Looking at CMAs from large banks. HFRI HF index forecasted to outperform large caps with half the volatility. Is this just a sales tactic - have they no shame?
Continually surprised by the focus on individual securities and lack of focus on asset allocation & investment philosophy. Maybe that’s because market commentary is sexier than investment policy.
My recently formed SPAC acquired half of a 20 lb turkey. The stuffing served as the incentive shares for the managers. Need a nap before I blow chow all over the shareholders. Happy turkey day!
With rates next to zero (below zero real rates) has it ever been more important for investors/allocators to analyze and understand time horizon and risk tolerance?
New round of PPP FAQs released today! It's like Christmas morning....only you're a 5 year old who wanted the G.I. Joe with the kung-fu grip but received crew socks instead........#PPPLoan
239K Followers 3K FollowingI create, incubate, own, oversee, and eventually sell businesses. Then, Chilis. @hirewithnear, @holdcoconf, @alamofireworks, @cyberfortress, Union Media + more.
12K Followers 811 FollowingCEO @ Evermore Industries where we invest in and help operate amazing small businesses // Notre Dame // Bain Capital // Stanford GSB
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10K Followers 4K Followingonce l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
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21K Followers 3K FollowingI like stocks, leverage, nicotine, open borders, hotels, and Coca-Cola. I work in wealth management/family office services. Personal thoughts, not advice.
20K Followers 2K FollowingI buy and manage small multifamily in Kansas City 🏙 Invest in micro PE with an emphasis on self funded search w/ SBA debt.📈DMs open. 📩
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20 Followers 97 FollowingCEO @ Evermore Industries where we invest in and help operate amazing small businesses // Notre Dame // Bain Capital // Stanford GSB
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204 Followers 902 FollowingDistressed & Special Situations Investing. All views are my own! Nothing here is financial advice! “There are no bad assets, just bad prices”
166K Followers 4K FollowingOwns many apartment buildings w investors. Manages many more for other owners. Co-founder: @reconvenela & @reseedpartners. Join my mailing list here ⬇️
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374K Followers 757 FollowingMaster shape rotator, tweeting the things you think about but are too scared to tweet (+0m followers on TikTok, never been acquired, not a parody)
12K Followers 811 FollowingCEO @ Evermore Industries where we invest in and help operate amazing small businesses // Notre Dame // Bain Capital // Stanford GSB
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10K Followers 4K Followingonce l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
21K Followers 3K FollowingI like stocks, leverage, nicotine, open borders, hotels, and Coca-Cola. I work in wealth management/family office services. Personal thoughts, not advice.
20K Followers 2K FollowingI buy and manage small multifamily in Kansas City 🏙 Invest in micro PE with an emphasis on self funded search w/ SBA debt.📈DMs open. 📩
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1.1M Followers 305 FollowingNYT Bestselling Author of The 5 Types of Wealth. Gave up a grand slam on ESPN in 2012 and still waiting for it to land. Order my book below 👇
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10.8M Followers 1K FollowingUnmatched perspicacity coupled with sheer indefatigability makes me a feared opponent in any realm of human endeavour.
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1.6M Followers 2K FollowingProfessor of Neurobiology and Ophthalmology at Stanford Medicine • Host of Huberman Lab • Focused on science and health research and public education
241K Followers 1K FollowingAccount no longer active, as explained here:
https://t.co/eS3eVGe4jE
All other green chickens are impostors.
DMs checked infrequently.
303 Followers 255 FollowingAlts Allocator. Work in private equity / real estate / venture capital / private credit industry. Interested in friendly banter with the investment community
68K Followers 2K FollowingPhD Economist, Founder+CEO @ExanteData & @MarketReaderInc Formerly: MD at Goldman, Head of Research at Nomura & Bridgewater. #1 Ranked by Institutional Investor
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171K Followers 322 FollowingSpeculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
71K Followers 2K FollowingMD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
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139K Followers 793 FollowingGlobal Markets Analyst @Investingcom + I run the https://t.co/6oJBJzhu57 Twitter account.
Born and raised in New Jersey. Currently in Tel Aviv.
9K Followers 658 FollowingThe “Digital Acquisitions” guy. CEO of a publicly traded portfolio of around 20 internet businesses. ($ONFO). Follow for strategies on buying digital co’s.
204 Followers 902 FollowingDistressed & Special Situations Investing. All views are my own! Nothing here is financial advice! “There are no bad assets, just bad prices”