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Tell me you don’t live in Miami without telling me you don’t live in miami – at Miami, FL
Just got scammed by @united. Apparently basic economy doesn’t include overhead bin. What a joke. This was not clear when booking.
Readers added context they thought people might want to know
This is not a scam. United, among other airlines, explicitly list basic economy bag rules and other limitations clearly on their website as well as in the fare details during booking.
united.com/en/us/fly/trav…
Some of you all are angry lol. So this technically is not a scam, but I technically don’t give a shit. I thought @united was a quality airline. Didn’t realize they are trying to be the new Spirit. Will stick with American next time I see an artificially low fare from United.
Also since @united policies apparently elicit “widespread frustration” maybe they should reconsider their practices or disclosures
Realizing threads is just the version of twitter I can show my wife without getting in trouble or having her look at me like I have 3 heads
AI sentiment pulse check. $BXDC is currently a cash shell that was raised to buy stabilized data centers at 5.5-7% cap rates. Currently trading at ~0.8X Book Value.
Gloria Stenheim lived just long enough to see her life’s work wiped out by the Lindsey Clancy trial.
Brian retweeted
I had to read this three times before I could believe it was real.
Rotherham. A small town in northern England.
For sixteen years, at least 1,400 children — some as young as eleven — were raped, gang-raped, and trafficked between cities by organized groups of men.
Eleven years old.
Petrol was poured on them so they would stay quiet.
Their families were threatened with death.
Photos were taken and used as blackmail.
The police knew.
The council knew.
The social workers knew.
For sixteen years, not one of them moved.
Why?
Because officers were afraid of being called racist if they acted on what they were seeing.
That was the whole reason.
While children were being sold, adults were protecting their own reputations.
That is the moment something in you breaks.
And here is the part that makes it worse.
The TV networks did not report it. The papers did not chase it.
When the journalist Andrew Norfolk finally broke the story, even he thought maybe 150 girls had been hurt.
The real number was 1,400.
He was staggered.
This should have been the biggest story of the decade. It was not.
The networks looked away. The advertisers preferred safer topics.
The cover-up did not end when the report was published — it continued in the silence of every newsroom that refused to chase it.
Then Elon Musk bought X.
The advertisers fled.
The press declared the platform finished.
X almost did not survive.
But it did.
And on X, the names of those towns started trending.
Rotherham.
Telford.
Rochdale.
Oldham.
Towns the country had been told to forget.
Britain understands itself differently today.
Not because the politicians confessed.
Not because the broadcasters apologized.
Because one platform refused to let it stay buried.
X almost did not survive.
1,400 children almost stayed forgotten.
That is worth saying out loud.
🤖 Made with AI
Brian retweeted
There was an excellent Malcom Gladwell article contrasting Victor Niederhoffer & Nassim Taleb’s trading styles in New Yorker called Blowing Up. It was published on April 15th, 2002 and is usually behind a paywall, as far as I am aware.
Brian retweeted
Novak, Aaron, and Kyrie risked everything by refusing the advice of ‘Dr. Fauci’ and were ridiculed for doing so. They proved that the best role models for children are those brave enough to stand alone when the world demanded obedience…
Brian retweeted
Greeks
The surprising item Christopher Nolan banned from the ‘Odyssey’ set trib.al/Ga4teOO
berkshire hathaway is sitting on massive cash & owns utility companies. why shouldn't they own data center space?
Brian retweeted
Viktor Orban didn’t cancel any elections and never arrested people for social media posts. He also stepped down after his election loss and is partaking in a peaceful transfer of power.
But, don’t forget, he was a dictator.
Keir Starmer attempted to cancel about 1,000 local council elections next month and arrests about 12,000 people a year for social media posts. He also refused to let a rival run for a seat in a by-election because he was worried it would be a threat to his leadership.
But, don’t forget, he’s a democratic leader.
gona be wild how many people are saying it was obvious when $OWL is $27
Unacceptable wait times at @Chase, bank is full with clients and there are no bankers here.
Lmao all the value bros dunking on quality / harp investors. Acting like value hasn’t dragged ass for 15 years
the same people spreading fear, uncertainty, doubt calling for a crisis over private credit are the same people criticizing the fund redemption limits/gates...which coincidentally is going to prevent the crisis they are calling for
Brian retweeted
We really shouldn’t laugh at this, because this is essentially what the democrats did with Biden 😭🤣
Iran’s newly appointed supreme leader, Mojtaba Khamenei, couldn’t turn up, so they pulled out the cardboard cutout of him instead.
Readers added context they thought people might want to know
This is an AI edited version of the original video that can be found here:
x.com/israelpersian/…
Brian retweeted
Bad take. Investors signed up for 5% quarterly liquidity in exchange for higher returns in a less liquid asset class and there’s no reason they shouldn’t have to live with it, lmao
The non-traded BDC is flawed since it violates the original purpose of Private Credit which was to solve the asset/liability mismatch of a bank lending to a corporate and being subject to getting its deposits pulled.
So PC solved that with a drawdown vehicle that matched the duration of the loan and the fund.
Then PC decided to ignore the A/L mismatch in order to gather more AUM and fees given that retail demands liquidity.
But given that NT BDC do exist, if I were as investor, I would want the manager faced with redemptions exceeding the 5% limit to:
a) Stop making new loans and use all repayments of principal for redemptions (maintaining proper leverage ratios).
b) Sell any loan that that could be sold above $95.
c) Cut their fees substanstially while they are not able to meet redemptions.
d) Assert their rights as creditor and stop the extend and pretend charade.
e) Mark the portfolio accurately when a loan is clearly stressed to give the investors visibility.
f) Basically make every decision to put the investor first as opposed to the managers fees.
PC created this inevitable situation so now they should solve it.

















