Spengler Capital πŸ‡ΊπŸ‡²πŸ‡ΊπŸ‡¦πŸ³οΈβ€πŸŒˆ's Avatar

Spengler Capital πŸ‡ΊπŸ‡²πŸ‡ΊπŸ‡¦πŸ³οΈβ€πŸŒˆ

@egoncap

Former Tweeter #fintwitter Private Markets / Buyside / Credit (He/Him/His/Hater) Veteran. I stand with Ukraine. "Person, woman, man, camera, TV."

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Latest posts by Spengler Capital πŸ‡ΊπŸ‡²πŸ‡ΊπŸ‡¦πŸ³οΈβ€πŸŒˆ @egoncap

Me me me me me. Stfu.

13.03.2026 12:31 πŸ‘ 0 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0

Wtf are you even talking about dude?

12.03.2026 19:04 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

I think part of this is a function of: if I know that redemption are going to exceed the gate, and I want $1m back, I should probably ask for $1.5m or $2m.

12.03.2026 18:20 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

Eh. Doubt they'd have the cash to do in mass. Will likely see large GP-lend Secondaries at the portfolio level rather than single asset line sales.

12.03.2026 18:12 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

A lot of talk about issues in PC, very little talk about issues in PE. PE would be first losers in any loan defaults. Convexity aside, how come the lack of scrutiny of big software PE firms (Thoma, Vista, Insight, etc.). If you think these loans are going to zero, a lot of equity to be wiped first.

12.03.2026 18:08 πŸ‘ 0 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

The "funniest" things about all this is that Iran is still sending oil to China and Russia.

12.03.2026 16:15 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

If this conflict goes on through the summer, I would put money on them making a move in 2027.

We are already taking down THAAD in Korea and moving it to ME.

It will be hard to articulate to Americans why we need to fight for Taiwan.

Trump Regime's spheres of influence.

Etc.

12.03.2026 12:30 πŸ‘ 3 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

LFG

12.03.2026 02:01 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

No.

12.03.2026 01:11 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Dude just stop

11.03.2026 23:41 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Heaven's Gate Admin.

11.03.2026 13:16 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Voters won't reward you for fixing problems created by Republicans, idiots.

11.03.2026 13:16 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Likely mostly driven by higher SALT deduction

10.03.2026 12:29 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

I'm sure they won't use it to look for ratings that are too low or were adjudicated as not service connected though even if they should be.

10.03.2026 01:22 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Sounds like a school club

09.03.2026 20:03 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

This is the way

09.03.2026 16:18 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

This is my new favorite meme

09.03.2026 15:33 πŸ‘ 3 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Sprinkler time

09.03.2026 15:13 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Iran is three times the size of Iraq but with the terrain of Afghanistan. Gonna be great I'm sure.

09.03.2026 03:12 πŸ‘ 2 πŸ” 0 πŸ’¬ 1 πŸ“Œ 1
Preview
a man with a beard is talking and saying `` i guarantee it . '' Alt: a man with a beard is talking and saying `` i guarantee it . ''

Going to ban oil exports from US.

09.03.2026 00:45 πŸ‘ 3 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Dems regulate the economy around the edges and get called Communists and Socialists, whilr Republicans drive a freight train through the heart of the economy and still get credit for being free market.

08.03.2026 23:38 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

When should we turn them sprinklers on? Was thinking next weekend.

08.03.2026 13:24 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

Chode Cheung

07.03.2026 02:30 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

No it just sounds cool. This is a vibes war, brah.

06.03.2026 19:57 πŸ‘ 22 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Who is able to even surrender? Killed everyone.

06.03.2026 14:07 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

No, she just thinks she still has a shot at higher office.

05.03.2026 20:07 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

You can use the Gemini Notebook LM for project things. Only thing is that it won't look for sources outside of what you provide. Does have a good search option though for bringing in sources. Helps to keep your bibliography clean.

05.03.2026 13:37 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

This is like when Al Qaeda said ISIS was taking it too far.

05.03.2026 11:47 πŸ‘ 23 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0

That's not a no

04.03.2026 22:45 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
Preview
a group of cartoon characters are sitting in a dark room with the words " your joke " on the bottom Alt: a group of cartoon characters are sitting in a dark room with the words " your joke " on the bottom

You're leadership at DHS is bad and you should feel bad

04.03.2026 16:22 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0