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The Rational Walk's avatar

In case you haven’t seen this yet … 🙄 https://www.institutionalinvestor.com/article/b8xymjsrrl1r4g/What-Is-Bill-Ackman-Up-To

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Rudy Havenstein's avatar

Ackman is a putz. I think his 'most contentious take' is calling for U.S. troops to be sent to fight in Ukraine.

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The Rational Walk's avatar

Article says he backed Vivek Ramaswamy’s GOP presidential bid until Ramaswamy joined the “far right” criticizing U.S. policy in Ukraine. Now he’s in “vehement” disagreement with Ramaswamy’s campaign. I can’t stand Ackman.

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Rudy Havenstein's avatar

Hence the title of my post :)

Nowadays "far right" means anyone who disagrees with Anderson Cooper on any issue.

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Lincoln Microphone LLC's avatar

Great work

question: why do we have so many #longChina turds advising the NY FED?

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Marc Schärer's avatar

Now the hard question: is this the Bear Sterns moment or the Lehman Brother moment ? Ie will there be a much bigger bang later in 2023? ...

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Rudy Havenstein's avatar

I think there's a lot more shoes to drop, but who knows

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Andreas Stullkowski's avatar

Martha shows that we need bad times to make good music.

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Rudy Havenstein's avatar

1928 was still good times :)

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G7Doug's avatar

Rudy was built for times like these and hopefully someday, the right people might pay attention...

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Jeff Harris's avatar

Ackman is indeed the worst. Add him to the opposite list along with Jim Cramer.

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Bill Pieper's avatar

Now we all know why Rudy was suddenly disappeared from Twitter.

My only question when these sorts of things happen is 'how much will PMs be monkey hammered in the off hours?'

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Suza.Rosa's avatar

The ~Day~ the Music Died.

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Suza.Rosa's avatar

The ~Day~ the Music Died.

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SallyGordon's avatar

BTW-many calls for you to be sprung on Fintwit. Your input would have been great on this.

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Rudy Havenstein's avatar

Oh the timing is awful, but it's Elon's loss. I'll try to keep the flame going here. Believe me, I'd have had some epic tweets the last few days. Oh well. I just wish Twitter would let people see my old tweets, even banning new ones.

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Louis's avatar

Hey the word is that you got de-Twittered again…..whaddya do this time?

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Rudy Havenstein's avatar

I think some DMCA thing. The heck with 'em.

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Louis's avatar

Off topic, I just listened for the first time in a long time, to CNBC for a few minutes….they had on two CEOs whose $ was all in SVB. It was a 10 minute commercial for JPM and the Biden Administration. No way it wasn’t rehearsed. And if the CNBC heads mentioned JPM once, they did it five times. Now where did I put that tinfoil……

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Rudy Havenstein's avatar

CNBC is beyond horrible. All the worst people rose to the top.

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Spek's avatar

Another outstanding piece, as usual Rudy H.

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Lyndon Barreto's avatar

Great stuff, well said as usual. Which is the blog referred to as "one of the best 2008-era blogs"?

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Tammy's avatar

Excellent! As always, you have the receipts.

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Rudy Havenstein's avatar

Hadn't heard that one!

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