imbellish.bsky.social
@imbellish.bsky.social
That’s at your own peril
October 20, 2025 at 2:51 AM
That’s at your own peril
*fraud not friend
Ex Goldman buddy of mine has puts for April
Ex Goldman buddy of mine has puts for April
October 17, 2025 at 1:42 AM
*fraud not friend
Ex Goldman buddy of mine has puts for April
Ex Goldman buddy of mine has puts for April
Real estate friend angle would take some time to play out - Jack Farley has a good lead on it x.com/jackfarley96...
Jack Farley on X: "Gerald Mancil, one of the real estate borrowers accused of loan fraud (the reason bank stocks were down 3.6% today, $WAL $ZION), did a podcast 3 months ago https://t.co/xNnisxeLgn" / X
Gerald Mancil, one of the real estate borrowers accused of loan fraud (the reason bank stocks were down 3.6% today, $WAL $ZION), did a podcast 3 months ago https://t.co/xNnisxeLgn
x.com
October 17, 2025 at 1:40 AM
Real estate friend angle would take some time to play out - Jack Farley has a good lead on it x.com/jackfarley96...
I’ve been flipping puts on this this week and am holding October monthly runners into the weekend. Commercial lending is like 20% of their loan book from what I recall and they do crypto payments (silent run risk after the shitcoinacolypse). I don’t think it’s a z: unless a ton is out.
October 17, 2025 at 1:37 AM
I’ve been flipping puts on this this week and am holding October monthly runners into the weekend. Commercial lending is like 20% of their loan book from what I recall and they do crypto payments (silent run risk after the shitcoinacolypse). I don’t think it’s a z: unless a ton is out.
Is he a fade of yours?
October 17, 2025 at 12:22 AM
Is he a fade of yours?
Couldn’t one wrap it with selling 1 month covered puts at mNAV and using that premium to long IBIT shitputs. Not sure if he’s long spot or /mint as the “hedge”
October 16, 2025 at 3:41 PM
Couldn’t one wrap it with selling 1 month covered puts at mNAV and using that premium to long IBIT shitputs. Not sure if he’s long spot or /mint as the “hedge”
Dumb tv plus chromecast for the win. Couldn’t catch me dead using a “smart” one
October 16, 2025 at 1:54 PM
Dumb tv plus chromecast for the win. Couldn’t catch me dead using a “smart” one
WSB’s first collective play was JNUG calls
October 15, 2025 at 4:59 PM
WSB’s first collective play was JNUG calls
Here’s some AI slop about it x.com/blue_eyes353...
blue_eyes3532 on X: "Ok, the panic was fun but lets be serious about $FNMA $FMCC now. Why Highlight the Risk Section Now? Easy. Public companies file 10-K annual reports with the SEC, and the Item 1A: Risk Factors section is a mandated disclosure of material risks (e.g., economic downturns," / X
Ok, the panic was fun but lets be serious about $FNMA $FMCC now. Why Highlight the Risk Section Now? Easy. Public companies file 10-K annual reports with the SEC, and the Item 1A: Risk Factors section is a mandated disclosure of material risks (e.g., economic downturns,
x.com
October 13, 2025 at 3:21 AM
Here’s some AI slop about it x.com/blue_eyes353...
Bot mine from Berkowitz
Only a few hundred left in case of a moonshot
Only a few hundred left in case of a moonshot
October 12, 2025 at 10:50 PM
Bot mine from Berkowitz
Only a few hundred left in case of a moonshot
Only a few hundred left in case of a moonshot
MSTRful timing on the short; Saylor owes 50m in dividends this week and I doubt it will be well absorbed.
October 11, 2025 at 11:57 PM
MSTRful timing on the short; Saylor owes 50m in dividends this week and I doubt it will be well absorbed.
Too cheap to mine profitably now after today’s mess
October 10, 2025 at 9:30 PM
Too cheap to mine profitably now after today’s mess
Thought this was funny today - timing
October 10, 2025 at 1:57 AM
Thought this was funny today - timing
Low interest rate (high principal/collateral) phenomenon
Many on residential have their own tack on liens. Solar Commercial demand has waned a lot. What’s got silver swimming angry?
Many on residential have their own tack on liens. Solar Commercial demand has waned a lot. What’s got silver swimming angry?
October 10, 2025 at 1:48 AM
Low interest rate (high principal/collateral) phenomenon
Many on residential have their own tack on liens. Solar Commercial demand has waned a lot. What’s got silver swimming angry?
Many on residential have their own tack on liens. Solar Commercial demand has waned a lot. What’s got silver swimming angry?
Quantum puts for April due to Caesar (capital gains tax)
October 10, 2025 at 1:18 AM
Quantum puts for April due to Caesar (capital gains tax)
Just exited OVID today but bought at 43 cents (50% under liquidation value)
Value always out there
Value always out there
October 4, 2025 at 2:02 AM
Just exited OVID today but bought at 43 cents (50% under liquidation value)
Value always out there
Value always out there
Buddy of mine is killing it taking the under on Japanese minor leagues of all things.
October 3, 2025 at 8:53 PM
Buddy of mine is killing it taking the under on Japanese minor leagues of all things.