Masters of Fintwit @MFintwit
Allocator and strategic planner for HNW families. New York, USA Joined December 2018-
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Now do BREIT
Legit bat flip. Excellent HR trot with east coast mobster flare to it
Legit bat flip. Excellent HR trot with east coast mobster flare to it
Simple….not complicated
With 228 companies reporting, 81% are beating estimates by an average of 9.1%. The beats are broad-based across sectors, and the year-over-year growth rate for Q1 EPS has climbed from 2% at the start of earnings season to 5%. So far so good. The calendar year 2024 earnings…
This is true
Great points- I’ll add that the purpose of international stocks isn’t to reduce volatility. It is to reduce the probability that your country or one country produces nothing in terms of a return over a decade/decades
Great points- I’ll add that the purpose of international stocks isn’t to reduce volatility. It is to reduce the probability that your country or one country produces nothing in terms of a return over a decade/decades
Not the cloud seeding?
I just got a chart showing how adding to PE decreases your equity portfolio. I wish they would unsmooth the returns, autocorrelations and true volatility. At least get a little closer to the truth
I know a large real estate operator that overpaid for an asset- 20% above all other bids. They immediately marked it up by another 5% on their books to reflect their valuation. I get wide bid/ask spreads in privates. But this should be illegal. they didnt know they overpaid?
They’re waiving the wrong flag!
They’re waiving the wrong flag!
If this was taking place prior to the civil war the school administration in front of congress would say something like- This is an anti-war protest and some racism things were said. People look back in history and wonder how certain atrocities were committed- this is how
If this was taking place prior to the civil war the school administration in front of congress would say something like- This is an anti-war protest and some racism things were said. People look back in history and wonder how certain atrocities were committed- this is how
Just a little twist of the language to make it negative. Majic
If I pay for twitter will my feed be free from financial advisors I don’t follow?
Why do people that you don’t follow show up on your timeline over and over again? Do they pay for that?
What are some things that you would like planning software to do, but doesn’t?
This is how the Constitution dies. By a tie vote, the amendment to require a warrant to spy on Americans goes down in flames. This is a sad day for America. The Speaker doesn’t always vote in the House, but he was the tie breaker today. He voted against warrants.
Production inputs keep climbing…inflation isn’t dead and no one has won anything.
“The” Chef Sosa @rsosa8
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1.0M Followers 1K Following Public figure, author, physician-scientist, commentator. Turn 🛎️ on! Support: https://t.co/GIz7nZR5ZR https://t.co/onvgKR9f4j@DarthInflation for me, the signal is not whether companies beat estimates, because they generally do (after guiding them lower in the first place). The signal is in the degree by which they are beaten, as measured by the expected growth rate coming into earnings season and the realized growth…
I feel this in my soul!
Happy Monday to everyone except that one compliance officer who doesn't understand the new marketing rules.
38% Private Equity ≈ 60% Equity This is like 80% equity, 10% fixed income, 10% real assets, and 20% absolute return.
"Come to Oregon and be a day 3 pick!"
“This is like a recruiting video for Dan Lanning,” Rece Davis says. Oregon run continues… 102. Troy Franklin (Denver) 108. Khyree Jackson (Vikings) 109. Brandon Dorlus (Falcons) 111. Evan Williams (Packers)
Fuck these people
If you have been on the sidelines....sometime very soon, you will be forced to choose sides.
🔥🙌🫶
Oklahoma just told Joe Biden to take his rewrite of Title IX and shove it. “We will not allow boys in girls restrooms. We will not put boys in girls sports.” Every state that cares about girls needs to likewise not comply with Biden’s perverse Title IX.
a globally diversified stock portfolio that’s 2/3 in US and 1/3 in international, rebalancing every year or two, and stay the course. Consider 2/3 $VTI and 1/3 $VXUS.
This podcast trashes TIPS and inflation indexed bonds as “unnecessary” and as “betting on inflation”. I think this is wrong and, worse, bad advice. For a retiree, it’s holding nominal Treasuries that is speculating on inflation! Two thumbs down. podcasts.apple.com/us/podcast/bar…
We were at about 2500 ft. The plane makes a sudden bank to the right and then goes back up on approach to O'Hare. I hear the engines, white knuckle the armrest, and tighten my seat belt. Pilot comes on to say we had to move to avoid hitting another aircraft in the air
@GellnerDavid Can you even imagine? The smell of beef n cheddar’s drifting up from below all day long. Where do I sign?
This is my favorite thing I've read today. This platform has BY FAR the worst ad algorithm ever. Instagram on the other hand gets way too much sales conversion from me because it's that good. The gap between the two is MASSIVE.
.@elonmusk is exactly right here I wrote similarly in the WSJ: “The multiple gross failures of the University of Pennsylvania and other schools after Oct. 7 weren’t tactical errors or failures of execution. They were an outgrowth of a much broader philosophy that views merit and…
The axiomatic error undermining much of Western Civilization is “weak makes right”. If someone accepts, explicitly or implicitly, that the oppressed are always the good guys, then the natural conclusion is that the strong are the bad guys.
We're at a critical point in history: liberty and freedom is on the verge of extinction thanks to Washington Swamp creatures. We have to decide... do we fight back or roll over and take it? I decided to fight back and SAVE liberty. Rush in NOW to join my fight.
This is how Yellen treats bond investors...
You can organize society via: Globalism Nationalism Tribalism I choose nationalism.
The idea that Putin is going to "march through Europe" is asinine. It was an absurd claim back when this all started but now you'd have to be brain damaged to believe it. Nice job, Republicans. You got rid of your old Speaker and chose someone even worse. Morons.
Speaker Johnson: “We are going to stand for freedom and make sure that Vladimir Putin doesn't march through Europe...We have to project to Putin, Xi, and Iran, and North Korea, and anybody else that we will defend freedom.”