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But was it high ROI?

No. No. The only way this could be worse is Montreal. Please no. I’ll have to say “I’m sorry” to Luke Kawa

how about never post "13" ...

It’s not.

Bad take. It can ill afford not to do so.

CBB … always top of the game.

Hated missing this one.

What happens when you get paid by the word.

It was always going to be USM-CA … wasn’t it.

The new TACO trade - Tariffs Always Comeback On

Should do the playoff goals and call it a day.

Think Warren Pies and I could riff off each other for a very very long time. Come at markets in different ways but it works exceedingly well. Always a good time getting to chat with him.

Not the worst macro view …

Luke Kawa I personally think it is more about companies feeling more willing to raise prices. Basically Samuel Rines' idea from 2021-2022 era. Was also just talking about this with Dow. Again, I'm basically with you that expectations are def secondary, but I do think it is a risk.

It could have been with Boston … but everyone eventually retires to Florida.

This is kind of what I mean when I say that expectations have changed and that matters for inflation. It is a version of what Samuel Rines wrote about a lot in '21-22.

All we found out today is that Aug 1 is the new deadline for a trade deals.

Reupping this one