LeBron's Ex-Hedge Fund Guy

@WaterworldCapi1 Admiral Ackman is next in line, you cannot do this!

@Quant_Morales @GfI_Himmelreich 10 simple.

1 complex megamodel that tries to capture everything? Or 10 simple, robust models combined together? Drop your answer below. I'll share what I found (with data) tomorrow. 🤖 = megamodel 🤖🤖🤖 = multiple simple models

@systvest Gassssss

Yesterday's trades

@UpslopeCapital @TheNarrenschiff So liquor stocks oh wait they go down 5% every month.

@TheNarrenschiff The ones down a lot more than 5% mtd??

Sorry fintwit

@shortbus_ace I’ve been fishing in the wrong pool

is there a law that requires girls with something about Jesus in their instagram bios to be hoes?

@SpecialSitsNews When is hegseth sinking it?

China donates 1 month of rice supply to Cuba so people don’t starve

@NickNemo17 @NoCapitulation I have a specific question. We’ve gotten some guidance about the leverage in their own CLOs. But is the structural leverage of their debt and equity (which I think is quite small) of 3rd party CLOs disclosed?

@NoCapitulation You can’t. That’s why they’re so bad at this

This is really funny…

@LeylaKuni @JohnCoxCap Surely simple “beta” to the asset class would not need to be opaque and (further) levered.

@JohnCoxCap Second comparison to Bogle I've read this week. The first one was from a fund-of-funds that invested in affiliated cash-bleeding JVs and *only* charged a 1% AUM fee, but all sorts of fees on the JV level...

Market: We have some questions Cliffwater: Would you have asked the same questions of Steve Jobs?!

@InnocenceCapit1 @capital_frozen Will they got for that after we killed khameni and blew up a lot of stuff especially considering they are still in control of the strait?

@capital_frozen that would be the least bad outcome. fingers crossed.

Soon, he will make the same deal with Iran as the last administration and call it a win that nobody can believe.

@shortbus_ace @taobanker Bag holder for $SPGI, any advice?

ULTIMATE SOFTWARE BASKET $META $MORN $VEEV $SPGI $ADBE

@negligible_cap These are typically bullet maturity loans so if refinancing gets tight, money won’t be coming back so regularly.

The growth in levels of bad PIK on Private Credit loans is pretty staggering. Bad PIK on PC investments has more than tripled in the last few years. For those who don’t know, Bad PIK effectively means the borrower can’t make the cash interest payment. It’s a lifeline for borrowers to avoid immediate default by adding more debt when cash flow is stressed Chart courtesy of GS:

@stoked_on_waves @valuefiend To short it?

@valuefiend I think theres an M

whats the jones act shipper alexander and baldwin spun off called, again?

@WaterworldCapi1 Not even an IB market, this one will be hawt

@HatfieldCapital Corn nuts and snus your taste is impeccable

Looking at $HRL. Whatever happened to Corn Nuts? Used to love those things

@raqisright @shortbus_ace Yes, you are attractive but probably a little more weight would be healthier.

@shortbus_ace So you think I’m skinny?

this is called mental illness

@WaterworldCapi1 Suggesting you switch to Admiral in case amphibious operations are needed.

@NicholasRainos1 @WaterworldCapi1 I gotta wife and three kids, they put up with me. But the two dogs like me better :)

@lebron_ex @WaterworldCapi1 You could get a dog 🐶

When my follower count drops, is it A. Bots getting booted from the platform or B. People don’t want to hear my sh*t?

@DadInvest Thanxxx! I hope so

@lebron_ex Bots booted.