Great movie- didn't know it can be a lesson in supply chain economics
We have a free Substack follow up on $GLASF today. The stock is up 50% from our November report. Positive and negative feedback welcome.
whatarewedoingonthedesk.substack.com
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A solid retort Danny!!
I just posted a retort to @VD718's note from last week on our Substack. Something that Vinnie used to utter on the desk that would annoy @Seawolfcap and myself to no end!!!
whatarewedoingonthedesk.substack.com/p/danny-gets-h…
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Great work Mike-
Brilliant article by @profplum99 - I don’t think this could have been articulated anyway possibly better.
yesigiveafig.com/p/part-1-my-li…
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@EpsilonTheory I still find it curious that this new innovation is backed (allegedly but I will give it the benefit of the doubt) dollar for a dollar against the debt of a country who is highly indebted and can't get its current fiscal house in order. That's perverse
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@zerohedge Need buyers of our debt. SLR next and suspend AOCI marks on US sovereign paper, must guess
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@GAltringham So many greats mentioned but I haven't seen mention this gem
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@drunkbowler857 lol- hate gave me a Spy vs. Spy vibe- hat tip to my boy Wagner for pulling that reference
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@RealJimChanos Sometimes you need to look at the great philosophers to explain away current events- in this case I look towards the under appreciated Newman for counsel
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@AEtnyre1968 @OnTheTapePod @dmoses34 @Seawolfcap @RiskReversal @GuyAdami @FactSet @CMEGroup @iconnections_io Not much changes on our view of silver and gold-
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ECPG and PRAA mgmt after realizing $sofi is worried about delinquency rates in their personal loan portfolio
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1/ The latest premium edition of The End Game is now available to all subscribers at grant-williams.com! Join @fleckcap and me for an outstanding chat with our special guest Steve Eisman!
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@HiddenPivots @Seawolfcap Bit of a former professional Wrestling Fan
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@contrarian8888 With love- fellow holder of BTU stock- hopefully they are getting the message
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Gold hit 1,900!!!- I think we should change Danny’s name to Ace! Sorry you are on the opposite side of Danny’s wrath @RiskReversal. @GuyAdami, @Seawolfcap
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