expected at this point - is how O'Donnell was spouting nonsense typical of a total hack with little regard for anything meaningful, just out to get the President. She has no self-respect or professionalism and is a mere bootlicker for the Democrats.
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My family and I watched the 60 Minutes interview with Donald Trump and Norah O’Donnell last night, and we were shocked. Seeing a president speak to a woman journalist with that level of contempt — and a clear allergy to facts — is disturbing, though at this point not unexpected given his pattern of behavior.
But that is the problem. Because when that level of disrespect from the highest office in the country repeats itself, it starts to trickle down into our culture and define what power looks like, shaping how boys and plenty of men see women and girls and what they come to accept as normal behavior.
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@bennyjohnson Just who in the world would vote for that absolute lunatic from Connecticut??
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Lee Zeldin TRIGGERS Democrat Rep. Rosa DeLauro By Exposing Her For Not Knowing Basic Supreme Court Cases
DeLauro: "You're here because you need money from us! So HALT for the second! And wait for the questions and ANSWER the questions!"
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@jason_kint Brilliant?! You have got to be kidding me. She is nothing but a puerile hack for the Democrats; utterly lacking in professionalism or self-respect.
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Incredible. 60 Minutes gets fast POTUS sit-down for its huge mass audience (~10mil viewers). I'm not sure any other platform could make this happen. And the brilliant Norah O'Donnell underscores the independent and plural press with this direct question.
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@anneapplebaum how the hell is it our responsibility to stop the Zambians from f'ing each other up the ass???
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Trump and Elon Musk destroyed most of the global H.I.V. program that saved hundreds of thousands of lives in Zambia.
Now the US is threatening to cut remaining support, unless Zambia gives access to the country’s mineral resources.
nytimes.com/2026/04/25/hea…
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@KeithOlbermann Olbermann, you are such a bitch. Fetterman is the only rational Democrat.
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This asshole is now an active MAGA plant within the Democratic Party. EXPEL HIM TODAY (and if you are related to him, he is in crisis - get him committed)
U.S. Senator John Fetterman@SenFettermanPA
We were there front and center. That venue wasn’t built to accommodate an event with the line of succession for the U.S. government. After witnessing last night, drop the TDS and build the White House ballroom for events exactly like these.
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@RepJohnLarson @RepRaskin Larson, WTF were you when Biden was president??
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The 25th Amendment was put in place to remove a president who is no longer fit to serve. Donald Trump's behavior has become more erratic and unhinged.
I’m proud to support @RepRaskin’s bill creating a panel of medical experts to determine the President's fitness for office.
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@ChrisMurphyCT Murphy, you are a scumbag. All that diplomatic experience in the Biden administration and look at Ukraine, you imbecile!
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Here they are: our two top Iran negotiators.
No diplomatic experience. In way over their head. Both with massive financial conflicts of interest, their fortunes tied to the Middle East dictators that make them rich.
What a distaster.
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@SenWarren Whenever I see this in someone's bio I know I'm dealing with a lunatic...She/her/hers.
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Donald Trump’s attacks on Social Security have made it harder for Americans to get their benefits.
We launched our Social Security War Room a year ago to fight back and stop Trump's damage — and that’s exactly what we’ve done.
I'll keep fighting to protect Social Security.
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From Grok:
In short, the 1973-style disruption would still cause price volatility and economic pressure today, but the percentage impact is roughly halved, and the global system is far more capable of absorbing or offsetting it through diversified production and infrastructure. Prices would likely spike, but a full repeat of the 1970s-style crisis is less probable absent a much larger or prolonged outage.
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The Arab oil embargo of 1973 was basically the stagflation starter pack.
- Oil did a 4×
- US GDP rolled over ~2.5%
- stock market crashed ~fifty percent
- Inflation went from ~7% to ~12%
That was "just" 600 million barrels missing from global supply
Now look at Hormuz: even in the fairy‑tale scenario where the Strait reopens today and no infrastructure is damaged, rerouting alone takes months.
Storage has to be drawn down, tankers repositioned, and only then can production really ramp back up. By the time barrels actually flow normally again, we’re looking at a cumulative loss in the ballpark of 2 billion barrels.
That’s more than 3× the 1973-74 supply hit.
If 600 mb gave us stagflation, what do you think 2 billion barrels will give us?
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@fiscal_ai This is less a knock on $AMD and more a reflection of how cheap $NVDA looks to me here.
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Wild to see $AMD now trading at nearly twice the earnings multiple of $NVDA:
AMD
• 45x earnings with a 0.7 PEG
• 3-year revenue CAGR of 36% with 35% operating margins
Nvidia
• 25x earnings with a 0.4 PEG
• 3-year revenue CAGR of 40% with 65% operating margins
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