Daddy, former Wall Street (reformed), seeker of asymmetrical risk, uncover the unknown, valuation matters, idea generation, and Oxford comma preservationist.
Wasatch Back
Joined February 2021
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SPAC-ey-McSpacface retweeted
As SPAC NAV discounts have widened and T-bill yields have increased, SPAC arbitrage yields have risen to 5.4%, now rivalling the yield of the bond index for the first time this year.
The entire market jumps 1% because one company may IPO. This is not the healthy signal you think it is.
SPAC-ey-McSpacface retweeted
I can’t believe The Economist put this out…
Rape and sexual assault by nationality:
Afghanistan - 7x the British rate
Middle East - 4x the British rate
North Africa - 4x the British rate
Sub Sahara - 3x the British rate
SPAC-ey-McSpacface retweeted
HE'S NOT SIGNING chants have broke out in Van.
Canadian fans are unhinged.
SPAC-ey-McSpacface retweeted
Mark Scheifele's got some pretty insane knowledge and can name every player's stick and tape details 🤯
Watch the 2026 @TimHortons NHL #HeritageClassic TOMORROW at 7 PM ET on @Sportsnet, @TVASports, & @NHL_On_TNT!
SPAC-ey-McSpacface retweeted
Certified #HockeyGuy.
Michael McCarron paid for buddy’s beer that he knocked over 🍻
SPAC-ey-McSpacface retweeted
Info for Canadians Under 30
Combined ranking: median income after taxes:
1 Massachusetts $104,828
2 New Jersey $104,294
3 Maryland $102,905
4 Hawaii $100,745
5 California $100,149
6 New Hampshire $99,782
7 Washington $99,389
8 Colorado $97,113
9 Utah $96,658
10 Connecticut $96,049
11 Alaska $95,665
12 Virginia $92,090
13 Delaware $87,534
14 Minnesota $87,117
15 New York $85,820
16 Oregon $85,220
17 Rhode Island $83,504
18 Illinois $83,211
19 Vermont $82,730
20 Arizona $81,486
21 Idaho $81,166
22 Nevada $81,134
23 Georgia $79,991
24 Texas $79,721
25 North Dakota $77,871
26 Florida $77,735
27 Pennsylvania $77,545
28 Wisconsin $77,488
29 South Dakota $76,881
30 Maine $76,442
31 Nebraska $76,376
32 Wyoming $75,532
33 Kansas $75,514
34 Iowa $75,501
35 Montana $75,340
36 North Carolina $73,958
37 Michigan $72,389
38 South Carolina $72,350
39 Ohio $72,212
40 Tennessee $71,997
41 Indiana $71,959
42 Missouri $71,589
43 New Mexico $67,816
44 Alabama $66,659
45 Oklahoma $66,148
46 Kentucky $64,526
47 Arkansas $62,106
48 🇨🇦 Alberta $62,269
49 Louisiana $60,986
50 West Virginia $60,798
51 Mississippi $59,127
52 🇨🇦 Ontario $58,035
53 🇨🇦 British Columbia $55,334
54 🇨🇦 Saskatchewan $55,115
55 🇨🇦 Manitoba $52,560
56 🇨🇦 Quebec $50,224
57 🇨🇦 Newfoundland and Labrador $49,640
58 🇨🇦 Prince Edward Island $48,107
59 🇨🇦 New Brunswick $47,523
60 🇨🇦 Nova Scotia $46,866
SPAC-ey-McSpacface retweeted
Boer remains calm and shoots 3 carjackers in South Africa, all whilst covering his daughter from the gang.
1 suspect dead and the others run and leave him to die.
Whites in South Africa are constant targets in the "rainbow nation".
The only refugees Europe should accept.
SPAC-ey-McSpacface retweeted
Regarding the $1.8 billion fraud busts yesterday involving medical professionals.
This kind of fraud has been going on for 30+ years that I know of -- and I'm sure it didn't start only when I joined DOJ in 1992.
Trillions of dollars that were supposedly spend on health care for the poor and elderly have been lost to fraudsters over the decades.
And a huge chunk of that money was lost to foreign organized crime groups.
When the U.S. Govt is just giving money away under idiotic rationalizations with little or no verification that the services were actually rendered or that the patients really benefitted, then the criminals of the world will sprint to our doorstep and take what is being offered.
The kind of work-ethic that has built the United States over more than 2 centuries is completely foreign to most cultures around the world where the survival instinct trumps all. And that instinct has led to cultural norms that say it's ok to steal if the alternative is to starve.
What constitutes "starvation" can have a variety of points of view.
SPAC-ey-McSpacface retweeted
NEW: Multiple federal sources confirm to @FoxNews that the suspect arrested for using a sledgehammer to behead a WW2 Iwo Jima monument in Quantico, VA on Tuesday is a Mexican illegal alien & former DACA recipient whose legal status expired this year.
Miguel Alonso Maldonado Soriano has now been charged with felony destruction of property and trespass with intent to damage property.
Per federal sources, Soriano illegally crossed into the U.S. in December 1999. He was granted DACA by the Obama administration in 2014 and had it extended for years, most recently by the Biden admin in 2024, but he lost his DACA status in August of this year when it wasn’t renewed by the Trump administration.
This data doesn't jive with Dem belief Texas is in play.
The big question now is, does this mean Democrats are not doing as well as currently believed in the rest of America, or is this just a Texas thing?
teapawt.net/E_DataGuy/status/21132…
I love the fact the author felt a distinction should be drawn between masturbating in First Class versus Economy.
nypost.com/2026/10/21/us-new…
SPAC-ey-McSpacface retweeted
SPACs trade at an average -1.4% discount to NAV, the lowest valuation for the asset class since 2022.
SPAC-ey-McSpacface retweeted
The internet told them Europe was a social paradise. Turns out the trains are awful, the health care isn’t free, and people can be really mean. buff.ly/5cLtnha
SPAC-ey-McSpacface retweeted
Nation Of France Films Massive Campaign Ad For Republicans buff.ly/DCRfNc5
