ChefJasonPer's profile picture. Guardian of flavor. Macro minded. Listening to understand.

ChefJ

@ChefJasonPer

Guardian of flavor. Macro minded. Listening to understand.

The real estate experience isn’t broken at the listing… It’s broken at the mortgage - approvals, underwriting, delays, rate surprises. That’s where deals die and trust is lost. If Opendoor $OPEN wants to make home buying as simple as buying a car, they can’t rely on someone…

Opendoor $OPEN shouldn’t partner on mortgages, they should build their own. Here’s why the most valuable part of the home-buying journey can’t be outsourced 👇



ChefJ รีโพสต์แล้ว

To be more successful at anything, shift your mindset from focusing on why something won't work to how you can make it happen.


Strive to become self sufficient and share without expectations of reciprocity.

ChefJasonPer's tweet image. Strive to become self sufficient and share without expectations of reciprocity.

Homemade gravlax salmon on spelt grain sourdough, super sweet grape tomatoes, wild garlic flowers, watercress pesto, and citrus cream cheese.

ChefJasonPer's tweet image. Homemade gravlax salmon on spelt grain sourdough, super sweet grape tomatoes, wild garlic flowers, watercress pesto, and citrus cream cheese.

Let me show you how we do it in the islands. Whole snapper in a coconut ginger sauce.


ChefJ รีโพสต์แล้ว

Important life skill: recognizing the difference between criticism from people who don’t care about you and don’t root for you, and criticism from those who do. The first is best ignored. The second warrants attention and reflection.


ChefJ รีโพสต์แล้ว

The situation in the US right now: - The Fed doing its utmost best to weaken demand & bring inflation down - Yet: PMIs >50, earnings barely revised down & a stubbornly resilient labor market - Equity risk premia still very, very low This is not a setup where equities bottom.


ChefJ รีโพสต์แล้ว

Fed pivot my a*s. Let's look at the US labor market report and its implications for the Fed and markets. A thread. 1/


ChefJ รีโพสต์แล้ว

OPEC basically just raised rates.

BREAKING: OPEC+ panel proposes a cut of 2 million barrels a day to its output, as they seek to halt the slide in oil prices trib.al/fenQqvF



Definitely worth the 2 minutes

About that record put buying... + What exactly is the source data? + The Record buying offsets with record selling + You need to see the ETF selling...that's interesting. ▶️👇



Loading...

Something went wrong.


Something went wrong.