Capt_GN Profile Banner
CaptainGeorgeNorth Profile
CaptainGeorgeNorth

@Capt_GN

Followers
630
Following
2K
Statuses
894

Don’t judge each day by the harvest you reap but by the seeds that you plant. Here to chop it up on BankTwitter. Public Journal.

Cafe Disco
Joined February 2024
Don't wanna be here? Send us removal request.
@Capt_GN
CaptainGeorgeNorth
3 days
RT @BuffaloBills: Josh’s reaction to his MVP video is everything. 🥹 #NFLHonors | #BillsMafia
0
11K
0
@Capt_GN
CaptainGeorgeNorth
3 days
@Investor_NICK_ Co-sign.
0
0
0
@Capt_GN
CaptainGeorgeNorth
4 days
RT @Aureliusltd28: When the bank analyst firms start initiating coverage on $MSTR you know it’s so over …
Tweet media one
0
3
0
@Capt_GN
CaptainGeorgeNorth
4 days
@rev_cap Negative wealth effect if we get a prolonged S&P and/or housing slump Idiosyncratic credit issues from business or real estate impacted by drastically lower federal funding (getting DOGE-ed) Note: I am also bullish
0
0
3
@Capt_GN
CaptainGeorgeNorth
4 days
RT @Capt_GN: And lastly, as a colorful banker from Little Rock says: "once a diluter, always a diluter." With the benefit of hindsight, the…
0
4
0
@Capt_GN
CaptainGeorgeNorth
5 days
@Aureliusltd28 The credit trends in that same call report were, shall we say, not ideal.
2
0
4
@Capt_GN
CaptainGeorgeNorth
6 days
attn $OZK bears... a half-leased life science office transacted by a distressed seller at $855/ft seems like a net positive when George's $915M of debt on the 1.7M sq ft IQHQ translates to $538/sq ft. Not to mention the sponsors have put more equity in of late. What'd I miss?
Tweet media one
2
1
20
@Capt_GN
CaptainGeorgeNorth
6 days
@Aureliusltd28 That was a video of me painstakingly reading call reports while you count your gainz
1
0
3
@Capt_GN
CaptainGeorgeNorth
6 days
@NegativeGW Imagine he turns it into a golf course and LIV hosts the Gaza invitational?
2
0
6
@Capt_GN
CaptainGeorgeNorth
7 days
@MaxfieldOnBanks Who will be the first to allocate 1/3 of assets to bitcoin?
1
0
1
@Capt_GN
CaptainGeorgeNorth
7 days
@MaxfieldOnBanks Or maybe I am wrong and am just missing them.
0
0
1
@Capt_GN
CaptainGeorgeNorth
7 days
0
0
1
@Capt_GN
CaptainGeorgeNorth
15 days
0
0
0
@Capt_GN
CaptainGeorgeNorth
20 days
@TreppWire Multifamily and industrial CRE remain the darlings
Tweet media one
0
0
0
@Capt_GN
CaptainGeorgeNorth
20 days
$SNV
Tweet media one
0
0
0