gerg tarkington (RB1) 🚀

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gerg tarkington (RB1) 🚀

gerg tarkington (RB1) 🚀

@toffeejawnguy

2nd place in a hotdog eating contest one time. Evertonian. Here for the wire chatter

Katılım Kasım 2019
353 Takip Edilen180 Takipçiler
Pug Champ
Pug Champ@DaOnlyNugsFan·
If you don’t answer Tom Brady (or an all time QB I will accept a few others I guess) then you really really don’t understand football
Paul Pabst@PaulPabst

If you had the #1 pick in an all-time NFL Draft. The player you would pick to start your franchise, knowing what you know about his playing career....go! (I'm going with Reggie White. I get a first-team All Pro D-linemen for 15 seasons. No drop off.)

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Jasmine 🌌🔭
Jasmine 🌌🔭@astro_jaz·
i’m curious if anyone actually liked this movie
Jasmine 🌌🔭 tweet media
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Jared Carrabis
Jared Carrabis@Jared_Carrabis·
We have a Garrett Crochet problem. Which means we have a 2026 Boston Red Sox problem. I don’t care how early it is in the season. Morale could not possibly be worse.
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gerg tarkington (RB1) 🚀
gerg tarkington (RB1) 🚀@toffeejawnguy·
Work trips are cool because everything is free until your boss buys you and him tickets to a triple A baseball game, makes you drop 150 on the over with him and u take a fat L
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Tactically Matt
Tactically Matt@TacticallyMatt·
If you're finding football boring these days, you should be watching Atletico vs Barcelona. Ridiculously entertaining first half.
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The Everton End
The Everton End@TheEvertonEnd·
Think he waits for a big job, but if given the chance, would you part way with Moyes in the summer to make this happen?
David Ornstein@David_Ornstein

🚨 EXCLUSIVE: Andoni Iraola to leave Bournemouth when contract ends this summer. #AFCB did everything to keep head coach but 43yo chose to go + successor process under way - Kieran McKenna high among options. W/ @MarioCortegana @Dan_Sheldon_ @TheAthleticFC nytimes.com/athletic/60910…

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Benj
Benj@Benjwinst·
Tyrique George showing signs of a profile we haven’t seen for a long time. Direct, pacey winger looking to take on his fullback. I like the look of him. Hopefully more minutes in the run in 🔵
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gerg tarkington (RB1) 🚀
gerg tarkington (RB1) 🚀@toffeejawnguy·
@ScottKacsmar Well she’s a journalist and journalistic integrity matters… this has no effect on his job specifically but its a big no-no for her… on his side to your point its personal matters but if she is reporting on the NFL and having an affair with a coach that isn’t insignificant
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Arkansas Capital
Arkansas Capital@ProudArkansan·
@ACapitalLP What I’m curious about is if they are providing PC to any firms they own within their GP staking arm
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A Capital
A Capital@ACapitalLP·
What is $OWL worth even if you assume the long-term growth algorithm for the private credit business is impaired (resulting in a lower FRE multiple)? Smart money says 🍩
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Stats
Stats@redsoxstats·
That's two in a row. We win one on Friday, that's called a winning streak. It has happened before.
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gerg tarkington (RB1) 🚀
gerg tarkington (RB1) 🚀@toffeejawnguy·
So sick when u meet a chick at the bar and wake up next to her in the morning and she has headphones in because your snoring was so fucked up 💪🏻
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gerg tarkington (RB1) 🚀
gerg tarkington (RB1) 🚀@toffeejawnguy·
@gnoble79 Haha this post is great. Not only is this dude stupid as fuck but he’s also straight up lying. I love america
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George Noble
George Noble@gnoble79·
This is one of the most shameless displays of financial gaslighting I've seen in 45 YEARS. This week Blue Owl Capital disclosed that investors demanded 41% of their money back from one fund and 22% from another. $5.4 BILLION in total redemption requests in a single quarter. Blue Owl's response? They capped withdrawals at 5%. Meaning if you had $1 million in Blue Owl's tech fund, you asked for $410,000 back, and they gave you $50,000. Then they put out a LinkedIn post blaming "heightened negative sentiment" and insisting their fund performance is "robust." That's like a restaurant blaming Yelp reviews while the kitchen is on fire. Here's what they don't want you to focus on: 70% of Blue Owl's lending book is concentrated in software companies. They admitted this on their own earnings call. These are the exact businesses most at risk of being disrupted or destroyed by AI. And when the Wall Street Journal investigated further, they found Blue Owl's flagship fund reported 11.6% software exposure in public filings. The Journal's own analysis found it was actually closer to 21%. That's not just a rounding error... The timeline tells you everything: In February, Blue Owl sold $1.4 billion in loans to meet redemptions. They claimed 99.7 cents on the dollar. Sounds great right? Except one of the buyers was Kuvare - an insurance company whose asset management arm Blue Owl ACQUIRED for $750 million in 2024. Blue Owl manages their money. They sold assets to a company they control and called it an arm's length transaction. Barclays downgraded the stock. Shareholders filed a lawsuit. Congress is now demanding disclosures on sales practices, leverage, and risk management. The stock hit a record low of $7.95 - down over 60% from its 52 week high. And through all of this, Blue Owl's CEO went on the earnings call and said: "We don't have red flags. We don't have yellow flags. We actually have largely green flags." $5.4 billion in redemption requests. 60% stock decline. Gated exits. Congressional scrutiny. All green flags, apparently. I've been warning about private credit for months. The sales pitch was always the same: equity-like returns with bond-like stability. No volatility. No correlation to public markets. Safe. Predictable. Except when investors actually want their money, they discover the exits are bolted shut. You can't eliminate volatility. You can only HIDE it. And that's exactly what Blue Owl has been doing - hiding risk behind opaque valuations, related-party transactions, and withdrawal gates. This isn't "negative sentiment." This is what happens when the tide goes out. Are you listening?
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