Bond Jovi
@checks_incAccountant & investor in pursuit of assets that can be converted directly into whiskey and wild times.
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Agreed - a handful of companies are now Super Sovereign. A safer asset than Treasuries and with a higher forward cash flow yield. They are going -much- higher IMO, while US sovereign debt is dumped down to today’s junk bond levels. We are watching gov’t get displaced by industry.
Worst part about getting home from the bar at 5am is Holger Zhaepitz reminding you it’s already Monday in Germany where they’re busy at work losing GDP.
Nothing like browsing thru the replies to see how cooked we are lol
Sad when proxy season wraps up. Our one chance to avenge shitco losses by symbolically voting down comp packages like they were raises for schoolteachers.
'sell your shares in General Dynamics or we'll stop accepting your donations' isn't exactly a high leverage negotiating position
Stumbled into For You section; the frequency and rationales for selecting B are blowing my mind. Had no idea time value was such an arcane magick within the population.
You can only pick one: A = 850 credit score B = $3 million cash C = $8,000 a week for life Which one are you choosing?
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Who to follow
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Cluseau Investments
@blondesnmoney -
Cheng-Wei Chin
@ChengWeiChin1 -
Christopher Bloomstran
@ChrisBloomstran -
Young Ko
@YoungKo83 -
Mike
@NonGaap -
TheNotSoShamelessCloner
@CloneShameless -
PM Insights
@P_M_Insights -
Mr Neutral Man aka "Howard Marks of REITs”
@Mr_Neutral_Man -
Upper 20s St Capital
@Upper20sStCap -
Lone Elm
@loneelmcapital -
Ian Gutterman
@InformedByIan -
Alex Taussig
@stoked_on_waves -
Extend & Pretend Cowboy
@Cashflow_Cowboy -
Tonyforever
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Antíthetos
@AntithetosCptl
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