Paul Damon @KeramasMarComms
Sharing insights & news on funds, investments, markets & economics. Helping asset managers w/ PR, Content, Marketing & IR when not surfing. President, Keramas. keramas.net San Francisco, CA Joined November 2013-
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“I always say, one month is no months, but three months—that’s at least one real month." Chicago Fed President Austan Goolsbee via @NickTimiraos @WSJ wsj.com/economy/centra…
"Destiny Tech100′s massive premium represents a unique opportunity for investors to enrich others at the expense of themselves." Jack Shannon, senior manager research analyst @MorningstarInc reuters.com/markets/us/fun… $DXYZ
Newt with the inspiration for the day “Brave men die but once,” Gingrich said. “A coward dies a hundred deaths.” ft.com/content/8c68cb…
'Greeks do Greeks' via @emily_graffeo @markets. Options trading and liquid alts leader @Calamos will bring a series of #StructuredProtection ETFs offering 100% protection from loss over 1yr periods. Launching each month through April, starting with $CPSM bloomberg.com/news/articles/…
Zeitgeist? "the giant companies that study us... have reached a conclusion that economists & pollsters have also found: We are unhappy—squeezed by inflation, troubled by global conflicts and worried about an acrimonious presidential campaign season." wsj.com/business/mood-…
Princeton endowment chief sees ‘worst ever’ private equity climate ft.com/content/cc6601… via @FT
There have been record 168 ETFs launched this year, a good 68% above the 2022's record pace. Lot of active and derivatives-type products being launched as vanilla beta has been had and plus you can't make any money there anyway cuz fees are nothing. via @SirYappityyapp
“We saw tech continue to lead buying in '23, so positioning there is quite saturated. We have not seen significant selling, but a rotation into industrials, materials etc, where there is potential for more growth uplift.” L.Cooper via @SteveJohnson000 @FT ft.com/content/949589…
"Instead, I was surprised to find my sabbatical brought a quieter joy: the chance to enjoy the life I already had." @RachelFeintzeig @WSJ "Work & Life" columnist writes about her month off from work wsj.com/lifestyle/care…
Let it be known #FinTwit, that 4 as big of a supporter @NateGeraci may be of #crypto, @ETFStore hold a "small allocation to gold" in their model portfolios, but not yet $BTC #ETFs. @etfcom's new "Advisor Upside" podcast from @BenjiWriter has the details: etf.com/sections/podca…
“Huge fiscal spending, the trillions needed each year for the green economy, the remilitarization of the world and the restructuring of global trade—all are inflationary." Visionary Jamie Dimon wrote to $JPM shareholders that rates could spike. @ajsaeedy wsj.com/finance/jamie-…
Being a retirement economist is "secure because, while there is always an audience for ideas on 'how to solve the retirement problem,' no one has much of an incentive to act on them." @AllisonSchrager @opinion bloomberg.com/opinion/articl…
RIP Billyburg. Unrecognizable from the first time skateboarding over the Bridge to go to Bembe on a Thursday night in 2007 bloomberg.com/news/articles/…
The U.S. issued a record $23 trillion worth of debt in 2023, surpassing the Covid-19 borrowing spree
Eric Balchunas @EricBalchunas
266K Followers 3K Following Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.Todd Rosenbluth @ToddRosenbluth
12K Followers 772 Following Head of Research at @Vetta_Fi Please note: retweets are not endorsements.Exchange 2025 🔜 La.. @exchangeETF
2K Followers 497 Following #ExchangeETF 🔜 March 23 – 26, 2025📍@VirginHotelsLV, Las Vegas Get 2025 updates: https://t.co/GUUq7o9MU3Phil Bak 🎩 @philbak1
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39K Followers 2K Following VettaFi is a provider of indexing, data & analytics, industry leading conferences, and digital distribution services to ETF issuers and fund managers.Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️Tom Lydon @TomLydon
12K Followers 5K Following Vice Chairman of @Vetta_Fi | Investment Advisor & Author📊 ‘ETF of the Week’ podcast now streaming: https://t.co/oGbMRC112dMonocle Man @MonocleMan1
8K Followers 6K Following Endowment investor, father, husband to @sarahheer1. Passionate about liberty, investing, CFA/CAIA, sports. Amateur musician. All opinions my ownETF Hearsay by Henry .. @ETFhearsay
7K Followers 1K Following 𝐇𝐄𝐀𝐑𝐒𝐀𝐘=𝗛enry's 𝗘TF, 𝗔lert, 𝗥esearch, & 𝗦trategic 𝗔nalysis s𝗬stem ETF Analyst @BBGIntelligence • xSPDR • xiShares • Opinions are my own @BloombergWes Gray 🇺🇸 @alphaarchitect
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7K Followers 3K Following Managing Editor, https://t.co/v0JKpu40MR Host of Transparency with Diana B., a podcast about advisors' personal struggles and healingJames Seyffart @JSeyff
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246 Followers 215 Following he/him/his Marketing Writer at VettaFi I did it for humanity, whom I loveAnthony Stich ➡️ .. @anthonystich
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3 Followers 68 Following From Hong Kong, currently in Spain.Raised in a business family and fluent in English Looking to make friends. Let's connect! https://t.co/1KSq3zMDqckang jay @jay_kang14527
8 Followers 115 FollowingMiah Friesner @mi_fries
64 Followers 5K FollowingMichelle Lambdin @MichelleLa74349
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44 Followers 5K FollowingMike In Space @mikeinspacee
254 Followers 701 FollowingMolly Llanes @LlanesMoll14199
95 Followers 5K FollowingGeorgia Bartash @GeorgiBarta
15 Followers 3K FollowingDani Burger @daniburgz1
354 Followers 2K Following Anchor @bloombergtv Bloomberg Brief 10am Uk 5am ET. All things markets and investing. future sled dog racer.Hoos [email protected]Ponnala srinivas bhar.. @BharathPonnala
403 Followers 8K FollowingMaggie Hasenfratz @MaggieHase89990
80 Followers 5K FollowingHaven Ota @OtaHaven32532
75 Followers 5K FollowingAnnabella Eakin @annabell_eaki
90 Followers 5K FollowingAnnis Glembocki @AnnisGlemb20875
55 Followers 5K FollowingAngelina Towle @TowleAngel2913
77 Followers 5K FollowingCharlie Bilello Priva.. @PrivateBilello
13K Followers 11K Following l'll discuss mainly about the Price Action analyses of the Stock Market. Exclusively for Elite Traders, Just for a Selected Few. MAIN PAGE: @charliebilelloStorm @Storm7783060500
27 Followers 1K FollowingEric Balchunas @EricBalchunas
266K Followers 3K Following Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.Todd Rosenbluth @ToddRosenbluth
12K Followers 772 Following Head of Research at @Vetta_Fi Please note: retweets are not endorsements.Nate Geraci @NateGeraci
32K Followers 435 Following President @ETFStore, Host @ETFPrime, Co-Founder @ETF_InstituteBen Johnson, CFA @MstarBenJohnson
20K Followers 573 Following Head of Client Solutions, Asset Management, Morningstar. "All I know is that I don't know nothing. And that's fine." Opinions mine.Dave Nadig @DaveNadig
20K Followers 679 Following Free Agent Financial Futurist. Connecting dots between humans and finance. DMs open, LinkedIn works. https://t.co/oKWq31HJWg for more.Exchange 2025 🔜 La.. @exchangeETF
2K Followers 497 Following #ExchangeETF 🔜 March 23 – 26, 2025📍@VirginHotelsLV, Las Vegas Get 2025 updates: https://t.co/GUUq7o9MU3Douglas A. Boneparth @dougboneparth
269K Followers 624 Following President at Bone Fide Wealth • CNBC Advisor Council • Memelord • Posts ≠ Financial Advice • The Joint Account: https://t.co/CNtZzhgQMuRamp Capital @RampCapitalLLC
345K Followers 620 Following Master shape rotator (+0m followers on TikTok, never been acquired, not a parody)Phil Bak 🎩 @philbak1
26K Followers 4K Following ceo armada: quant reit investing. narratives drive flows. weekends are for memes. ✌️WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.Joe Anthony ~ Financi.. @joeanthony
3K Followers 4K Following President @GregoryFCA helping finserv brands grow their marketplace visibility through PR, digital marketing, social media, savvy content, etc.Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness loverMichael Antonelli @BullandBaird
33K Followers 2K Following Mkt Strategist at @rwbaird and author of “Bull and Baird,” a mkt blog. All tweets are opinion, I do not produce research. Chicago MBA [email protected]Shana Orczyk Sissel ".. @shanas621
9K Followers 2K Following Founder & CEO @Banrion_Capital, Masshole, Worcester Born & Raised ❤️ Hawkeyes. Queen of Alternatives™️ Seen on @FoxBusiness @business @CNBC @TDANetwork @cheddarKatie Greifeld @kgreifeld
95K Followers 2K Following markets & macro @business, anchor of 10am ET and ETF IQ on @bloombergtv. @haverfordedu / @columbiajourn alum. ktkaos on Insta/Threads. Opinions mine.VettaFi @Vetta_Fi
39K Followers 2K Following VettaFi is a provider of indexing, data & analytics, industry leading conferences, and digital distribution services to ETF issuers and fund managers.Barry Ritholtz @Ritholtz
220K Followers 3K Following Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive DissonanceBen Hunt @EpsilonTheory
167K Followers 2K Following Hope has two beautiful daughters - Anger and Courage. Anger at the way things are, and Courage to see that they do not remain as they are. - St. AugustineClifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.Francis Fukuyama @FukuyamaFrancis
268K Followers 805 Following Senior Fellow at Stanford's Freeman Spogli Institute, Director, Ford Dorsey Masters in Intl Policy @StanfordCDDRL Instagram: francis.fukuyamaJared Dillian @dailydirtnap
83K Followers 918 Following Author of STREET FREAK, ALL THE EVIL OF THIS WORLD, THOSE BASTARDS, NO WORRIES, and NIGHT MOVES (coming soon). Writer, investor, electronic music curator. MFA.Venn @VennTwoSigma
1K Followers 418 Following Venn is a factor-based analytics platform designed for asset owners managing multi-asset class portfolios, including those with an alternatives allocation.Burt White @_BurtWhite
11K Followers 989 Following Chief Strategy Officer of @CarsonGroupLLC; On a Noble Quest to Help You Find Your Freedom! Advisory services through CWM, LLC, Registered Investment Advisor.Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + TechMarkets & Mayhem @Mayhem4Markets
191K Followers 844 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36FnJose Ordoñez Jr. @JOrdonezJr
398 Followers 105 Following VP - Financial Education at Alpha Architect. Factor Investor: Value, Momentum, Trend. 🙌🏽Kian @slhzdh
147 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.Warren Pies @WarrenPies
38K Followers 2K Following Founder @3F_Research...Formerly with Ned Davis Research, Recovering Attorney (step 4), Highlighting when I'm rt...downplaying when I'm wrong.KeyPaganRush @KeyPaganRush
4K Followers 820 Following Finance-Noob, Retail carrywhore, Biotech stonk punterYann LeCun @ylecun
711K Followers 718 Following Professor at NYU. Chief AI Scientist at Meta. Researcher in AI, Machine Learning, Robotics, etc. ACM Turing Award Laureate.Beth Stanton @beth_stanton
9K Followers 2K Following @business editor for US interest rates. Monitoring Treasuries, futures, TIPS since 1997. [email protected]. Opinions mine & @compostmaven’s.The Investments Lawye.. @investing_law
23K Followers 402 Following Investment funds + securities lawyer. $Billions raised. Ex @lathamwatkins / @DLA_Piper / @ColumbiaLaw. Tweets are never legal advice (for that, hire a lawyer).Asset Allocator @allocator_asset
4K Followers 170 Following Core-Satellite Investor | Core Investments: #ETFs | Satellites: #Trendfollowing & Wide Moat Stocks | No Financial AdvicePaul R. La Monica @LaMonicaBuzz
50K Followers 5K Following All stocks and economy. All the time. Except when I mix in references to sports and pop culture. Senior markets analysis writer @barronsonline. Ex-@CNNBusiness.FA Magazine @FAMagazine
195 Followers 105 Following Financial Advisor provides readers with sophisticated planning and investment strategies to help them better manage their affluent clients. https://t.co/1DqoX6FRQqHunter 🌆 @rhunterh
16K Followers 2K Following Talking REITs for @armadaetfs, Listed real asset situations and other investment truths at Lewis Enterprises / @DailyGalbraithDavid Foulke @Foulke_David
2K Followers 362 Following Entrepreneur, quant investor. Author of DIY Financial Advisor (https://t.co/RzqsnDdYJM).Lisa Scherzer @lisascherzer
6K Followers 5K Following Finance writer/editor. recent bylines @barronsonline. former editor @citi and @YahooFinance.François-Xavier BAUD @FXBAUD
2K Followers 4K Following Happy Father of 3. Convertible bonds, Event-driven, Ruby on Rails fan and WindFoil addict. My tweets are my own views...Sebastien Cabral @thetrinianalyst
942 Followers 55 Following ETFs. Markets. Economics. Opinions Are My Own. Research Associate @ @bloomberg @bbgintelligenceCharles V Payne @cvpayne
919K Followers 18K Following Trying to make sense of this world while becoming the man my mother raised- I give a damn, love my family and country...and making people $$$$Justin J. Carbonneau @JJCarbonneau
3K Followers 166 Following Excess Returns Podcast https://t.co/ZtlENIzDd9 (YouTube) https://t.co/LK7az24L7z (audio) Research https://t.co/j5E7tLMnXY Private Investment Management https://t.co/ynrPfTEi58Marko Papic @Geo_papic
44K Followers 87 Following Chief Strategist at Clocktower Group. Author of Geopolitical Alpha. Views on Twitter are my own.MicDropMarkets @MicDropMarkets
2K Followers 2 Following Podcast series with hosts @chigrl and @Raphfel covering global markets, finance, and geopolitics. Wed. X spaces w/ @chigrl Sponsorships: micdropmarkets@gmailStefan Schumacher @DeathStripMall
388 Followers 396 Following Check out my Substack Total Returns about life and investing: https://t.co/AESarS3NGzAshley the CPA 🌿 @seattle_tax
8K Followers 610 Following Microsoft MVP - BizApps and MS365. I talk about trusts, taxation and technology, not necessarily in that order. Actively trying to give AI my job.Bob Iaccino @Bob_Iaccino
6K Followers 2K Following Co-Founder of Path Trading Partners & frequent financial TV guest. Co-Host of Futures Edge Podcast with @jimiuorio. Here: https://t.co/JPq1lurkelLauren Tara LaCapra @LaurenLaCapra
10K Followers 2K Following New Yorker, dog lady, T1D, half of LaCrowens. Markets editor at Bloomberg, “Renowned for wearing leopard prints.” — Maeve DuVallyJane Edmondson @EQMIndexes
1K Followers 1K Following Head of Thematic Strategy, @VettaFi Your Index Partner. Custom index and benchmark solutions. Tweets are NOT investment advice.Jack Fischer @JackRFischer
531 Followers 765 Following Based in Chicago, Wake Forest University grad, former professional baseball player. Senior Research Analyst, @LSEGplc Lipper. Member of CIFSC.Crypto Crystal @crystalkimmm
5K Followers 3K Following crypto reporter @axios 📧https://t.co/WhW9W4Vocp(at)axios(dot)comBluOceanGlobalWealth @BlueOceanGW
48K Followers 6K Following We help our clients gain clarity & confidence about their financial lives. Our #BlueOceanStrategy is Education. #BeautyofFinance #CFPBoardAmbassadorJerry Parker @rjparkerjr09
30K Followers 413 Following Vintage Retro Classic Trend Following + Nothing™ No mean-following. Not Managed Futures. Trend Following Alone. Furu and self-proclaimed outlier hunter.Michael Harris 📈 @mikeharrisNY
30K Followers 766 Following Quant trading and investing Premium: https://t.co/0w6F0AovhM Free book: https://t.co/DjoqoCQm6u Subst@ck: https://t.co/LRjcyV5kOx No advice.Julian Klymochko @JulianKlymochko
26K Followers 1K Following CEO and CIO @AccelerateFT | Powering Diversification with Leading Alternative Investment SolutionsRichard A. Abbey @annerquaye
2K Followers 992 Following Reporter @business | Fellow @pulitzercenter | @Columbia Alum | Views are mine. RTs Not EndorsementNewton Kendrick @NKendrick
443 Followers 2K Following cross asset portfolios; Air Cav @Army_Aviation; @DardenMBA; Lacrosse @WLUnewsMatthias Hanauer @HanauerMatthias
3K Followers 534 Following Director Quant Equity @Robeco | Bridging Academia and Industry 💡| Exploring Factors, ML, and International Data 🚀RPAR @rparetf
100 Followers 376 Following Some of the most sophisticated institutional investors in the world use risk parity. For important information about RPAR please visit https://t.co/TfM36Z34NE.Artur Sepp: Systemati.. @ArturSepp
8K Followers 438 Following All views systematic https://t.co/hz2IJAhW7R. Quant of the Year by Risk Magazine: https://t.co/YFnYNK11ytSyl Flood @SylFlood
319 Followers 448 Following I work for Morningstar, but opinions here are my own. My interests vary widely--investing, sports, history, and in general seeking the truth.One to think about - actively managed Fixed Income ETFs have never seen a 5% 10yr yield… big time opportunity for issuers to grow market share.
Great angle - congrats to the @wealth_mgmt edit team @PatDonachie @alihibbs @Diana_Britton @robaburg @michaelhsamuels @ddjanowski Best News Coverage @SIIA #nealawards
Hey, @RampCapitalLLC, remember this one? 😂
BOOM: S&P 500 stocks with lower passive ownership have beaten the most passively owned stocks over varying time horizons = just one amazing finding/chart from @psarofagis new explosive study that disproves much of the Passive fearmongering out there.
My thought is you should either own rental properties or don’t Don’t own just 1 I don’t know anyone happy owning 1 So much to learn to not be replicated
Will 5% Treasury yields spell doom for the stock market? Maybe but history shows the stock market has handled higher rates in the past awealthofcommonsense.com/2024/04/will-h…
Miami is 'ground zero' for climate risk. People are moving to the area and building there anyway cnb.cx/4dcviNX That oversized climate risk carries financial implications for residents. Miami-Dade County officials work to adapt and make the city livable into the future.
ETF Spotlight: Invesco $QQQM Outshines $QQQ etf.com/sections/news/…
Smh
There’s a lot of things about humans that I don’t understand. Near the top of that list is the desire to be the first one to board a plane. Why would you want to be stuck inside a metal tube for any longer than you have to be??
The second issue of @iimag Officium, my family office newsletter, comes out in one hour! It's free — why wouldn't you sign up and learn more about this increasingly influential group of investors? Subscribe below: confirmsubscription.com/h/d/962FFF8543…
Today is my last day at @WSJ. I’m joining Yardeni Research as their chief markets strategist, working for Ed Yardeni. Grateful to have worked with truly exceptional colleagues at the Journal. I’m excited to join Yardeni soon; you can reach me at [email protected]
Know some of you annoyed w/ my constant crypto-related tweets… Just trying to follow the puck. IMO, crypto is here to stay. You may not like that. At this point, if you’re not *at least* paying attention, you’re basically still shopping at Blockbuster or posting on MySpace.
@NateGeraci When I meet a skeptic, I ask them if it’s not wise to have a 3% allocation. If they say “no, it’s dangerous” I then ask them what would be a better allocation that’s not in the S&P 500. This changes the discussion to be a bit more open minded. Sometimes I’ll get from them:…
It wouldn't shock me if a portfolio of 60% US REITs and 40% longish TIPS beats most standard 60/40 allocations for the next decade. REITs are at a P/FFO of 15x-16x (their historical avg), while the broad US market is at historical nosebleed prices. (Not indiv investment advice)
Princeton endowment head says 40% allocation to PE was, in retrospect, not his best idea: on.ft.com/3W5yJ33
🔬 Research links: disappointed risk parity investors, comparing quality and low vol, and the search for intangible value overseas. buff.ly/44agUS8 image: buff.ly/49KIE0R