@antoinewalkercap.bsky.social
Long for the FinTwit of old. Used to run the FinTwit Player Hater of the Year Award.
makes sense given how reliable the collateral is
11.10.2025 03:21 — 👍 1 🔁 0 💬 0 📌 0Good lord
11.10.2025 02:33 — 👍 1 🔁 0 💬 1 📌 0So they were getting 90+% margin?
11.10.2025 02:03 — 👍 3 🔁 0 💬 1 📌 0Mortgage costs have increased significantly, home prices keep going up. Incomes have increased, but this does not feel like an equation destined for continued equilibrium.
The scenario in which mortgage costs significantly decline is not a scenario you want to see play out.
It was from 1981 to today. Next 45 years?
10.10.2025 22:04 — 👍 1 🔁 0 💬 1 📌 0The ”renting is just giving someone else money, why shouldn’t i benefit from that asset“ was a common refrain in 2006
10.10.2025 21:54 — 👍 3 🔁 0 💬 2 📌 0Things move in decades
As I know you know, stocks used to yield more than bonds because they’re - what? - riskier
But the growth opportunity!
I think Ray Dalio is a complete bullshit artist, but he speaks in decade-long cycles that resonates.
We forgot about WWII and the atrocities of Hitler.
We forgot that you should demand returns from your investments independent of the price rising.
Duck duck goose market
Take that Chuck Prince!
What the fuck does Jupiterian mean? An octogenarian from another planet?
10.10.2025 19:09 — 👍 0 🔁 0 💬 0 📌 0I can’t imagine the wealth effect has EVER been more important.
Stocks
Houses
Crypto
All providing illusory confidence.
Gandhi was well known for his claims to burn Europe to the ground if he didn’t win, and yet the committee stayed strong.
10.10.2025 03:41 — 👍 4 🔁 0 💬 1 📌 0Tough night all around for the 215
10.10.2025 03:11 — 👍 0 🔁 0 💬 0 📌 0Cathie is such an enigma
08.10.2025 23:17 — 👍 2 🔁 0 💬 0 📌 0
Donald Trump Truth Social Post: Chicago Mayor should be in jail for failing to protect Ice Officers! Governor Pritzker also.
I will not back down.
Trump is now calling for the arrest of elected representatives checking his power.
What else is left on the path to full-blown authoritarianism?
Should’ve awarded the Nobel to these stocks instead
07.10.2025 13:48 — 👍 2 🔁 0 💬 0 📌 0I’m ashamed to admit I’ve watched so many old Norm interviews I immediately recognized a quisling when I saw one.
07.10.2025 03:16 — 👍 0 🔁 0 💬 1 📌 0
They ran out of the standard issue Model Y
05.10.2025 18:13 — 👍 2 🔁 0 💬 0 📌 0If it goes up, it’s not gambling.
03.10.2025 20:52 — 👍 3 🔁 0 💬 1 📌 0You want to do regressions or make money?
03.10.2025 18:16 — 👍 3 🔁 0 💬 1 📌 0Good point. Designed to further enrage and push folks out on their respective spectrums.
03.10.2025 15:32 — 👍 2 🔁 0 💬 1 📌 0These are ultimately just more refined message boards.
But meta and the infinity logo. Changing the world.
It’s nice to see the spirit of Twitter is alive and well here. He had quite the meltdown a couple weeks ago.
03.10.2025 14:45 — 👍 4 🔁 0 💬 0 📌 0Sorry don’t understand
02.10.2025 15:14 — 👍 0 🔁 0 💬 1 📌 0They had a good run at 100x pe for 30 years
02.10.2025 15:14 — 👍 4 🔁 0 💬 1 📌 0Thinking about demand v supply. Think this makes sense for resi, not sure about comm
02.10.2025 15:10 — 👍 0 🔁 0 💬 1 📌 0The hopeful outcome in situations like this isn’t that people lose their jobs, it’s that scans become cheaper and more people get to live to 99 like Munger
02.10.2025 14:58 — 👍 2 🔁 0 💬 1 📌 0
