Ramble about arsenal and football. Used to play FPL. At twitter , just to follow some investment accounts I love 🙏
Bengaluru, India
Joined June 2020
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One of the most memorable moments for me was to get a chance to discuss football with 2 of my favorite FPL Managers @lateriser12 & @zophar666 . Thank you @PLforIndia & guys for the opportunity. Glad to be part of FPL community ❤️
"Thanks to @OfficialFPL I have started watching more football and understood the game better"
On #FPLTalkies we are joined by a veteran, @UnderstandingF8 who talks about his love for Arsenal and also tells us why he is more of a @lateriser12 than @zophar666 😂
Understanding Football retweeted
“Elon, your senator, his name is James Talarico. Your governor's name is Gina Hinojosa.”
After a historic flip, @mehdirhasan calls out Elon Musk for his failed efforts to keep Texas red.
Understanding Football retweeted
Ossoff: "In sweeping and decisive victories, the American people have rebuked the depravity, corruption, and incompetence of the failed lame duck president, Donald J Trump"
Understanding Football retweeted
No Contact
Spot the difference #392
If it’s Arsenal, it’s okay.
If it’s Spurs, it’s a red card every single time.
Understanding Football retweeted
Not really spoke about the game on here but thought it was pretty incredible how Arteta managed phases of the game, they got the goal early after a lot of end to end chances, then adapted to reduce the space for Gakpo/Barcola/Isak - they had one 4v3 on the break and Arteta shut up shop. Arsenal dont have that same pace & power on the break as Liverpool, so he changed, reduced the space and got his players in shorter spaces where they could physically dominate esp in the centre & out wide. He’s truly an incredible manager, man.
Understanding Football retweeted
🚨 Arteta “Extremely proud for the way we carry this shirt and badge especially with what happened 4 days ago. We put everything into those actions”
Alao says he was convinced to start Tzolis for his performances in training and how ready he was when asked about Anfield.
Mikel also said Eze has a “fitness issue” currently.
Understanding Football retweeted
🚨 ANOTHER FRAUD
@northbankintel
Eze doesn’t start, unfollow ASAP.
Fed up of these frauds. Begging me for QRT’s in the DM 🤡
Only one 🐐 , and it’s @HandofArsenal.
Understanding Football retweeted
Simply shout out Gabriel today. 200 Premier League Appearances for The Arsenal. Absolute colossus CB. Arteta recently talked about his journey and progress. Easily one of the best CB’s in world football. We dont praise him enough.
His partner is back soon too!
Understanding Football retweeted
Another way the current administration is trapped in the ZERO-SUM FALLACY: The H-1B visa situation.
+ You are NOT taking a job from a citizen, rather creating jobs by increasing overal economic output. Plus these people (even vegetarians) SPEND locally.
+ The US has long been benefiting from other countries' brain drain; without it its edge wd collapse. Tesla, Von Braun, von Neumann, Fermi & Einstein did NOT each take the job of a citizen.
+ It the problem is anti-Indian racism, say it, don't play games.
Understanding Football retweeted
Since I first posted this meme a month ago, the Houthis have joined with the IRGC in influencing Fed monetary policy decisions.
Don't be surprised when ships, airports, etc. go *boom* at an increased rate ahead of Fed meetings.
Understanding Football retweeted
A friend heads private credit at a large public pension fund and his exposure to data centre went from 0 to 5% of overall portfolio in less than 18 months…. He is running out of capacity to add more exposure to data centres and on top of that the limits are now getting tightened because every exposure is now below water.
I always believe that fixed income spreads are like canary in coal mine for equities, fixed income guys are logical whereas equity guys are emotional.
Last week 2 interesting things happened.
1. Paramount Skydance Corp. raised a massive $52 billion in debt (loans and bonds) to fund its $110 billion acquisition of Warner Bros. Discovery Inc., which triggered immediate losses for bondholders
and an uproar on Wall Street… as the bonds fell sharply inspite of over subscription.
2. Credit spreads on SpaceX's $25 billion bond offering have widened sharply following heavy secondary-market selling, with longer-dated spreads blowing past 230 basis points and touching near-junk territory.
As per the article in startup fortune.
Six months ago, banks were racing each other to underwrite data center loans tied to Oracle, Meta and the rest of the AI buildout. Now some of the same banks are trying to get that debt off their books. JPMorgan, Morgan Stanley, SMBC and MUFG have been exploring significant risk transfers, according to a report from the Financial Times. These are deals that let a bank keep a loan on paper while shifting its riskiest slice to outside investors. The banks are doing this because they are bumping up against internal limits on how much AI-linked exposure any one lender can hold.
Understanding Football retweeted
🚨 Bruno G “This is my first official game at home, it feels unbelievable. Great feeling,
for me its important when I am on the pitch to be my best and give my manager a headache”
