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[@AlephBlog](/creator/twitter/AlephBlog)
"Accounting Firms Say Foreign Issuers Face Major Obstacles if SEC Mandates US GAAP GAAP vs local IFRS doesn't matter much. GAAP in its own ways is inconsistent across industries acquisitions vs organic growth etc. It would be bad to lose foreign listings"  
[X Link](https://x.com/AlephBlog/status/1981822134537388395) [@AlephBlog](/creator/x/AlephBlog) 2025-10-24T20:36Z 12.5K followers, XXX engagements


"Equinor to Subscribe for Orsted Shares Worth Up to $XXX Million in Rights Issue Orsted gets to survive until wind energy has a friend again. $EQNR $DNNGY"  
[X Link](https://x.com/AlephBlog/status/1962617287967445305) [@AlephBlog](/creator/x/AlephBlog) 2025-09-01T20:43Z 12.5K followers, XXX engagements


"Morningstar is feeling CRSPy Will $MORN broaden the ability of ordinary people to use the CRSP database Probably not.🙁"  
[X Link](https://x.com/AlephBlog/status/1970633662770118705) [@AlephBlog](/creator/x/AlephBlog) 2025-09-23T23:37Z 12.5K followers, XXX engagements


"How Newell Brands onshored the manufacturing of Sharpie pens to a 37-year-old factory in Tennessee while enhancing quality and without raising prices Lots of automation"  
[X Link](https://x.com/AlephBlog/status/1975232563934584891) [@AlephBlog](/creator/x/AlephBlog) 2025-10-06T16:11Z 12.5K followers, XXX engagements


"S. Koreas property market rally gained further momentum reinforcing a decision by the central bank to refrain from lowering interest rates as it waits for government housing measures to cool demand Too many people for the land; they will stop having kids"  
[X Link](https://x.com/AlephBlog/status/1981562071948116210) [@AlephBlog](/creator/x/AlephBlog) 2025-10-24T03:23Z 12.5K followers, XXX engagements


"Whats up with private credit ratings The SVO has never been that great with ratings themselves; they are usually too conservative. But we are likely going to learn the hard way that the new raters are too liberal in their credit judgment of smaller firms"  
[X Link](https://x.com/AlephBlog/status/1981830066842873967) [@AlephBlog](/creator/x/AlephBlog) 2025-10-24T21:08Z 12.5K followers, XXX engagements


"Global investors who poured billions into Chinas property market are now staring at steep losses and fears of a "lost decade" Foreigners bought high and are selling lower fearing that prices might go lower skill"  
[X Link](https://x.com/AlephBlog/status/1980778634119114998) [@AlephBlog](/creator/x/AlephBlog) 2025-10-21T23:30Z 12.5K followers, XXX engagements


"Wells Fargo was reeling from scandal. Jamie Dimon protg Charlie Scharf bet his career on saving the 173-year-old bank Excellent piece. Long but worth a read"  
[X Link](https://x.com/AlephBlog/status/1981827002790457732) [@AlephBlog](/creator/x/AlephBlog) 2025-10-24T20:55Z 12.5K followers, XXX engagements


"Distortions are emerging in two corners of the US equity market as Wall Streets obsession with derivatives-powered products reshapes the investment landscape It seems that longer-term dividend futures are cheap"  
[X Link](https://x.com/AlephBlog/status/1981886261318013186) [@AlephBlog](/creator/x/AlephBlog) 2025-10-25T00:51Z 12.5K followers, XXX engagements


"The Fed Will Soon End QT to Avoid a Financial Plumbing Problem Interesting that SOFR has risen above IORB. It will be interesting when Powell's term as chair ends. It would be interesting if remained on the Board of Governors"  
[X Link](https://x.com/AlephBlog/status/1982183611949261201) [@AlephBlog](/creator/x/AlephBlog) 2025-10-25T20:32Z 12.5K followers, XXX engagements


"T. Rowe is planning to launch its first cryptocurrency fund a bold move for the mutual-fund giant that mostly trades in traditional stocks and bonds I like my friends at $TROW but crypto & PE are not suitable investments for retail"  
[X Link](https://x.com/AlephBlog/status/1981448145188913442) [@AlephBlog](/creator/x/AlephBlog) 2025-10-23T19:50Z 12.5K followers, XXX engagements


"Nvidia plans to make a $X billion equity investment in Nokia an apparent vindication of the Finnish companys pivot from mobile networking kit into AI $NVDA has too much money to burn"  
[X Link](https://x.com/AlephBlog/status/1983265592162574816) [@AlephBlog](/creator/x/AlephBlog) 2025-10-28T20:12Z 12.5K followers, XXX engagements


"The candidate pool for the next Federal Reserve chair has been narrowed Treasury Secretary Scott Bessent says. Here are the names. Christopher Waller Kevin Warsh Kevin Hassett Michelle Bowman and Rick Rieder. Rick Rieder is the surprise. Bright guy"  
[X Link](https://x.com/AlephBlog/status/1982904219637297216) [@AlephBlog](/creator/x/AlephBlog) 2025-10-27T20:16Z 12.5K followers, XXX engagements