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
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”
Understanding Football retweeted
Myles Lewis-Skelly invites danger and plays through it with ease. The low centre of gravity, the strength of his turning circle and the bravery with which he approaches every pass or carry has intent, and he’s fast improving his passing range. Baller.
Understanding Football retweeted
The first player to score in 6⃣ consecutive UEFA Nations League games 👏
#NationsLeague
Understanding Football retweeted
Using real-life examples, show why state ownership of sporting institutions should be outlawed (5 marks)
Exclusive with @AlexDooler @DNair5
UAE officials have warned the UK government that the severity of Man City’s punishment could undermine their appetite for future grand-scale commitments in Britain, according to people familiar with the matter
They consider the Premier League’s actions to have an influence on the bilateral state relationship, the people said, asking not to be identified discussing undisclosed information
The extraordinary pressure comes after Andy Burnham faced criticism, including from within government, for saying Man City’s Abu Dhabi owners should not be disqualified specifically because of the investment they bring to Britain
bloomberg.com/news/articles/…
Understanding Football retweeted
Manchester City reported £949.4m arriving from sponsors over nine years.
The real number was £119.2m. Abu Dhabi United Group (ADUG), the club’s owner, forked out the remaining £830.7m in what the commission described as a “disguised funding scheme”.
City are alleged to have overstated their revenue by £854.5m over nine years.
We knew it was going to be bad. But this bad? No, it is on a different scale to anything the Premier League has seen before.
📝@DTathletic
🔗 nyti.ms/4yXalR2
Understanding Football retweeted
When I wrote about this image rights sham for The Independent in 2018, Manchester City threatened to sue us and demanded I tweet out a personal apology on here. We fought them. They did not sue us.
City's sham is confirmed by the Premier League today independent.co.uk/sport/foot…
Understanding Football retweeted
BREAKING: Man City judgement published by Premier League here:
premierleague.com/en/news/47…
Uncharacteristic .. incredibly poor poor performance.. hope this is the worst of the season but can't single out a player who was decent today.. lacked courage all 90 mins.
