ltmleverage @ltmleverage
Born and raised credit without the cliche value bent, tell me more about ur spread per turn of ltm lvg, longtime player haters ball attendee Joined August 2020-
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Any of my podbros know if you can trade quarterly prints on builders? Feel like there’s enough dislocation right now it’s not just group go up or down game
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Evergreen question to ask the friend who’s telling you how cheap their energy shtcos are
The absolute trade deals don’t matter when the uncertainty will permeate. Still bullish
I am muting all Canadian politics. Nobody cares about ur lil socialist state that pretends it’s a country. You seem upset about your newest governor… nobody cares
Continue to think unh/cvs/hum are the easiest trades in this mkt even if unh sht the bed today
Tell me why levered etfs are worse than running retail pa leverage on equivalent exposure
Feeling extremely uninspired in the opportunity set in credit right now, at some point we all know it’ll end but can last for a long time
If you think bank investing involved looking at htm vs fv marks
If you think the middle eastern conflicts are going to matter for the market
Deposit outflow did and we all know who caused that
Deposit outflow did and we all know who caused that https://t.co/ip13CtNGXl
The word moat is way overused in the industry. If one is to make the claim one must back it with at the least half decent roic, rotce. High margins or market share DO NOT demonstrate a moat.
The word moat is way overused in the industry. If one is to make the claim one must back it with at the least half decent roic, rotce. High margins or market share DO NOT demonstrate a moat.
You know what the ice lobby didn’t count on? Those of us born and raised diluting our beverages with ice turning on them. They thought we’d be forever consuming cold sips due to their mischaracterization of how cold a drink needs to be! They thought they could freeze our mind
You know what the ice lobby didn’t count on? Those of us born and raised diluting our beverages with ice turning on them. They thought we’d be forever consuming cold sips due to their mischaracterization of how cold a drink needs to be! They thought they could freeze our mind
Me when the new cio asks about a distressed situation on the trade tracker
Me when the new cio asks about a distressed situation on the trade tracker
ltmleverage retweeted
@KelvinHerrera28 not been involved in 4 years.
My toxic trait is I look at etf holdings before I buy one and decide I don’t want to own the etf cause they own too much of xyz stock and end up in rty shtcos instead
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