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@KiwiPMI "At first blush the return profile vis-a-vis beta on SPY vs QQQ as proxies for the S&P XXX and Nasdaq respectively currently appear well behaved. /2"
X Link @KiwiPMI 2025-10-06T20:26Z 8204 followers, XX engagements

"Posted Betas per BBG SPY X - XX Top Holdings NVDA 1.89x MSFT 0.98x AAPL 1.07x AMZN 1.24x META 1.18x AVGO 1.93x GOOGL 1.05x TSLA 1.58x GOOG 1.03x BRK-B 0.67x /5"
X Link @KiwiPMI 2025-10-06T20:26Z 8204 followers, XX engagements

"@cetier1 Caixabank and some smaller Spanish banks would have ceased to exist had the Spanish regulator not accepted DTAs post the GFC. Those assets completely recapped Caixabank ex pain. See chart XX trough - 2011. It then fell from hedge fund graces and band traded from 2011 - 2021"
X Link @KiwiPMI 2025-10-15T16:48Z 8205 followers, XX engagements

"YTD Top Ten Holdings of the SPY: X - XX Total Return. Also elevated relative to S&P YTD returns. /4"
X Link @KiwiPMI 2025-10-06T20:26Z 8205 followers, XX engagements

"On rare earth minerals the real reason why the so called west doesnt have REE refining capacity. Thank ESG overreach. 👇👇👇 Not So Green Technology: The Complicated Legacy of Rare Earth Mining"
X Link @KiwiPMI 2025-10-13T16:58Z 8204 followers, 1744 engagements

"@engo2_a @piersmorgan You just cant play the rational card here its all just rhetoric and noise. Reality is irrelevant"
X Link @KiwiPMI 2025-10-13T18:25Z 8205 followers, XXX engagements

"@WolfCapitalOpp @simon_ree @agnostoxxx @Dr_Gingerballs Agree with Gingerballs. You could also look at the overblown sell off in names like Adobe CRM etc and then at the consultants i.e. Accenture etc"
X Link @KiwiPMI 2025-10-06T11:59Z 8205 followers, XX engagements

"Homework Assignment. Now run 2022 returns and calibrate why the S&P XXX and Nasdaq plummeted as badly as they did. Then run total return on the top XX SPY names also for 2022. Extra Credit - estimate 2022 actual betas (vs posted) on the top ten SPY holdings. /6"
X Link @KiwiPMI 2025-10-06T20:26Z 8205 followers, XX engagements

"YTD Top Ten Holdings of the SPY: X - X Total Return. Very elevated relative to S&P YTD returns. /3"
X Link @KiwiPMI 2025-10-06T20:26Z 8205 followers, XX engagements

"This won't help ASML and ASM sales in China. Perhaps the more interesting story is the seizure ring fences Dutch IP but also it's semi talent"
X Link @KiwiPMI 2025-10-13T12:48Z 8205 followers, XXX engagements