Cullen Roche @cullenroche
Helping people make smarter & more disciplined decisions with their money. | Founder & CIO @disciplinefunds 📊 | Author @pragcap 📖| PM of $DSCF 💰 disciplinefunds.com Encinitas, CA Joined February 2009-
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Cullen Roche retweeted
With everything going on in macro and strong opinions on both sides, it is a good time to get a pragmatic take Next Tuesday at 6PM ET, @spotgamma and I will get exactly that when we talk live with @cullenroche for our charity event Get notified youtu.be/d6LB0AqFeT8
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I liked this article by @jasonzweigwsj about how to own bonds. Bonds are for principal stability and a fixed income portfolio should be comprised mostly of TBills and intermediate instruments. Long bonds operate more like insurance, have negative real returns except during…
This is your periodic reminder that MMT people love to make lazy generalizations implying that govt debt is good because “public deficit = private surplus”. This is as silly as saying corporate debt is necessarily good because “corporate debt = non corporate surplus”.
Seems like an easy choice.
Seems like an easy choice. https://t.co/gmJnvgqgRw
Everyone moves to Miami, cocoa prices skyrocket. This was predictable.
Everyone moves to Miami, cocoa prices skyrocket. This was predictable.
Historically, initial jobless claims will average a 40%+ increase YoY when we're in a recession. The current reading: -5.9%.
This is the right take on this issue.
The bad news about "higher for longer": the Fed is gonna keep trying to slow the economy. The goods news about "higher for longer": savers have another 12-24 months of 5%+ risk free high yields.
This Tweet is titled “How to Annoy Everyone” The tweet: The economy is not as bad as Republicans believe and not as good as Democrats believe.
I think the reason this happens to rich people and finance types is that when you spend decades obsessing and stressing about financial wealth you realize that health is the ultimate wealth.
I think the reason this happens to rich people and finance types is that when you spend decades obsessing and stressing about financial wealth you realize that health is the ultimate wealth.
So Iran was like “I hit him because he hit me first, I’ll sit in my room for 30 minutes, now please don’t bother me”.
You have to exercise for an extra 30 minutes when the S&P500 is down more than 1%. I don’t make the rules. 🤷♂️
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