Jeremy Goldberg @jeremygpt
Chartered Financial Analyst. CFP® Professional. MS in Finance. Portfolio Manager & Research Analyst. linktr.ee/jeremy.goldberg Florida Joined October 2010-
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My wife said the Taylor Swift double album midnight release was one of her best works yet. This is fantastic news for the US economy!!!! #bullish
Mandated DEI is so bad: thehill.com/homenews/45174…
NVDA has added $256 billion to its market cap overnight. That’s equivalent to: an entire Coca Cola or 2 Goldman Sachs or 3 Fiservs or 4 Northrop Grummans or 5 Arthur Gallaghers or 6 BNY Mellons
Let’s settle this in the octagon boys Hosted by the @ufc with commentary by @TheStalwart
Let’s settle this in the octagon boys Hosted by the @ufc with commentary by @TheStalwart
I received my Jewish Space Laser heavy duty toggle switch. Now, I only need my Jewish Space Laser reactor for the world will be mine!
The 60/40 portfolio is perfect for Thanksgiving. 60% alcohol, 40% food.
This is good data: Source: awealthofcommonsense.com/2023/11/power-… @awealthofcs
A couple of the most powerful Fed Chair quotes: Alan Greenspan, “I know that you think you understand what you thought I said, but I’m not sure you realize that what you heard is not what I meant.” Jerome Powell, “Just close the fucking door.”
"Some people thought Sam Bankman-Fried was the Wizard of Crypto. He was actually the Wizard of Oz." LOL @PowerLunch
great article on bad stock market returns "...let’s look at two different scenarios: Scenario A: You get -15% annual losses in the first ten years followed by 30 years of +20% annual gains. Scenario B: You get 30 years of +20% annual gains followed by ten years of -15% annual…
Ribeye fat turned into beef tallow. Milo is a happy happy happy dog.
Great thread on Instacart by the Dean
Great thread on Instacart by the Dean
P. D. Mangan Health &.. @Mangan150
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My friend @dollarsanddata stopped by for a catchup—he’s working on some really exciting projects
Sadly, many people on weight loss drugs are discovering they wouldn't be "so good looking" if they just lost weight.
New DOL Fiduciary Rule. TLDR - The rule is designed to treat more people as subject to ERISA and IRC fiduciary requirements. The adopting rule release summarizes the new definition of "investment advice fiduciary" as follows: The big takeaway is that companies and people…
Columbia University has just been downgraded to “Non-Target”
"The Art of Stock Picking" is the best speech that Charlie Munger ever gave. He explains how an investor can beat the stock market. The 20-page transcript is a treasure trove and a must-read for all. Today, we're sharing the key points and the full speech:
I went to Disney today and you fucks broke Boden and Mimany? Wtf happened???
The ethics portion of the CFA program led me to believe my career would be fraught with overheard stock tips on elevators
Meet Angus. 8 weeks old The Humane Society didn’t know the breed but we assume he’s a boxer mix of some sort. They estimate he will get to be about 40 pounds.
“I live inside my own heart, Matt Damon” is the new Epsilon Theory motto.
One of the funniest Prince stories is the time he met Matt Damon in 2007 at the London premiere for The Bourne Ultimatum.
Despite some tweets that may seem hyperbolic, I think most people are underestimating how much the ~$18B year-to-date (~$10B of which are quarter-to-date) flows have impacted the valuation of their holdings.
@TheStalwart It's only anecdotal, but I keep hearing "Buyers Remorse" stories from New Yorkers who relocated to Florida; the easy arb trade is over; it's getting crowded + filled with impatient Northerners! bloomberg.com/news/articles/…
Leave the typos in It’s how you differentiate from AI-generated content, and over-edited watered-down corporate speak. Just leave the typos in.
@jeremygpt @lady__bost Same. Dimensional made it a little easier on the eyes 😬
The biggest story in asset management is happening right now, and NO ONE is talking about it. There's over $12T in cap gains exposure in Mom and Pop retirement accounts hanging in the balance. I’ll try my best to unpack it here. 🧵
Talking eternal truths and twitter disagreements with @BullandBaird on the Phil Bak Podcast. Make sure you are subscribed - we’ve got some incredible guests coming up.
A story about my week. On Thursday, I resigned from my job as a bank firm PM in Toronto. I'd been there for over 20 years working my way up until I became an IA first and then a PM. Bought the business from my mentor and had built a decent little book.
@FutureProofAC It was the hardest week. Handing in my resignation. But the support of my junior planner was instrumental. She was a Rockstar throughout it all. So as of Friday, I'm now the Founding Partner of Bird's Eye Wealth Planners. You can find us on Instagram, tiktok and LinkedIn