@EconomPic Jake

Jake posts on X about money, stocks, inflation, bitcoin the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

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Mentions: [--] #

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Social Influence

Social category influence finance stocks cryptocurrencies technology brands countries nba social networks automotive brands currencies celebrities

Social topic influence money #5256, stocks, inflation, bitcoin, investment, if you, debt, rates, nba, china

Top accounts mentioned or mentioned by @choffstein @bullandbaird @nategeraci @ericbalchunas @sjd10304 @mebfaber @advisercounsel @actuallyfinance @therealyoon @cullenroche @davenadig @danielryanwm @smtuffy @rampcapitalllc @thestalwart @hmlcompounder @krisabdelmessih @sidprabhu @awealthofcs @syouth1

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Tesla, Inc. (TSLA) BlackRock Inc (BLK) ARK Innovation ETF (ARKK) Coinbase Global Inc. (COIN) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) IBM (IBM) Gains (GAINS)

Top Social Posts

Top posts by engagements in the last [--] hours

"Ego is focusing on the past. Pride is projecting the future. Humility is living in the present"
X Link 2021-07-17T17:06Z 42.8K followers, [----] engagements

"Meanwhile on TikTok"
X Link 2022-03-15T17:50Z 42.8K followers, [---] engagements

"@TheArmoTrader @modestproposal1 where did you see what is / what isn't part of it if not local sports then yeah. it's a garbage product for local fans"
X Link 2024-02-06T23:12Z 42.8K followers, [--] engagements

"Volatility laundering 🚨 *EJ ANTONI SUGGESTS SUSPENDING MONTHLY JOBS REPORT: FOX BUSINESS 🚨 *EJ ANTONI SUGGESTS SUSPENDING MONTHLY JOBS REPORT: FOX BUSINESS"
X Link 2025-08-12T21:19Z 42.8K followers, 29.2K engagements

"Volatility laundering https://x.com/NickTimiraos/status/1981037550694535179 Federal Reserve officials who are unable to receive U.S. economic statistics due to the continuing government shutdown recently lost access to a separate measure of employment data from ADP a payroll-processing firm whose data-sharing with the central bank has been public for https://x.com/NickTimiraos/status/1981037550694535179 Federal Reserve officials who are unable to receive U.S. economic statistics due to the continuing government shutdown recently lost access to a separate measure of employment data from ADP a"
X Link 2025-10-22T19:12Z 42.8K followers, [----] engagements

"@UpslopeCapital This looks like an investor relations page of a company that can turn $750mm into $300mm in just a few weeks"
X Link 2025-12-18T16:05Z 42.8K followers, [----] engagements

"Many of our elected officials arent just evil through their inaction theyre apparently also mentally challenged"
X Link 2026-02-11T04:39Z 42.8K followers, [----] engagements

"@BillSimmons Shorter season Rules to de-incentivize 3s Severely punish tanking Limit in season trades Require players to play more games to earn full contract Random lottery draft or incorporate relegation"
X Link 2026-02-11T17:05Z 42.8K followers, [----] engagements

"Volatility laundering"
X Link 2026-02-11T21:15Z 42.8K followers, [----] engagements

"Whoo boy https://x.com/shahh/status/2021615403852591489s=20 oh boy we might actually be fucked https://t.co/E9Yz3e1tsk https://x.com/shahh/status/2021615403852591489s=20 oh boy we might actually be fucked https://t.co/E9Yz3e1tsk"
X Link 2026-02-11T23:14Z 42.8K followers, [----] engagements

"@BillSimmons NBA: "we need to create a new all-star game format where the players care" Also the NBA: "we don't care if teams sit their players when they have a lead or pretend their players are injured to intentionally lose regular season games""
X Link 2026-02-12T19:00Z 42.8K followers, [---] engagements

"@BillSimmons https://x.com/Tjonesonthenba/status/2022078298327855172s=20 The Jazz knew about JJJs knee previously. They were going to shut him down. Jaren was adamant that he wanted to play once at home before the surgery. They set his restriction at [--] minutes. Thats one reason he didnt play in the previous fourth quarters per sources https://x.com/Tjonesonthenba/status/2022078298327855172s=20 The Jazz knew about JJJs knee previously. They were going to shut him down. Jaren was adamant that he wanted to play once at home before the surgery. They set his restriction at [--] minutes. Thats one"
X Link 2026-02-13T01:51Z 42.8K followers, [----] engagements

"@BillSimmons $500K is a joke but it's a start"
X Link 2026-02-13T15:26Z 42.8K followers, [---] engagements

"FYI. the interpretation of the calculation is wrong. CPI does not claim health insurance costs are down this is health insurance earnings. The lower numebr means people are using MORE of the higher cost of premiums on health care which are in other areas of healthcare CPI. The most absurd number in CPI According to the US Government the cost of health insurance has declined 20% over the last [--] years. https://t.co/9LsyGWV0jO The most absurd number in CPI According to the US Government the cost of health insurance has declined 20% over the last [--] years. https://t.co/9LsyGWV0jO"
X Link 2026-02-13T22:07Z 42.8K followers, [----] engagements

"Pretty soon military vets will only be eligible to go to Trump University Wake up nerds new school ranking list just dropped from the DODs Make America Stupid Again campaign 🫡😂 https://t.co/16pHdvQ1t4 Wake up nerds new school ranking list just dropped from the DODs Make America Stupid Again campaign 🫡😂 https://t.co/16pHdvQ1t4"
X Link 2026-02-13T23:22Z 42.8K followers, [----] engagements

"@syouth1 so confused"
X Link 2026-02-13T23:32Z 42.8K followers, [----] engagements

"@syouth1 the "0/0 basis" almost makes it seem like the paid the entire gain of SpaceX just to exit out of the SPV which would be insane"
X Link 2026-02-14T00:42Z 42.8K followers, [---] engagements

"@SowingAlphaSeed AI deflation story"
X Link 2026-02-15T01:25Z 42.8K followers, [---] engagements

"Cant tell if its AI which means it largely doesnt matter if its AI Finance bros read Liars Poker and wanted to become traders Tech nerds watched The Matrix and wanted to recreate its dystopian world In just one year they have evolved from robots to "humans". 2025&2026 Chinese Spring Festival Gala https://t.co/OxOH38JXEE In just one year they have evolved from robots to "humans". 2025&2026 Chinese Spring Festival Gala https://t.co/OxOH38JXEE"
X Link 2026-02-16T16:13Z 42.8K followers, [----] engagements

"Elizabeth Holmes still making up product demos Throwback to the weirdest demo I gave at Theranos. https://t.co/avkXOArNU5 Throwback to the weirdest demo I gave at Theranos. https://t.co/avkXOArNU5"
X Link 2026-02-17T03:28Z 42.8K followers, 11.4K engagements

"Its time Ford relaunch the 1970s Ford Bronco Broke: an EV car with autonomous driving Woke: an ICE car with zero sensors few microchips and doors that can open without power Broke: an EV car with autonomous driving Woke: an ICE car with zero sensors few microchips and doors that can open without power"
X Link 2026-02-17T06:57Z 42.8K followers, [----] engagements

"Returns since Pomp's SPAC started trading on 5/21/25: Gold: +54% BTC: -17% Pomp SPAC: -69% Current market sentiment. Bitcoin hit an ATH the same day Pomp's SPAC started trading Current market sentiment. Bitcoin hit an ATH the same day Pomp's SPAC started trading"
X Link 2026-01-26T17:28Z 42.8K followers, 78.8K engagements

"@MinvstrD @awealthofcs Yeah that was my thought. A portfolio is fungible. A house is going to be a 5%+ hit and a lot of effort just to get that cash"
X Link 2026-02-15T18:24Z 42.8K followers, [--] engagements

"@pansareV @RampCapitalLLC Big fan of ramp but I think hes off on this one. Not because government cant be smaller (it can) but I cant get behind the view if it doesnt affect me personally right now it doesnt matter zero sum mentality I see taking over politics policy and society more broadly"
X Link 2026-02-15T22:41Z 42.8K followers, [---] engagements

"@RampCapitalLLC @pansareV Yet spending not coming down (federal salaries are a rounding error of the budget) signals to me this is likely less about fraud and bloat than about gutting services for the vulnerable while diverting taxpayer money towards political allies. More like a redistribution"
X Link 2026-02-16T00:52Z 42.8K followers, [---] engagements

"@MoS_Investing @TheRealJunto I assume people would prefer to work through one platform than have [--] different applications for [--] different things IF the features are the same and the price was materially lower"
X Link 2026-02-16T01:08Z 42.8K followers, [--] engagements

"Please dont make fun of children today on Christmas for believing in Santa I know 50+ year olds in charge of billion dollar endowments who still believe private credit has no volatility Please dont make fun of children today on Christmas for believing in Santa I know 50+ year olds in charge of billion dollar endowments who still believe private credit has no volatility"
X Link 2026-01-24T18:21Z 42.8K followers, [----] engagements

"FYI- it's not illegal to be insolvent. What is illegal is fraud conspiracy and money laundering. FTX was always solvent. No one in the world is more qualified to comment on this than Dan Chapsky. Dan was Head of Data Science at FTX. When the bankruptcy lawyers wanted to know if FTX was solvent Dan was who they hired to calculate the answer. In a new sworn declaration https://t.co/hKZVp7nEsE FTX was always solvent. No one in the world is more qualified to comment on this than Dan Chapsky. Dan was Head of Data Science at FTX. When the bankruptcy lawyers wanted to know if FTX was solvent Dan was"
X Link 2026-02-17T16:53Z 42.8K followers, [----] engagements

"@Jack_Raines https://www.pbs.org/newshour/amp/politics/trump-administration-backs-kalshi-and-polymarket-as-states-move-to-ban-prediction-markets https://www.pbs.org/newshour/amp/politics/trump-administration-backs-kalshi-and-polymarket-as-states-move-to-ban-prediction-markets"
X Link 2026-02-18T03:10Z 42.8K followers, [---] engagements

"Berkshire transactions are taxable so theyre paying a fortune on portfolio shifts. I get the preference to avoid daily disclosures but Id guess the benefit of tax efficiency via holding securities in a BRK ETF to avoid taxes would be worth it. https://www.investors.com/news/berkshire-hathaway-new-york-times-apple-amazon/ https://www.investors.com/news/berkshire-hathaway-new-york-times-apple-amazon/"
X Link 2026-02-18T04:58Z 42.8K followers, [----] engagements

"The secondary closes tomorrow COB (July 31) and will price a clearing discount to that price. Currently the stock is off 15% from where it was post earnings so call it a 20% discount (if price doesnt move) for buyers to provide capital. Or what VCs would call rigging"
X Link 2019-07-30T18:35Z 42.8K followers, [--] engagements

"So Ackman did his whole Ivy leadership rant for PR so he can sandbag conservative retail investors with a 2% fee to hold as few as [--] mega cap stocks with locked in capital or nah"
X Link 2024-02-09T16:57Z 42.8K followers, 103.2K engagements

"@HML_Compounder @aaronbrask @DavidBCollum @stockgutter @garyHeff Post I wrote about Horizon Kinetics incorrect multiple calculation [--] years ago (300%+ returns ago) below time flies http://econompicdata.blogspot.com/2017/07/the-case-for-harmonic-mean-pe.html http://econompicdata.blogspot.com/2017/07/the-case-for-harmonic-mean-pe.html"
X Link 2025-04-18T14:19Z 42.8K followers, [---] engagements

"Does he think Treasuries are all floating rate .@POTUS: "Interest rates should be lower. Every point is $600 billion. if we went down two points we don't have a deficit anymoreand that's without cutting. When you think about it it's a paper charge. We should be the lowest interest rate in the world." https://t.co/IN7iICLEpW .@POTUS: "Interest rates should be lower. Every point is $600 billion. if we went down two points we don't have a deficit anymoreand that's without cutting. When you think about it it's a paper charge. We should be the lowest interest rate in the world.""
X Link 2026-02-11T22:51Z 42.8K followers, [----] engagements

"Actually. no clue where this figure possibly came from. $30T in debt. So even if financing costs went down 1% (it wouldn't as all debt wouldn't need to be refinanced) it would be $300B. In reality Gemini says less than $100B "
X Link 2026-02-11T23:10Z 42.8K followers, [----] engagements

"RT @EconomPic:"
X Link 2026-02-15T15:58Z 42.8K followers, [--] engagements

"Welp. the $BYND secondary priced at $160. Thats an almost 30% haircut from where it traded post earnings (pre-secondary) announcement. That 10% average liquidity cost of an IPO not looking bad by comparison. Also. Id have sold at $160 ALL DAY long if I were an insider. The secondary closes tomorrow COB (July 31) and will price a clearing discount to that price. Currently the stock is off 15% from where it was post earnings so call it a 20% discount (if price doesnt move) for buyers to provide capital. Or what VCs would call rigging. The secondary closes tomorrow COB (July 31) and will price a"
X Link 2019-08-01T02:30Z 42.8K followers, [--] engagements

"Broke: an EV car with autonomous driving Woke: an ICE car with zero sensors few microchips and doors that can open without power"
X Link 2024-11-28T16:19Z 42.8K followers, 13.4K engagements

"Damn hadnt looked at $BYND in almost a year"
X Link 2025-02-17T20:05Z 42.8K followers, [----] engagements

"Step [--] reverse declining revenues"
X Link 2026-02-10T16:06Z 42.8K followers, [----] engagements

"The new @DKThomp podcast about AI is frightening in terms of how large the threat is to society over the next few years and how little anyone with power seems concerned with what seems like much needed policy This will be THE issue for the next election https://overcast.fm/+AA1LedB34Bk https://overcast.fm/+AA1LedB34Bk"
X Link 2026-02-13T20:30Z 42.8K followers, [----] engagements

"AI is the most underrated story of the past few decades is a contrarian take that I truly believe as of this moment"
X Link 2026-02-13T20:41Z 42.8K followers, [----] engagements

"Chamath continuing to attempt to compare himself to Warren Buffett is just so cringe. What a sad sad man he is. Chamath continuing to attempt to compare himself to Warren Buffett is just so cringe. What a sad sad man he is"
X Link 2026-02-15T01:02Z 42.8K followers, 11.9K engagements

"I would argue its materially harder to lose this much money for investors (assuming no fraud) than make money for investors"
X Link 2026-02-15T01:11Z 42.8K followers, [----] engagements

"@stevehou Three year $VEU: 18% annualized $IWV: 19% annualized IMO pretty close considering how much stronger U.S. fundamentals have been"
X Link 2026-02-15T18:22Z 42.8K followers, [---] engagements

"Wemby trying in the all star game makes me like him even more"
X Link 2026-02-15T22:53Z 42.8K followers, [----] engagements

"They are playing"
X Link 2026-02-16T00:10Z 42.8K followers, [---] engagements

"Goated fake St Patricks day [--] weeks prior and the best Italian sandwiches in the United States what goes on here https://t.co/sYVQ7u5AZU what goes on here https://t.co/sYVQ7u5AZU"
X Link 2026-02-16T00:45Z 42.8K followers, [----] engagements

"Terrible company terrible products https://x.com/brewmarkets/status/2023094395428610402s=20 If you invested $10000 in Beyond Meat in [----] today you would have $41. https://t.co/9oAA8uBEpb https://x.com/brewmarkets/status/2023094395428610402s=20 If you invested $10000 in Beyond Meat in [----] today you would have $41. https://t.co/9oAA8uBEpb"
X Link 2026-02-16T03:50Z 42.8K followers, [----] engagements

"Incredible chart"
X Link 2026-02-16T04:33Z 42.8K followers, 15.4K engagements

"So many people have no idea whats coming https://x.com/90smiau/status/2021632514587034026s=20 i just found out chatgpt has a SUBSCRIPTION service WHO IS PAYING IM LAUGHING SO HARD RN https://x.com/90smiau/status/2021632514587034026s=20 i just found out chatgpt has a SUBSCRIPTION service WHO IS PAYING IM LAUGHING SO HARD RN"
X Link 2026-02-16T18:03Z 42.8K followers, [----] engagements

"Step [--] ❌ https://x.com/RealJimChanos/status/2023485326422143101s=20 Wait it just got moved to [----] last month. Now a major impact in [----] $TSLA https://x.com/RealJimChanos/status/2023485326422143101s=20 Wait it just got moved to [----] last month. Now a major impact in [----] $TSLA"
X Link 2026-02-17T03:32Z 42.8K followers, [----] engagements

"NEW: Meta has secured a patent for an AI system designed to simulate deceased users by analyzing their past data enabling the account to continue posting sending messages and even conducting video calls in their behavioral style. NEW: Meta has secured a patent for an AI system designed to simulate deceased users by analyzing their past data enabling the account to continue posting sending messages and even conducting video calls in their behavioral style"
X Link 2026-02-17T16:54Z 42.8K followers, [----] engagements

"There potentially goes a key source of revenue"
X Link 2026-02-17T20:42Z 42.8K followers, [----] engagements

"Short-term: trend value fundamentals Long-term: fundamentals value trend Investors need to be aligned with process AND time horizon"
X Link 2017-08-26T16:55Z 42.8K followers, [---] engagements

"I've been following closed-end fixed income funds for 15+ years and I can't recall experiencing anything like the horrific relative performance (i.e. discount widening) without any puke events. If / when they do puke these could be all-time great reward-to-risk opportunities"
X Link 2022-05-24T16:03Z 42.8K followers, [--] engagements

"What's your favorite alt ETF (by alt I mean I mean it is an alternative return stream not typically found within a [----] or a vehicle that incorporates an alternative return stream not typically found within a 6040) that can be a strategic (i.e. long-term holding)"
X Link 2024-02-06T16:30Z 42.8K followers, 17.2K engagements

"In 2023-24 Rutgers basketball went 15-17 But they then had the incoming recruitment class of a lifetime with two players performing so well they are projected to be the #2 and #3 overall picks in the [----] draft In 2024-25 Rutgers basketball went 15-17 cc @EricBalchunas"
X Link 2025-05-13T21:37Z 42.8K followers, [----] engagements

"@MebFaber @GestaltU Dont think North Korea would be included in the $FRDM ETF"
X Link 2026-01-09T23:23Z 42.8K followers, [---] engagements

"@buccocapital @AdviserCounsel Robos are already dirt cheap and good enough for most but they cant scale"
X Link 2026-02-11T02:54Z 42.8K followers, [---] engagements

"@1060_WAddison @econcallum what am i missing"
X Link 2026-02-13T18:41Z 42.8K followers, [--] engagements

"Example If in [----] a $100 premium covered $80 of used care leaving $20 in insurance earnings But in [----] a $200 premium covered $190 in care leaving just $10 in earnings Premiums doubled but profits dropped The spike reflects rising healthcare costs not higher insurance"
X Link 2026-02-13T22:11Z 42.8K followers, [----] engagements

"Its official. Were now betting on coin flips. Bitcoin up or down [--] minute up/down crypto polymarkets are now live. Powered & secured by Chainlink 🤝 https://t.co/d4PDruOEsz Bitcoin up or down [--] minute up/down crypto polymarkets are now live. Powered & secured by Chainlink 🤝 https://t.co/d4PDruOEsz"
X Link 2026-02-14T05:25Z 42.8K followers, [----] engagements

"Citadel JUST IN: X to launch crypto and stock trading directly from the timeline within a "couple weeks." JUST IN: X to launch crypto and stock trading directly from the timeline within a "couple weeks.""
X Link 2026-02-14T20:25Z 42.8K followers, [----] engagements

"@MinvstrD @awealthofcs Give me the portfolio and Ill swap into a $1.5-$2mm home with a $1mm loan and a $2mm+ portfolio and cash if starting from scratch"
X Link 2026-02-15T18:28Z 42.8K followers, [--] engagements

"@Nonrelatedsense I'd rather buy at a 20% discount if I wanted to play that game"
X Link 2016-11-10T15:51Z 42.8K followers, [--] engagements

"@markrmccracken There was certainly event risk last week but over their lives $XIX / $SVXY have provided a good way to bet against tail risk and if sized correctly they have still provided strong returns for those that have provided that insurance"
X Link 2018-02-12T14:21Z 42.8K followers, [--] engagements

"@millerak42 @daniel_egan @MstarETFUS Was thinking that Vanguard fund at [--] vs the 25"
X Link 2018-06-06T00:07Z 42.1K followers, [--] engagements

"Throwaway comment in an article outlining Vanguards shift in 401k offerings summarizes the current active headwinds / opportunity perfectly. In the industry now low fees are more important than performance and filling an investment style or gap. http://www.philly.com/philly/business/vanguard-sp-500-retirement-index-fund-20180606.html http://www.philly.com/philly/business/vanguard-sp-500-retirement-index-fund-20180606.html"
X Link 2018-06-06T14:34Z 40.6K followers, [--] engagements

"My [--] $BTCs -Youre allowed to have no opinion about whether cryptos will go to $0 or $10T -If you have an opinion being right/wrong over years and wrong/right over months doesnt make you right or wrong -You can own crypto rationally without an opinion about its long-term price"
X Link 2018-06-11T17:18Z 42.5K followers, [--] engagements

"Geek time. The VIX Index (1-month implied volatility) is higher than VIX3M (3-month implied volatility) which itself has been a bullish sign for equities when the VIX Index itself has been less than [--] (currently at 17.3) in the 2% of trading days since [----] this has occurred"
X Link 2018-06-25T21:06Z 40.6K followers, [--] engagements

"How was this for timing How about an ETF that fades my tweets https://x.com/econompic/status/1021988306349899779 +35% and very much at an all-time high since the world said $FB was dead [--] months ago. @mebfaber when do you launch the ETF $FADE https://t.co/LqeZ4A3SOk https://x.com/econompic/status/1021988306349899779 +35% and very much at an all-time high since the world said $FB was dead [--] months ago. @mebfaber when do you launch the ETF $FADE https://t.co/LqeZ4A3SOk"
X Link 2018-07-25T21:54Z 41.1K followers, [--] engagements

"@matthague1 @tierrapartners Whats more important. backward taxes paid or forward Example of a Vanguard fund with outflows is $VGHCX which has the same 5-year return as ETF $XLV. Yet a 1.6% difference in after tax returns"
X Link 2018-08-16T17:06Z 42.4K followers, [--] engagements

"@lisaabramowicz1 6/2/04-8/29/18 $FEMRX is up 5.05%. Either way total return is real picture. High yield has a negative [--] year return just using price (as example)"
X Link 2018-08-30T17:10Z 42K followers, [--] engagements

"@DaveBabulak Price seems fine for actively managed but thats a large chunk of the yield if not adding value (if you think they can. ignore). Always curious why a ladder vs something with similar duration if reinvesting $VCAIX is [--] years yielding 2.2% (but thats gone up since February)"
X Link 2018-09-14T22:50Z 41.2K followers, [--] engagements

"Backtest vs in sample risk parity performance comparison. Wealthfront vs AQR"
X Link 2018-10-10T22:33Z 42.1K followers, [---] engagements

"Me looking at the discount in $PCI right now. Someone talk me out of it"
X Link 2018-10-11T17:09Z 40.6K followers, [--] engagements

"I dont understand the uncertainty. Credit Spreads: Bullish Trend (200 Day): Bearish Unemployment Trend: Bullish CAPE: Bearish Forward P/E: Bullish VIX Level: Bearish Interest Rates: Bullish VIX Direction: Bearish US GDP: Bullish Cash (3-Mo Bills) vs Dividend Yield: Bearish"
X Link 2018-10-12T01:05Z 40.6K followers, [--] engagements

"Small value is the area within the US that looks most attractive to me purely from a valuation standpoint if earnings come in. The forward P/E of the R2000V has now dropped 25% to 12.7x since year-end due to earnings growth (lead by tax cuts) and 5% negative return YTD"
X Link 2018-10-24T22:10Z 41.3K followers, [--] engagements

"@FrPaganelli @alphaarchitect @syouth1 Is it fair to read this as higher volatility funds may have wider investor gaps because the range of returns of the prior period (before flows) vs forward returns following flows will by definition be wider"
X Link 2018-10-29T16:10Z 42.6K followers, [--] engagements

"@jfc_3_ @RodGordilloP Wait. wut"
X Link 2018-11-22T03:10Z 40.6K followers, [--] engagements

"@EricBalchunas @JoeyFishman @TR3Y_KC $BRUH"
X Link 2019-01-30T17:43Z 40.6K followers, [--] engagements

"@awealthofcs @tylermmoore @Wealthfront I would recommend using an advisor (person or robo) that does not RECOMMEND the least tax efficient most complex price opaque self-dealing levered strategy that is only supported by their own flawed research"
X Link 2019-03-22T13:33Z 42.2K followers, [--] engagements

"@wcvarones @awealthofcs @tylermmoore @Wealthfront I dont care about the pre tax returns. I care about the fees and the tax efficiency"
X Link 2019-03-22T14:14Z 42.2K followers, [--] engagements

"FinTwit + Wisdomtree = 🥂 🍾 🍻 🍷 Props to @JeremyDSchwartz for listening / enabling our #FreeJewelry to come to life cc @choffstein @Nonrelatedsense"
X Link 2019-03-29T03:29Z 40.6K followers, [--] engagements

"@QuantOfAsia @Rick_Ferri Would be interesting to go through. I recognize Canandaigua Wine which became Constellation Brands and Amerco (U Haul) which have been monsters since then"
X Link 2019-06-26T22:43Z 40.6K followers, [--] engagements

"$HSGFX is now 2% away from negative since inception returns. If it happens by Wednesday I say we all celebrate by taking Thursday off and grill / drink beers all day"
X Link 2019-07-01T22:13Z 42.1K followers, [---] engagements

"ETF sponsors with negative since inception dollar weighted returns. almost $25B of money 🔥 for Proshares"
X Link 2019-07-08T21:57Z 40.6K followers, [--] engagements

"Important concept by @movement_cap in his post: Which Investments Have the Highest Volatility Tax He points to the potential large gap between geometric and arithmetic annual returns. Side note: this is something that can be helped with rebalancing https://movement.capital/which-investments-have-the-highest-volatility-tax/ https://movement.capital/which-investments-have-the-highest-volatility-tax/"
X Link 2019-08-05T14:47Z 40.7K followers, [--] engagements

"@syouth1 Yes. of course. Either way that 4% is a pretty darn low hurdle to help reduce a firms overall cost of capital"
X Link 2019-08-12T02:57Z 40.7K followers, [--] engagements

"@syouth1 But to me theyre two distinct questions 1) viable project or return capital and 2) optimal capital structure (which can likely be very different IMO if you can borrow at 4% long-term)"
X Link 2019-08-12T03:00Z 40.9K followers, [--] engagements

"@sirRoofus I see our disconnect. please explain why the majority (rather than cumulative average) matters for investors or for creating an optimal capital structure"
X Link 2019-08-12T13:35Z 40.7K followers, [--] engagements

"@daniel_egan @syouth1 @brianportnoy So. we can determine what drove the gap (or lack of) by looking at flows over this window. My assumption is more recent returns have been better than older returns in this [--] year combined period given the GFC impact on older returns (but not 100%)"
X Link 2019-09-04T13:00Z 42.2K followers, [--] engagements

"@daniel_egan @syouth1 @brianportnoy TBH this may be a weird category (not sure how its composed). We have probably had consistent inflows in TD funds given their lifecycle but does this include the Marketfields of the world that took in and bled like $20B alone and the massive $MALOX and $VBAIX"
X Link 2019-09-04T13:08Z 42.2K followers, [--] engagements

"A live shot of my year-to-date muni closed-end fund performance"
X Link 2019-09-15T14:45Z 40.6K followers, [--] engagements

"Who cares if his firms funds have underperformed if the alternative is 🔥🔥🔥 for eternity. #ESGorHELL https://www.marketwatch.com/story/investing-in-a-simple-index-fund-is-immoral-why-climate-change-investing-has-been-more-talk-than-action-2019-09-25 https://www.marketwatch.com/story/investing-in-a-simple-index-fund-is-immoral-why-climate-change-investing-has-been-more-talk-than-action-2019-09-25"
X Link 2019-09-25T22:21Z 40.6K followers, [--] engagements

"@justinisreal @MebFaber @WarrenBuffett $128B in cash and another $xxxB In taxable stocks"
X Link 2019-11-02T18:19Z 42.3K followers, [--] engagements

"Context: CCC rated corporate bonds make up 2% of the corporate bond universe. 'It is notable that a weaker tone in the more leveraged sectors of the credit universe pervades during a time of strong performance for other risk assets in general.' https://t.co/fVnIuKK5gB https://t.co/dLLHqX4nV7 'It is notable that a weaker tone in the more leveraged sectors of the credit universe pervades during a time of strong performance for other risk assets in general.' https://t.co/fVnIuKK5gB https://t.co/dLLHqX4nV7"
X Link 2019-11-03T22:49Z 40.6K followers, [--] engagements

"@michaelbatnick As a buyer. you're paying for the earnings the company can provide AFTER you restructure the company to what you view as the optimal capital structure. I would assume the E after ITDA would be much more appropriate"
X Link 2019-12-04T14:45Z 40.7K followers, [--] engagements

"@BrentBeshore I was viewing debt as the ability to buy things (homes) or services (education) based on PV of income / wealth vs already being rich. Basically. is the banking system good or bad (as in banks borrowing short / lending long - not just holding your money) I lean heavily good"
X Link 2019-12-28T16:57Z 40.9K followers, [--] engagements

"@BrentBeshore I see your point of were just talking optimal capital structure of a business vs ability to pursue having / not having a business in the first place. Basically putting capital into the hands of those most productive vs wealthy"
X Link 2019-12-28T16:59Z 40.8K followers, [--] engagements

"Baffling responses. The before and after situation are identical in these examples (same fundamentals / same aggregate balance sheet). A company with earnings power worth $50 (A) that ALSO has $50 of excess cash (B) will always be worth less when B is removed. A A + B"
X Link 2020-01-23T03:00Z 40.6K followers, [--] engagements

"$NTSX doing what its supposed to be doing since inception (8/2/2018) $NTSX: 24.92% S&P 500: 21.18% $VBAIX: 16.74% cc @JeremyDSchwartz @Nonrelatedsense"
X Link 2020-01-24T16:21Z 42.2K followers, [--] engagements

"@KrisAbdelmessih @daniel_egan @choffstein @rtbinvestments @DaveNadig @syouth1 Embarrassingly small sample size but the ETF history goes back to March [----] (not even a year - I get it) with [--] quarterly defined outcome ETFs protecting 9% down. [----] beta 69% of the return 66% of the risk VBAIX [---] beta 95% of return (bonds did rip) 61% of risk"
X Link 2020-02-05T18:02Z 42.2K followers, [--] engagements

"Eyeing fixed income CEFs that are getting smashed but waiting until the price gaps through the NAV"
X Link 2020-02-28T15:55Z 40.6K followers, [--] engagements

"Fixed income opportunity set (as of yesterdays close)"
X Link 2020-03-06T22:06Z 40.6K followers, [--] engagements

"@SonOfLysandus $WFRPX is going to be down a lot"
X Link 2020-03-12T20:15Z 42.2K followers, [--] engagements

"Bond market liquidity has been. something"
X Link 2020-03-19T20:03Z 40.7K followers, [--] engagements

"@lhamtil Run the [--] year on $NEAR"
X Link 2020-03-31T20:52Z 42.1K followers, [--] engagements

"Per Credit Suisse. based on revised forward earnings the S&P [---] is now valued back to where it was before the sell-off at 19x forward. Amazing how fast this market bounced"
X Link 2020-04-07T19:41Z 40.6K followers, [---] engagements

"A reminder for those now projecting economic strength because of recent tech and non-cyclical earnings / guidance. those aren't the companies and areas to keep an eye on (of which I was reminded last night by my school district that is projecting a 20% cut to their budget). 🍌 🍌 TECH+ and Non-Cyclicals (70% of the S&P 500s market cap) are forecast to grow +5% in 1Q and decline just -13% in 2Q. By contrast Financials and Cyclicals are under substantial pressure with profits projected to fall by -35% in 1Q and -71% in 2Q. - Credit Suisse 🍌 🍌 TECH+ and Non-Cyclicals (70% of the S&P 500s"
X Link 2020-05-08T21:30Z 40.6K followers, [--] engagements

"Invesco just wrote a $100mm+ check to make clients whole for forgetting to rebalance an index fund and Interactive Brokers had to write a $100mm+ check because their systems didnt let clients to close oil positions at $0. What else did I miss"
X Link 2020-05-10T15:54Z 40.6K followers, [---] engagements

"@awealthofcs Buys half of all net new share issuance and you're close enough to what it means"
X Link 2020-05-11T20:04Z 40.7K followers, [--] engagements

"@choffstein And to think of it the problem of buying traditional value when spreads are narrow (when growth is cheap because spreads dont compensate investors) https://x.com/econompic/status/1124407964545179648s=21 The Buffett shift to growth isn't new. Here's a post from [--] years ago referencing his shift / the case for growth stocks when the premium was 20%. Vanilla growth no longer looks attractive (at all) by this measure vs value (a premium closer to 50%). https://t.co/LUCTUZP0BW https://t.co/uZsP9swizk https://x.com/econompic/status/1124407964545179648s=21 The Buffett shift to growth"
X Link 2020-05-12T00:07Z 42K followers, [--] engagements

"@choffstein And. of course its massively underperformed https://www.morningstar.com/funds/xnas/suvax/performance https://www.morningstar.com/funds/xnas/suvax/performance"
X Link 2020-05-12T00:12Z 42K followers, [--] engagements

"These two Credit Suisse charts convey a ton of information about the drivers of returns the past year and expectations for large cap fundamentals going forward"
X Link 2020-06-03T16:32Z 40.6K followers, [--] engagements

"@nikir1 @alphaarchitect @MathiasKronlund @SeedWealthMgmt Regardless of the intention or not / if just driven by natural flows or now it clearly could be an incremental cost for B&H. Looks to be [--] bps / year ($3B of $10T)"
X Link 2020-06-16T13:13Z 42.3K followers, [--] engagements

"$MNST $COO $AAPL"
X Link 2020-06-30T22:04Z 40.6K followers, [--] engagements

"@EricBalchunas Check out $PXSGX"
X Link 2020-07-07T21:51Z 41.2K followers, [--] engagements

"@awealthofcs You didnt order off China COV-19 data Weak"
X Link 2020-07-17T02:06Z 41.8K followers, [--] engagements

"@RyanPKirlin Blackrock moving away from value funds. launches "value aware" funds"
X Link 2020-07-21T14:49Z 40.6K followers, [--] engagements

"I was wrong. Top ticked it"
X Link 2020-08-30T04:14Z 42.3K followers, [--] engagements

"@szorowitz @TheStalwart IPO price with limited float is not what they can raise at (just what marginal buyer pays) and does not reflect fundamental valuation (a reason IPOs tend to underperform from the opening price). Here is the result of an auction format. similar pop. https://x.com/econompic/status/1306990190079090691s=21 First $U trade following the auction price of $52 looks like it was $76. +46% https://x.com/econompic/status/1306990190079090691s=21 First $U trade following the auction price of $52 looks like it was $76. +46%"
X Link 2020-09-18T16:44Z 40.9K followers, [--] engagements

"Interesting results in historical small cap index / fund returns. 1) Passive small value has materially outperformed passive small growth but. 2) Active small growth has outperformed active small value Curious if there are any guesses why"
X Link 2020-09-28T19:34Z 40.6K followers, [--] engagements

"Ugly bond math = it would take a really poor economic environment if in ten years $1 invested in treasury bonds today was worth more than $0.80-$0.90 in real terms in ten years"
X Link 2020-10-22T16:14Z 40.6K followers, [--] engagements

"@HoyGrimm Once you have home equity its pretty fungible to a new home"
X Link 2020-10-22T23:51Z 40.6K followers, [--] engagements

"How ugly are Treasuries Blackrock is recommending locking in the -1% real yield of TIPS instead. FWIW: here is an old high level primer on what an allocation to TIPS gets you: http://econompicdata.blogspot.com/2015/06/the-relationship-between-tips.html BlackRock gets bearish on Treasuries. "We downgrade U.S. Treasuries and upgrade their inflation-linked peers ahead of the U.S. election on a growing likelihood of significant fiscal expansion." https://t.co/2XgjtojazR http://econompicdata.blogspot.com/2015/06/the-relationship-between-tips.html BlackRock gets bearish on Treasuries. "We downgrade"
X Link 2020-10-26T14:08Z 40.6K followers, [--] engagements

"Joe Biden has an easier benchmark the next four years than core fixed income managers"
X Link 2020-11-07T19:45Z 40.6K followers, [---] engagements

"@RyanPKirlin @DaveNadig @MebFaber Doesnt help with the income portion. Are there any multi asset ETFs that hold munis as an example"
X Link 2020-12-08T18:45Z 42.3K followers, [--] engagements

"People are paying $4500 for a 1/20th stake in a video game theyll never play that will never leave its package and they will ever see in its package Gotta say I cant comprehend it but this makes me quite bullish for Rally Rd"
X Link 2020-12-24T22:12Z 40.6K followers, [--] engagements

"Did $ARCT get $ARKKd"
X Link 2020-12-29T04:47Z 42.6K followers, [--] engagements

"The more surprising thing to me over the last month is how many well educated financial professionals think this has a similar enough risk profile as a savings account and have put their own money into it. OMG OMG"
X Link 2021-04-22T14:16Z 40.6K followers, [--] engagements

"Rest In Peace $PCI. Weve had a lot of good years together. through discounts and premiums. Youve been a good friend and I will miss you"
X Link 2021-04-30T14:46Z 40.6K followers, [--] engagements

"99.9% of analysis that shows non-US is cheap to US has been forever ruined for me by @lhamtil and his point you need to (at a minimum) adjust for sector exposures. Case in point. is Russia cheap Maybe. But then so is an $XLE / $XLM barbell"
X Link 2021-05-03T19:51Z 40.6K followers, [--] engagements

"The pace of $ARKK outperformance and subsequent reversal is wild"
X Link 2021-05-06T20:34Z 40.6K followers, [--] engagements

"So out of curiosity I went through some recent purchases on Amazon and each item that qualifies for a Prime Day discount of 20-30% has a price 20-30% higher than when I bought the item within the past few weeks. Well played Amazon"
X Link 2021-06-22T21:08Z 40.6K followers, [---] engagements

"This article is pretty unbelievable. Not in its content (its not surprising or new if youve been paying attention) but in the willingness of businesses investment firms and index providers to clearly outline how corrupt / full of 💩 mainstream ESG largely is. Theres no such thing as a perfectly green company says stock indexer so ESG funds are pouring money into an undersea miner a garbage incinerator and an animal-waste processor. https://t.co/9UaHWlwcrz Theres no such thing as a perfectly green company says stock indexer so ESG funds are pouring money into an undersea miner a garbage"
X Link 2021-06-29T21:39Z 40.6K followers, [--] engagements

"My new favorite fun fact. $ZM stock peaked on October 19th [----] and is down 50% since"
X Link 2021-08-31T01:44Z 40.6K followers, [---] engagements

"@DaveNadig @NateGeraci @Sonnenshein Does GBTC intend to convert to an ETF anyway I would assume they'd much prefer to say closed-end so people don't flee the en masse given how easy it's becoming to just own BTC outright"
X Link 2021-09-07T21:45Z 40.6K followers, [--] engagements

"$GREK to rebrand as $FETA"
X Link 2021-10-30T19:16Z 41.9K followers, [--] engagements

"@RampCapitalLLC Down 99% in $SOL"
X Link 2021-11-05T20:22Z 40.7K followers, [--] engagements

"Based on my calculation if you are a top tax bracket Californian who allocated to a 2/ [--] hedge fund that returned 20% gross of fees last year your real after-tax return (if the gains were short-term) were negative. No wonder California is all about real estate and startups"
X Link 2022-01-13T05:14Z 40.6K followers, [---] engagements

""So we want to do the same thing for NFTs with Mastercard by solving the pain points." 🤦♂ As @EricBalchunas or @NateGeraci would say. "And Still No Spot Bitcoin ETF" https://www.theblockcrypto.com/linked/130596/coinbase-mastercard-partnership-nft-cards https://www.theblockcrypto.com/linked/130596/coinbase-mastercard-partnership-nft-cards"
X Link 2022-01-18T19:11Z 40.6K followers, [--] engagements

"@EricBalchunas Their risk parity fund ($WFRPX) is 20% of their taxable client AUM. Looks like $1.6B in AUM"
X Link 2022-01-26T21:16Z 42.3K followers, [--] engagements

"$WFRPX (Wealthfront Risk Parity Fund) has underperformed $HSGFX (Hussman Strategic Growth Fund) since inception. Let that sink in"
X Link 2022-03-02T22:51Z 42.2K followers, [--] engagements

"Only one of these quotes from the article can possible be true. Whole thing worth a read. She has demonstrated great respect for the retail investor by democratising access to information. She tells a whole story thats almost impervious to facts. https://www.ft.com/content/a93f4de2-35d2-44e1-a6a1-0000cba0dd4d https://www.ft.com/content/a93f4de2-35d2-44e1-a6a1-0000cba0dd4d"
X Link 2022-03-04T15:21Z 42.1K followers, [--] engagements

"Cathies a boom or bust investor because she doesnt disinvest or risk manage says Lisa Shalett CIO at Morgan Stanley Wealth Management and Woods former boss at asset manager AllianceBernstein. This is the challenge that she has had for her entire career"
X Link 2022-03-04T15:35Z 42.1K followers, [--] engagements

"@betojohns There are plenty of reasons a producer can sell off despite the commodity goes up (geopolitical demand destruction input costs looking out multiple years etc.). If you think the commodity is going up own the commodity"
X Link 2022-03-08T19:03Z 40.6K followers, [--] engagements

"@InstAllocator I think it has less to do with AUM and more to do with them reaching a scale in their business that it is / is not probable in them being able to implement the strategy youve allocated to them for over a duration equal or greater than the period needed for it to be successful"
X Link 2022-03-11T19:32Z 42.6K followers, [--] engagements

"@InstAllocator $1B for a high fee active manager is much less emerging than a $1B low fee ETF shop"
X Link 2022-03-11T19:33Z 42.6K followers, [--] engagements

"@choffstein is it a hot take that few people should own 40% in bonds at this point owning 20% or 60% is probably more logical for most people strategically or tactically and if you simply want to get to a 10% vol there are better ways to do it"
X Link 2022-03-21T16:58Z 40.6K followers, [--] engagements

"Multiples have been driving the US market. Fundamentals have been (notice the past tense) fine. Source: Credit Suisse"
X Link 2022-05-03T14:11Z 40.6K followers, [--] engagements

"@ScottW_Grizzle $JAGTX goes back to [----] on Yahoo Finance"
X Link 2022-05-10T16:49Z 42.2K followers, [--] engagements

"Direct listing update: Direct listing update: https://t.co/NFOxIFzwKU Direct listing update: https://t.co/NFOxIFzwKU"
X Link 2022-05-10T21:12Z 40.6K followers, [--] engagements

"Based on $BTC holdings of [------] at an average purchase price of $30700 $MSTR is down a bit more than $1.6B on their $BTC purchases. Before the company started acquiring $BTC it looks like it had a market cap of $1.1B. https://www.macrotrends.net/stocks/charts/MSTR/microstrategy/market-cap https://www.macrotrends.net/stocks/charts/MSTR/microstrategy/market-cap"
X Link 2022-06-18T20:29Z 40.6K followers, [--] engagements

"Current mood. I just purchased a bond fund for the first time in 2+ years"
X Link 2022-07-01T14:55Z 42K followers, [--] engagements

"@paulrubillo @agwarner @401kAnswersNow @vrbst4 @FlagshipWMG @SJD10304 @simos_chris @AdviserCounsel @cubbieblue4lyfe @TheRealEricG716 @cdelahunt1 @Robohogs @AMB57183198 @jimmahar @DeniseKShull @StevenACohen2 @UnionChasersCEO @baseball_ref @MLB @Reds Padres worst team in baseball in [--] years"
X Link 2022-08-02T20:31Z 40.6K followers, [--] engagements

"@choffstein @syouth1 @EricBalchunas if there were people willing to bet against it ex transaction costs / fees then that wouldn't that potentially provide someone with a better way to go long (i.e. the negative person's counter party)"
X Link 2022-08-05T17:34Z 41K followers, [--] engagements

"@OJRenick @AdamSinger @BullandBaird Whats that say about $BIRD That FinTwit isnt as stylish as many assumed"
X Link 2022-09-02T16:40Z 40.6K followers, [--] engagements

"Going to buy this in size when the yield curve is no longer inverted and the S&P [---] is above trend. Its going to be a great [----] trade"
X Link 2022-09-29T14:39Z 42K followers, [--] engagements

"@MebFaber @choffstein 60% TIPS / 40% Small Caps / 50% Managed Futures"
X Link 2022-10-19T17:29Z 42.1K followers, [--] engagements

"Forget $META and $SNAP this is how you add 10% to GDP overnight from the productivity boost"
X Link 2022-10-24T16:13Z 40.7K followers, [--] engagements

"$GBTC trading at a 42% discount means if it were to magically get to par it would have a 70%+ return. Inexcusable @DCGco doesnt sell as much of the underlying as they can at a discount to NAV to buy back as many shares as they can at this point. No position"
X Link 2022-11-14T21:35Z 40.6K followers, [--] engagements

"Reminder: all else equal its almost always better to have a strategic allocation to bonds via mutual fund than ETF. -No tax disadvantage (unlike equities) -Transact at NAV -NAV that is more stable during a sell-off (allowing you to tactically move to ETFs if they break down) almost $450b in OUTFLOWS from bond mutual funds this year meanwhile bonds ETFs have posted $154b of inflows https://t.co/WnbNCVWjHC almost $450b in OUTFLOWS from bond mutual funds this year meanwhile bonds ETFs have posted $154b of inflows https://t.co/WnbNCVWjHC"
X Link 2022-11-17T15:34Z 40.7K followers, [--] engagements

"Also a reminder: if looking up performance of an ETF in Morningstar the return profile they show is of the NAV (not price). The actual / real risk adjusted performance of the ETF is always (often materially) worse for the price than NAV return especially in crisis periods"
X Link 2022-11-17T15:37Z 40.7K followers, [--] engagements

"@KalpenParekh @wideclops Id argue same tax (unlike equities as returns are income oriented thus not deferred) and less flexibility during crisis periods as cannot easily transact at NAV in an ETF in those periods. Which happen to be periods when youd want to sell to rebalance to risk assets"
X Link 2022-11-17T15:49Z 40.7K followers, [--] engagements

"If a VC firm* funds / helps enable a ponzi with hundreds of millions of $$ that basic due diligence (not awe they can speak while playing video games) should have discovered are they potentially liable for the losses *If not dont VC firms have an incentive to fund ponzis"
X Link 2022-12-13T16:57Z 40.6K followers, [--] engagements

"Looks like they pulled the video from TikTok heres a low quality version I sent a buddy at the time showing how @garyvee directed a bunch of wealthy influencers to immediately load up on Cryptopunks (who then hyped them to their followers). For those wondering WTF is bidding up CryptoPunks. https://t.co/v3txqGv8ul For those wondering WTF is bidding up CryptoPunks. https://t.co/v3txqGv8ul"
X Link 2022-12-13T18:48Z 40.6K followers, [--] engagements

"@l1quid1ty @FiSurgi @KrisAbdelmessih @lebas_janney @ArifHozef It honestly depends and what youre comparing to (absolute or relative). Whats priced in (0% breakeven was priced in during COV bottom and negative breakeven during GFC) matters"
X Link 2022-12-14T18:27Z 40.9K followers, [--] engagements

"@choffstein @jagmavi are stock prices more correlated to economic output or investor behavior i think there is a case that less economic variability could increase stock price volatility and drawdowns"
X Link 2022-12-21T21:10Z 40.9K followers, [----] engagements

"@choffstein @jagmavi the fed easing monetary policy and all the fiscal $$ provided in [----] clearly reduced the left tail which pushed prices to bubble levels in areas which has caused a huge drawdown despite fundamentals being surprisingly ok"
X Link 2022-12-21T21:11Z 40.9K followers, [---] engagements

"What was the last major innovative investment strategy asset class or platform that didnt cost retail investors more than it aided them (in aggregate)"
X Link 2023-01-21T03:47Z 40.6K followers, 27.9K engagements

"@DanielRyanWM @MebFaber BOXX is super interesting Any ST muni fund you like"
X Link 2023-02-10T23:01Z 41.2K followers, [---] engagements

"@MaciekKol @MebFaber @alphaarchitect The nice thing about $BOXX is the potential to roll positions without a tax event (turning ST to LT if holding a year)"
X Link 2023-02-11T00:25Z 40.6K followers, [---] engagements

"Now only if I didnt own small caps"
X Link 2023-03-17T16:07Z 42.6K followers, [----] engagements

"Which firm is going to launch a T-bill ETF and brand it as a Savings Account Fund (ticker $SVGS)"
X Link 2023-03-17T17:23Z 40.6K followers, [----] engagements

"Great organization to help bring diversity into financial planning Last year I mentioned that @FinServOrg was looking to the Financial Community at large to help support the next generation by helping us provide scholarships to under-represented students Well. You can do that here: https://t.co/chW6Vx01di Last year I mentioned that @FinServOrg was looking to the Financial Community at large to help support the next generation by helping us provide scholarships to under-represented students Well. You can do that here: https://t.co/chW6Vx01di"
X Link 2023-03-24T18:35Z 40.6K followers, [----] engagements

"@dunkrugering @SkeleCap @conorsen Oaklands poppin right now"
X Link 2023-03-29T03:38Z 42.2K followers, [---] engagements

"@nope_its_lily Was just talking to @BobBrinker about this exact fund. [--] month t-bills at 4.8% (not taxed at state) or national muni money market at a bit north of 4% gets most pretty close enough to 3.6% after tax for now but definitely watching closely"
X Link 2023-03-30T19:39Z 42.6K followers, [----] engagements

"@nope_its_lily @BobBrinker $VMSXX at a bit north of 4%"
X Link 2023-03-30T19:40Z 42.6K followers, [---] engagements

"@NateGeraci @DaveNadig $NOTX 60% non-dividend paying stocks and 40% $BOXX for a no realized gain 60/40 exposure @alphaarchitect"
X Link 2023-04-27T13:54Z 40.6K followers, [----] engagements

"$JPM is up (checks math) $13B on the news of the takeover"
X Link 2023-05-01T14:56Z 40.6K followers, [----] engagements

"@alphaarchitect only downside is in a fidelity account there is less need for $BOXX"
X Link 2023-05-24T16:19Z 39K followers, [---] engagements

"@pansareV @DavidTaggart @alphaarchitect $BOXX is great for a balance you know will stay. I had effectively converted my account to my bank account (paychecks in bill pay out) that I will again convert my Fidelity to. You need the auto sweep feature to make that happen unless you want to just sit in 0% cash"
X Link 2023-05-24T16:33Z 39.2K followers, [---] engagements

"Bought a record player earlier this year because Im a middle aged white guy going through the standard mid-life crisis. Current collection"
X Link 2023-05-26T15:58Z 39K followers, [----] engagements

"@shanas621 @JosephOnions @FondueMgr @JulianKlymochko @philbak1 @David_Dierking @NateGeraci @agf_us Since inception: 100% VBAIX: 8.5% return / 9.7% stddev 100% VBAIX with 33% BTAL overlay: 8.4% return / 8.1% stddev Clear diversifier challenge historically may have been how to allocate without moving from core assets but with overlay products now available its easy to do"
X Link 2023-06-15T14:54Z 42.2K followers, [---] engagements

"@EricBalchunas Would make sense for an individual to trade through an exchange if they owned the underlying Bitcoin but with Coinbase they do not so completely agree"
X Link 2023-06-15T21:27Z 39.1K followers, [--] engagements

"@prof_mcarvalho Never had it no Cava spots up here. Plenty of good Mediterranean food here though"
X Link 2023-06-15T22:10Z 42.2K followers, [--] engagements

"High yield quickly approaching 9% yields and still the narrowest yield pickup vs t-bills (mostly given curve inversion) since right before the GFC. Cheap or expensive I personally would not own here"
X Link 2023-06-23T15:25Z 39K followers, [----] engagements

"@NateGeraci Average brokerage account balance is like $2500 there best guess this is less. If less than $1300 (likely) the average user has a negative net interest rate with them. Certain companies are consistently evil"
X Link 2023-06-28T02:12Z 39.2K followers, [---] engagements

"@FiSurgi @EricBalchunas Sixers will be better next year"
X Link 2023-06-29T21:14Z 39.2K followers, [---] engagements

"@DaveNadig @MikePhilbrick99 Im no Canadian economist but it sounds like the impact of interest (not prices) on Canadian mortgages (given theyre broadly all variable - at least how wed define it) is the largest current contributor to Canadian CPI which they are using to justify further rate hikes"
X Link 2023-07-07T19:15Z 39K followers, [--] engagements

"@Prashanth_Krish Not always here in CA but nationally rule of thumb had typically been rent mortgage. Guessing mortgage is 3x rent here now"
X Link 2023-07-11T13:45Z 39.2K followers, [---] engagements

"@matthague1 @MarshallMoon23 BIL has had a surprising (for what it is) premium or discount over time. Not bad if transacting on the right side of that but not great if you catch it wrong. That said tell tale sign is what does average Schwab customer hold with cash. Guessing way too much 0% yield"
X Link 2023-07-11T15:13Z 39.2K followers, [--] engagements

"I wish this were because bonds (with the exception of Treasuries) should typically* not be owned in an ETF wrap * credit should largely not be owned at all strategically (via ETF or MF) but if owning credit tactically owning through ETFs that dislocate vs NAV is fine"
X Link 2023-07-11T17:22Z 39.2K followers, [----] engagements

"@mr_victor7 Old post: Gist: -Most credit return comes from duration (rates exposure) -Spread return is very poor risk / return trade off -Better off just owning equities and treasuries strategically for return liquidity and tax efficiency"
X Link 2023-07-11T17:45Z 39K followers, [---] engagements

"@realkpr16 @jimtalksdata What are the benefits for anyone of being at Schwab vs Fidelity"
X Link 2023-07-11T21:24Z 39.2K followers, [--] engagements

"Me: freshman year while passing around a joint in the dorms after taking my first Econ [---] class. Also me: the enjoyment Id get from Scrooge McDucking a billion dollars a few days before dying is more than Id get from stuffing my face with canned tuna a few days before dying"
X Link 2023-07-12T02:59Z 39.2K followers, [----] engagements

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