iiinova — where your digital self keeps evolving

EB @ellliotb.bsky.social · 09/01/2026

When every recorded second is news nothing is news

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EB @ellliotb.bsky.social · 29/05/2025

I’m getting mine in the form of higher coupons on my debt investments

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EB @ellliotb.bsky.social · 25/05/2025

Makes perfect sense in an allocator industrial complex that generates hundreds of billions of dollars of compensation to layers of intermediaries, none of whom are incentivized to care what ultimate returns are let alone what price is along the way, and beneficiaries with limited agency/knowledge

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EB @ellliotb.bsky.social · 24/05/2025

White collar work is mostly in service of other white collar work. If AI is theoretically to wipe out those jobs, it will also wipe out that from which it derives its value?

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EB @ellliotb.bsky.social · 24/05/2025

You know who we never hear about anymore is Hope Hicks

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EB @ellliotb.bsky.social · 24/05/2025

Having run out of ways to get liquidity for underwater holdings, there’s an entire article in the pension real estate mag promoting dumping their bags on the buyers of last resort, lol

prea.org

Private Wealth Will Change Real Estate

Brandon Sedloff Juniper Square Private wealth is poised to reshape commercial real estate. As more high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals seek uncorrel...

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EB @ellliotb.bsky.social · 23/05/2025

Everyone thought TINA was a ZIRP phenomenon and not a permanent feature of a financialized economy where the only business is money

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EB @ellliotb.bsky.social · 23/05/2025

The problem with the term “grift” is that when the economy is just money, that’s the business

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EB @ellliotb.bsky.social · 05/05/2025

You’re saying the authors are not bullish enough

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EB @ellliotb.bsky.social · 03/05/2025

Abelist and shameful (will see myself out)

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EB @ellliotb.bsky.social · 03/05/2025

Nothing, he’s going to be around for a long ti

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EB @ellliotb.bsky.social · 03/05/2025

Berkshire holders Saturday Berkshire holders Monday at the open

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EB @ellliotb.bsky.social · 03/05/2025

I don’t really understand why the business model is going to be “robotaxi” vs “selling Hyundai Waymo cars with a monthly subscription to the self driving”

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EB @ellliotb.bsky.social · 28/04/2025

Think backwards still. just get big enough because desirable for everything else that they can support a team. Austin no team. Vegas got a team imho because they hit critical mass and growing for cheap housing, nobody is moving from nyc to sunbelt because of teams. SD lost a team, 10 people cared

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EB @ellliotb.bsky.social · 18/04/2025

Same as Host paid for the 1 Hotel Central Park lmao what a stupid clusterfuck (note: yes, I will port over identical comments, I have no shame)

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EB @ellliotb.bsky.social · 18/04/2025

Sounds like an Argus assumption vs reality, which is also why so many are losing their shirts in office right now. garbage in foreclosure out

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EB @ellliotb.bsky.social · 18/04/2025

It’s literally pointless (everything)

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EB @ellliotb.bsky.social · 18/04/2025

Do you know how much capex and re-leasing costs?

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EB @ellliotb.bsky.social · 18/04/2025

SF CRE, 25 year hold, zero return

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EB @ellliotb.bsky.social · 17/04/2025

Walmart fights gonna be lit this year

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EB @ellliotb.bsky.social · 17/04/2025

I’m ready for stagflation, shortages and getting poorer as a country. I pretty much don’t care about anything that costs money. Enjoyed the nice things while they lasted

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EB @ellliotb.bsky.social · 17/04/2025

Today, it will be the price of everything but oil

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EB @ellliotb.bsky.social · 14/04/2025

In fairness, I don’t think it’s just a storage thing, I’ll make a longer form at some point but basically I think the entire cre complex might be off 150bps+ due to confluence of poor flows profile plus underpriced risk that rates stay/go higher over next 5 years plus slowing growth

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EB @ellliotb.bsky.social · 13/04/2025

Ecom death, boomer death, storage death, recession and rates won’t save you now

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EB @ellliotb.bsky.social · 02/04/2025

Holy shit I was about to say, I guess going to become my parents the day I rent a unit. You’re prob right. It’s likely too marginal to matter but I feel like the different gens may have a different view towards stuff attachment but maybe that’s made up. Should be a bunch of storage estate sales tho

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EB @ellliotb.bsky.social · 01/04/2025

Ok actual question, are the storage REITs customers primarily boomers or no

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EB @ellliotb.bsky.social · 01/04/2025

Will AI eliminate all the trash people pay for monthly for years to keep in storage

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EB @ellliotb.bsky.social · 30/03/2025

Toss up whether he knows more about those places or Trevor Milton

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EB @ellliotb.bsky.social · 29/03/2025

Being a rentier goes both ways. price takers for limited effort on way up, price takers with limited control of destiny on the way down

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EB @ellliotb.bsky.social · 29/03/2025

More optimistic than me of longer tepidity, grind, a longer tail to the end of the rolling mania deflations

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EB @ellliotb.bsky.social · 29/03/2025

offshore remote workers

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EB @ellliotb.bsky.social · 27/03/2025

Turning the internet into country clubs one useful site at a time

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EB @ellliotb.bsky.social · 27/03/2025

You mean the guy who made a billion after failed ipo

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EB @ellliotb.bsky.social · 26/03/2025

This is my nightmare, the worst possible scenario

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EB @ellliotb.bsky.social · 23/03/2025

Yes I only tangentially even consider the latter to be in the real estate business vs real estate impacts as one of the externalities to their actual business

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EB @ellliotb.bsky.social · 23/03/2025

Hm, gonna think about this

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EB @ellliotb.bsky.social · 23/03/2025

If everyone is an EM nobody is an EM

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EB @ellliotb.bsky.social · 23/03/2025