Skeletor Capital
@skelecap.bsky.social
Equities, ex-credit, they keep forcing me to cover semiconductors, Final Fantasy, cats
I am willing to believe everything else in the story except this.
April 13, 2025 at 5:55 PM
I am willing to believe everything else in the story except this.
I don’t see how this gets through the Senate. Anyway this is me and Rand Paul rn
April 10, 2025 at 3:21 PM
I don’t see how this gets through the Senate. Anyway this is me and Rand Paul rn
Still recessionary but he proved he requires even less pushing than we thought to blink. Also the fun thing about Vietnam is it’s on the border of Yunnan and Guangxi and a lot of the factories are run by the same guys.
Made it through nicely today.
Made it through nicely today.
April 9, 2025 at 8:50 PM
Still recessionary but he proved he requires even less pushing than we thought to blink. Also the fun thing about Vietnam is it’s on the border of Yunnan and Guangxi and a lot of the factories are run by the same guys.
Made it through nicely today.
Made it through nicely today.
Senate is going to throw up on this. Anyway this is me and Rand Paul except I am very tall I swear
April 9, 2025 at 4:34 PM
Senate is going to throw up on this. Anyway this is me and Rand Paul except I am very tall I swear
Bullying the bond market (or the equity market for that matter) is like trying to command the tide.
April 9, 2025 at 4:39 AM
Bullying the bond market (or the equity market for that matter) is like trying to command the tide.
We go live to the Treasury
April 9, 2025 at 12:01 AM
We go live to the Treasury
This is one of my favorite jokes ever because it’s so true and it predicted the future
December 20, 2024 at 4:36 PM
This is one of my favorite jokes ever because it’s so true and it predicted the future
Anything is possible but
December 20, 2024 at 4:01 PM
Anything is possible but
My god. $CCI is going to sell their fiber and small cell business for less than what they bought it for + capital investment + interest. Extraordinary.
investor.crowncastle.com/news-release...
investor.crowncastle.com/news-release...
December 19, 2024 at 10:58 PM
My god. $CCI is going to sell their fiber and small cell business for less than what they bought it for + capital investment + interest. Extraordinary.
investor.crowncastle.com/news-release...
investor.crowncastle.com/news-release...
Here’s post TCJA, pre-TCJA/post TRA/pre-TRA and post&pre-Economic Recovery Tax Act of 81 as well as an unsourced comparison of effective and statutory corporate taxes over time.
December 11, 2024 at 7:44 PM
Here’s post TCJA, pre-TCJA/post TRA/pre-TRA and post&pre-Economic Recovery Tax Act of 81 as well as an unsourced comparison of effective and statutory corporate taxes over time.
These were titanic shifts in the market. You just can’t do time series comparisons of stock valuations easily as what you’re measuring changes and the cash fungibility changes.
December 11, 2024 at 7:33 PM
These were titanic shifts in the market. You just can’t do time series comparisons of stock valuations easily as what you’re measuring changes and the cash fungibility changes.
The broad market “yield” has significantly improved as the capacity to receive cash and keep the money personally (this is becoming less important over time) improves
December 11, 2024 at 7:30 PM
The broad market “yield” has significantly improved as the capacity to receive cash and keep the money personally (this is becoming less important over time) improves
These vehicles aren’t really a fair comp I guess since the Ioniq 5 is such a strange, wonderful car but it’s still not ideal. Assuming this is a correct source (iirc the rise has been worse than this), since 2019 the miles out per dollar spent (irrespective of ICE) cars has fallen from $11.4 to $5.7
December 10, 2024 at 4:48 PM
These vehicles aren’t really a fair comp I guess since the Ioniq 5 is such a strange, wonderful car but it’s still not ideal. Assuming this is a correct source (iirc the rise has been worse than this), since 2019 the miles out per dollar spent (irrespective of ICE) cars has fallen from $11.4 to $5.7
The BAML fund manager survey on this was bleak.
November 25, 2024 at 4:43 AM
The BAML fund manager survey on this was bleak.
It turns out someone (my children, cats) decided they should brush my posters slightly off alignment
November 24, 2024 at 3:26 AM
It turns out someone (my children, cats) decided they should brush my posters slightly off alignment
Especially once US tax policy harmonized with RoW due to the TCJA. On the margin, owners of US equities now are more impacted by corporate taxes than personal taxes, which wasn’t necessarily the case in the 1980s.
Kalecki-Levy is too simple to avoid and the S&P captures corp profits enough now:
Kalecki-Levy is too simple to avoid and the S&P captures corp profits enough now:
November 23, 2024 at 4:54 PM
Especially once US tax policy harmonized with RoW due to the TCJA. On the margin, owners of US equities now are more impacted by corporate taxes than personal taxes, which wasn’t necessarily the case in the 1980s.
Kalecki-Levy is too simple to avoid and the S&P captures corp profits enough now:
Kalecki-Levy is too simple to avoid and the S&P captures corp profits enough now:
Said another way:
November 23, 2024 at 4:26 PM
Said another way:
It’s funny because the normie timeshare operators may have a hard time growing but their income or cash flow statements (the accounting is admittedly weird) make it clear they have a magic money printer. Pro-tip: trade the same paper constantly, get yield and get them coming and going with fees.
November 23, 2024 at 4:23 PM
It’s funny because the normie timeshare operators may have a hard time growing but their income or cash flow statements (the accounting is admittedly weird) make it clear they have a magic money printer. Pro-tip: trade the same paper constantly, get yield and get them coming and going with fees.