JF
@jmf_5
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Sometimes the things we can't change end up changing us.
markets
Joined February 2009
Central banks have now cut rates as much as they did during the GFC. 300+ cuts in the last 2 years.
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Wanna be blown away? Watch Reds (1981). Diane Keatons performance as Louise Bryant during the Russian Revolution is one of the best performances in all of cinema. 3+ hours of epic storytelling you won’t forget. RIP Diane. What an incredible talent. 🙏
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Nice way to end the week. We locked in our 2026 master insurance policy renewal at ~$710/door, down ~$177/door from 2025. $800k in annual savings for our portfolio. We escrowed for an increase, so sitting on some healthy excess reserves. A welcome breather from the
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I keep seeing some version of “still no effect on me from govt being closed” Well, I have two apt deals we are selling that are HUD assumptions. Completely stalled. Guess I’m the only one being affected lol. Also had this happen during Trump 1.0 shutdown. Fun times.
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Always say yes to your kids concert requests. Cale seeing Shawn Mendes at Hollywood Bowl tonight.
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Fun parent moment. My oldest just started his third year playing college hoops. He recently told me in speaking with his old HS coach that his coach told him “you changed our entire program permanently.” Apparently his work ethic stuck around. Players have been showing up
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Just rewatched Annie Hall. Diane Keaton made awkward into an art form. The oversized menswear, the hesitant laugh, that whole “well, la-di-da” energy. She was never trying to be cool, which made her the coolest person in the room. Woody Allen caught something real about
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50x leverage. 2% adverse price move and equity is wiped. If /ng is the widow maker, wtf do you call this? 🤣
We just leveled up. Perpetual futures are no longer capped at 20x — say hello to 50x leverage.
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The insider who opened trades 30 mins before Trumps tarrif announcement closed the trades for $104m+$88m=$192m profits. The @HyperliquidX accounts were opened today.
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Continue to see smart people fall for two common media misdirection tactics. 1. Quote w/o Context - Provides the exact words someone said - Strips away surrounding circumstances, timing, or fuller statement Ask yourself: What was happening when this was said? What came before
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Rewatched The Sting tonight. An absolute masterclass in storytelling. Redford and Newman’s chemistry and Joplin’s ragtime soundtrack is pure cinematic gold from 1973. RIP Robert Redford, a true legend whose brilliance lives on. 🙏
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Thinking about going to church today? Maybe it’s been awhile and you’re unsure. I will simply say this: I’ve never felt worse after attending mass. Never, not even once. Hope everyone has a blessed day. 🙏
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Remember there's no such thing as a small act of kindness. Every act creates a ripple with no logical end. Hope everyone has a great weekend!
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"We are not enemies, but friends. We must not be enemies. Though passion may have strained, it must not break our bonds of affection." - Lincoln I carry a pocket Constitution and Dec of Indep in my bag and also gave one to each of my kids. A tangible reminder of the ideals
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