Phil Huber @bpsandpieces
Head of Portfolio Solutions at Cliffwater |🏆 RIA Intel's 2023 CIO of the Year | 📗 The Allocator's Edge | 👨🏻💻 Bps & Pieces | 🤼 Pro Wrestling Aficionado bpsandpieces.com Chicago, IL Joined April 2009-
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The streak continues 🧦 The countdown begins⏳ See you soon @CapitalCamp ⛺️
The Paper Trail: Apples and Oranges 🍎🍊 March’s research roundup features: 🇪🇺 European Buyouts 🛜 Cyber Reinsurance 🪤 Value Traps 🤑 Easy Money Behavior 🏆 Continuation Funds 💧 PE Liquidity 🧮 Alternative Risk Premia bpsandpieces.com/blog/posts/the…
Newborn lessons I have had to relearn The first poop sound is never the last poop sound It is merely the warning shot ⚠️💩
Market Cap Milestones (h/t @MarquetteView) First to... $1 Billion: U.S. Steel (early 1900s) $10 Billion: General Motors (1945) $100 Billion: General Electric (1995) $1 Trillion: Apple (2018) Who will be the first to reach $10T and when will they get there?
Three things: 1. Always meet your heroes 2. Below is one of many examples why @CliffordAsness has been, and remains, one of mine 3. Pissant can never be overused
Three things: 1. Always meet your heroes 2. Below is one of many examples why @CliffordAsness has been, and remains, one of mine 3. Pissant can never be overused
The Paper Trail: Secondary Interests February’s research roundup features: 🥈 PE Secondaries 🌀 Catastrophe Bonds 🪙 Tokenization 🥅 NAV Loans 🧬 Crypto Factors 🎓 Endowment Evolution 🌉 Gateway RE Markets 🦔 Equity Hedge Funds bpsandpieces.com/blog/posts/the…
You’ve been warned. Get out while you still can.
I still get giddy every time a new paper from @ckaiwu hits my inbox. Here's his latest on factor investing in crypto: sparklinecapital.com/post/crypto-fa…
A private equity themed chophouse We’ll call it: GP Steaks
“nominative determinism”
Pretty amazing that the first thing to make a newborn baby smile is their own gas 💨
Super Bowl Sunday hit different this year 💙 Owen Robert Huber 2•11•2024 Our hearts are so full 🫶
Cake and Candles My Lady 🎂 🥳
The Paper Trail: Perpetual Motion January’s research roundup features: ♾️ Perpetual Funds 🍷 Vintage Timing ⭐️ Superstar Brands 🌾 Natural Capital 💧 Liquid Alts 🏗️ U.S. Real Estate ⏸️ Bonds After Fed Pauses bpsandpieces.com/blog/posts/the…
Jim O'Shaughnessy @jposhaughnessy
176K Followers 5K Following https://t.co/15Q9m1GtMQ https://t.co/HGYG4UoYts 🎙
Ben Carlson @awealthofcs
256K Followers 715 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
Clifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
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 Dissonance
Nick Maggiulli @dollarsanddata
167K Followers 381 Following Helping people build wealth since 2017. Author of Just Keep Buying: https://t.co/q98gHouElD
Corey Hoffstein 🏴�.. @choffstein
66K Followers 1K Following CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
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.
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Jake @EconomPic
40K Followers 538 Following An optimist who assumes everyone is full of shit or lazy. Smart because he forgets. Fuck everyone against sensible gun reform. 👨👩👦👦👶🏻🐶🍔🍺🏀⚾️📊🤘
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Jason Zweig @jasonzweigwsj
229K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*
Brent Beshore @BrentBeshore
116K Followers 1K Following @PermanentEquity // @CapitalCamp // @MainStSummit // Author of "The Messy Marketplace" // Former atheist who now follows Jesus
Cullen Roche @cullenroche
89K Followers 2K Following Helping people make smarter & more disciplined decisions with their money. | Founder & CIO @disciplinefunds 📊 | Author @pragcap 📖| PM of $DSCF 💰
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Peter Mallouk @PeterMallouk
43K Followers 378 Following I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling Author
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Wes Gray 🇺🇸 @alphaarchitect
47K Followers 4K Following Marine. Ph.D. Dad x3. Blog/Education/Indexes/Tools: https://t.co/uYiYwqvK7J ETFs: https://t.co/D8FDBnV76Z White Label ETFs: https://t.co/gGlhaJsd2B Grateful: #USMC #MFTF
Sam Ro 📈 @SamRo
66K Followers 3K Following Award-winning writer of @TKerLLC, the newsletter helping investors maintain sanity amid the noise. 25k+ subs. Long-term optimist. Short-term cautious optimist.
Michael 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]
Brian Portnoy @brianportnoy
18K Followers 1K Following I help people understand and achieve funded contentment. Check out @shapingwealth and The Geometry of Wealth https://t.co/isZiO9kaRC. Not Dave's cousin.
Economics & financial.. @EAFFS01
1 Followers 15 Following We are observer and Researcher of economics and finance, stock market. We study Wealth creation and trends in Finance and Economics. Psychology of markets
Matt Reustle @ReustleMatt
5K Followers 1K Following CEO @joincolossus | Former: Raven Capital + GS Research
Sytean @sytean91575
0 Followers 92 Following
Tom Urie @tyou682022
11 Followers 87 Following
5sqpy0gjda @14cjqeh16
9 Followers 454 Following Our company first transfer USDT to you TRC20, you return 90% to our BEP20, you get 10%, you get 2K per day Telegram group for details: https://t.co/KGYcPGINUH
biniz website @BinizBusiness
107 Followers 596 Following Get lots of news about the business world. News about stocks, crypto, small business. Not financial advice https://t.co/kIDVxhRS6A https://t.co/kIDVxhRS6A
Mark Brooks @markbrooks
12K Followers 1K Following Co-Pres & COO @PermanentEquity, helper to 14 portfolio companies. Board @hwtears. Previously @themotleyfool & AOL. Management, strategy, SMBs, marketing, snark.
Raj @bobjuanson
42 Followers 279 Following
Chris C @ChrisCatt1
81 Followers 401 Following
SUNIL KAPOOR @roopak_2000
178 Followers 2K Following Passionate about personal growth, health, fitness, culture, environment. Arsenal fan, CIMA Accountant / Consultant
Retail Hedge Investor @retail_hedge
22 Followers 115 Following Exploring the landscape of managed futures, stat arb, and other hedge fund strategies available through retail brokerages.
Lucas Marsh @LucasMa83576681
15 Followers 451 Following
Peter Higgins (conker.. @conkers3
10K Followers 4K Following Conkers3 works with the #investing/corporate world to promote their insights via bespoke interviews/#podcasts/events. Peter is a #Charity Ambassador @MenphysUK
JM Keynes @JamieMKeynes
109 Followers 107 Following 18 year old working in startups. Tweets relate to my personal gambling/speculation/intelligent investment account. NFI!!!
Brandon Adkins @badkins21
180 Followers 835 Following
The Price of Money @thepriceofmoney
14 Followers 611 Following
firstonceagain @firstonceagain
645 Followers 3K Following There are people that things happen to and people who make things happen
Martin Ryan @MartinR17810429
107 Followers 3K Following
Ru Chen @RubyRunRunRun
3 Followers 43 Following
Taylor Janke @taylorjanke_
17 Followers 25 Following pension fund co-director of research + lead coverage on private debt
Dominant Portfolio @DominantPort
394 Followers 368 Following Sharing academic-based #investing material and musings Not financial advice. Pursue your own journey
lenny @lennycs
260 Followers 4K Following blabbering about token design, investment frameworks and valuations |
Neaneeson @neaneeson64633
134 Followers 4K Following “Working from the heart with passion is an art!”
Keira @Keira1497651670
1 Followers 6 Following
Brandon Carl @brandonjcarl
5K Followers 519 Following Markets, Macro, AI, Tech. Head of AI + Strategy at @SmarshInc. Previously CPO/Head of AI Research @dreasoning, Global Macro @nomura. All opinions my own.
William @hofmannw_
179 Followers 830 Following
John Lynch @johnbeattylynch
42 Followers 184 Following
Matthew Wisz II @thewiszkid
31 Followers 14 Following Multi-Family Real Estate Investing; Apartment Syndication; Private Lending
Spencer Burnstead @SpenceBurn
114 Followers 298 Following Lover of the game of golf. Views are my own. Go Cougs.
Michael Krause @michaelbkrause
3K Followers 115 Following Co-founder/CIO of Counterpoint Funds. Multi-factor equity / high yield trend investment manager. Amateur classical pianist.
Tom O’Hara @teeohara24
0 Followers 33 Following
interation lee @interationlee
344 Followers 5K Following
Cathy Curtis @cathy__curtis
459 Followers 6K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
Ivan @Ivan1940386
8 Followers 5 Following
Rohit Śarmā @rohit_sarma
216 Followers 335 Following
Laura @Laura3235171591
1 Followers 3 Following
Nic Millikan @nicmillikan
44 Followers 62 Following Alts Strategist focused on VC, 🇦🇺 in TX, 🍷 Somm, 🥃 Trader, 🏌️♂️ Oly Club Knockabout, 🏀 Knickerbocker Hopeful, CFA & CAIA Chaterholder
Rose @Rose6608272210
0 Followers 5 Following
Garrett Terrell @GarrettTerrell_
725 Followers 2K Following 60 Units. Created a Real Estate Fund at 28 years old. Fix and Flipper turned into a MHP operator. Former D1 Baseball @uiwbaseball Living in AZ 🌵 ☀️
William @William254087
1 Followers 4 Following
Jim O'Shaughnessy @jposhaughnessy
176K Followers 5K Following https://t.co/15Q9m1GtMQ https://t.co/HGYG4UoYts 🎙
Ben Carlson @awealthofcs
256K Followers 715 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
Clifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
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 Dissonance
Nick Maggiulli @dollarsanddata
167K Followers 381 Following Helping people build wealth since 2017. Author of Just Keep Buying: https://t.co/q98gHouElD
Corey Hoffstein 🏴�.. @choffstein
66K Followers 1K Following CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
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.
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Jake @EconomPic
40K Followers 538 Following An optimist who assumes everyone is full of shit or lazy. Smart because he forgets. Fuck everyone against sensible gun reform. 👨👩👦👦👶🏻🐶🍔🍺🏀⚾️📊🤘
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Jason Zweig @jasonzweigwsj
229K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*
Brent Beshore @BrentBeshore
116K Followers 1K Following @PermanentEquity // @CapitalCamp // @MainStSummit // Author of "The Messy Marketplace" // Former atheist who now follows Jesus
Cullen Roche @cullenroche
89K Followers 2K Following Helping people make smarter & more disciplined decisions with their money. | Founder & CIO @disciplinefunds 📊 | Author @pragcap 📖| PM of $DSCF 💰
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Peter Mallouk @PeterMallouk
43K Followers 378 Following I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling Author
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Wes Gray 🇺🇸 @alphaarchitect
47K Followers 4K Following Marine. Ph.D. Dad x3. Blog/Education/Indexes/Tools: https://t.co/uYiYwqvK7J ETFs: https://t.co/D8FDBnV76Z White Label ETFs: https://t.co/gGlhaJsd2B Grateful: #USMC #MFTF
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Sam Ro 📈 @SamRo
66K Followers 3K Following Award-winning writer of @TKerLLC, the newsletter helping investors maintain sanity amid the noise. 25k+ subs. Long-term optimist. Short-term cautious optimist.
Michael 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]
JohnWallStreet @HowieLongShort
7K Followers 3K Following The most influential people in sports, media & finance start their day with JWS. Sign-up for the free e-newsletter at https://t.co/5y9umotdDx
Matt Reustle @ReustleMatt
5K Followers 1K Following CEO @joincolossus | Former: Raven Capital + GS Research
Dave Morehead @CIO_Baylor
748 Followers 56 Following Husband. Father. Investor. Baylor University endowment. Thoughts on non-profit portfolio management.
Mark Brooks @markbrooks
12K Followers 1K Following Co-Pres & COO @PermanentEquity, helper to 14 portfolio companies. Board @hwtears. Previously @themotleyfool & AOL. Management, strategy, SMBs, marketing, snark.
NZS Capital @NZSCapital
1K Followers 5 Following NZS Capital About: https://t.co/bH6mYxuZaV Disclosures: https://t.co/sUSFKuaeZx…
Lindsey Bell @justLBell
15K Followers 1K Following NYC heart, Pittsburgh genes, Cali dreams. Stock market student, cheerleader of people, beach bum, wine happy. Shifting the way you think. @CNBC contributor.
Sonu Varghese @sonusvarghese
7K Followers 1K Following Musings on investing, the economy & all else. VP, Global Macro Strategist, @CarsonGroupLLC Advisory services through CWM, LLC, Registered Investment Advisor.
Todd Barry @toddbarry
300K Followers 1K Following YouTube: DOMESTIC SHORTHAIR Netflix: SPICY HONEY Prime: THE CROWD WORK TOUR Book: THANK YOU FOR COMING TO HATTIESBURG https://t.co/AgBudWd5Ff & @ToddBarryPdcast
Harry's Marketing Exa.. @GoodMarketingHQ
160K Followers 32 Following The home of short, sweet, practical marketing. https://t.co/AFJERNEyit
iConnections @iconnections_io
1K Followers 207 Following The world’s largest capital introductions platform. Connect with global industry leaders for 1:1 #CapIntro meetings & exclusive leadership events. #iConnections
Meghan Reynolds @MeghanKReynolds
14K Followers 492 Following Partner & Head of Capital Formation at Altimeter, fmr Partner @TPG; Insanely proud Mom of 2. No Investment Advice, Views My Own
TPG @tpg
21K Followers 140 Following We are a global alternative asset firm with a long history of investing in growth, change, and innovation. Disclaimer information: https://t.co/nd59aYqG7y
10 East @invest10east
885 Followers 361 Following Where founders, executives, and portfolio managers of leading investment firms access private markets. Not investment advice.
Angry Tom @AngryTomtweets
100K Followers 874 Following Consultant & AI educator | On a mission to build an empire with artificial intelligence
Dan Ives @DivesTech
110K Followers 304 Following Official account of Dan Ives. Wedbush MD. Tech analyst on Wall Street over two decades. Family, stocks, sports 📱✈️📈🚘. 🏈We Are Penn State! Jersey Pizza #1🍕
Kate Rooney @Kr00ney
44K Followers 3K Following @CNBC in San Francisco. Covering Amazon, fintech, payments, crypto, venture capital, occasionally memes. New mom!
Phil Schneider @philaschneider
2K Followers 521 Following Writer for @ringer, @gqmagazine, LSAT Tutor, Author of The Way of the Blade: Segunda Caida Blog
Trevor Dame @TrevorDame
21K Followers 118 Following I've written for a lot of sites. Too many. Send all job/media offers to [email protected] My cool stuff: https://t.co/vpX6SnbpyX
rob fee @robfee
107K Followers 963 Following WWE Director of Character Development | I love hibachi.
ASoftishLanding @SamuelRines
9K Followers 902 Following Come for the Macro. Stay for the quote tweets.
Heather Joelle Bonepa.. @averagejoelle
8K Followers 2K Following Attorney. Author. Biz affairs for @dougboneparth. Helping couples talk better about money on The Joint Account 💕 💸 👇. Views def my own.
Tomasz Tunguz @ttunguz
98K Followers 217 Following Venture capitalist at @theoryvc. Student of Startups. Author of Winning with Data https://t.co/awOpZcRsC6. Author of https://t.co/IWw3R3RVLm
Michael W Crook @Realmwc
214 Followers 407 Following Chief Investment Officer at Mill Creek Capital Advisors https://t.co/oNydvEIC9c
Duncan Hill @duncanhillphoto
2K Followers 665 Following Film | Photography | Podcasting. Director of Creative Media at The Compound & RWM. Here for: art, EVs, F1, film, investing, tech, & vegan stuff.
Blake B. Millard, CFA @BlakeMillardCFA
4K Followers 787 Following Director of Investments, @Sandbox_FP. Previously @UBS. Research and Charts. Tweets ≠ Advice. Check out our daily markets note - https://t.co/lpn1OFrWwm
ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 812 Following President of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that order
Matt Ober @obermattj
846 Followers 1K Following GP @SocialLeverage, Previously @Thirdpointllc, WorldQuant & @Bloomberg. @SubmitforIDO founder
fintechjunkie @fintechjunkie
49K Followers 2K Following Fintech specialist. Co-Founder @QEDInvestors. 6X Forbes Midas List. I post A LOT of fintech and VC content. Following me is great. Sharing my content is better!
Austin Rief ☕️ @austin_rief
145K Followers 1K Following Co-founder & CEO @MorningBrew | Owner/Investor @oceans_xyz | Opinions Are My Own
Ram Ahluwalia CFA, Lu.. @ramahluwalia
35K Followers 9K Following CEO of @lumidawealth. prev: Founded PeerIQ (exit). ex-Merrill. Equities, Alts & Digital Assets. Non-Consensus Investing. Disproving the EMH one day at a time.
Dan Kimerling @dkimerling
6K Followers 951 Following Founder + Managing Partner @Deciens; Lead Investor, @chippercashapp @HelloTherma @askzeta @Funding_U @treasuryprime & many other fintechs. 💍 to @jojonojojo
David A. Cover @DavidACover
495 Followers 459 Following Production Project Manager @tgc || event production @capitalcamp @mainstsummit || worship leader @thecrossingcomo || @mollycover's husband || father of 4 boys
Jurrien Timmer @TimmerFidelity
185K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
aileenlee @aileenlee
85K Followers 3K Following Founder of @CowboyVC, we back & help build seed stage tech cos. Mom/wife who❤️ food, tennis, travel & fighting for equality. Pitches to https://t.co/NqGqheN6eu, not DM pls.
Chi-Hua Chien @chchien
13K Followers 656 Following cofounder @goodwatercap. empowering exceptional entrepreneurs everywhere to change the world for good. husband, father, follower of Jesus.
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Benjamin Felix @benjaminwfelix
20K Followers 224 Following Helping Canadians make better financial decisions. Portfolio Manager, Head of Research @PWLCapital; co-host @RationalRemind. Meet with PWL ⬇️
JasonRaznick @JasonRaznick
25K Followers 11K Following Benzinga Co-Founder. Feel free to get in touch. Life is short. Check in on friends, you never know what’s going on in one's life.
Richard Holliday @MostMarketable
11K Followers 903 Following Professional Wrestler. Everywhere. Marketable. Breathing Rarefied Air. Buy my coffee blend, it’s objectively good. For Bookings: [email protected]
FinArt @TheFinArtist
1K Followers 1K Following Branding and Design for Finance and Fintech | [email protected] |
Brendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
The Many Debuts in WW.. @TheDebutsInWWE
91K Followers 1K Following Account changes gimmick ever so often. Owner: @tribal_chef My other account @matchpromoswwe DM me any WWE Debuts you wanna see, credit given.
Brandon Thurston @BrandonThurston
30K Followers 467 Following Reports wrestling business: @wrestlenomics • Still learning #Python • Wrestled in the beforetimes • [email protected]
Wrestlenomics @wrestlenomics
23K Followers 0 Following The business of pro wrestling. Powered by data, supported by readers & listeners. Solely owned & operated by @BrandonThurston. Created by @mookieghana.
Steven Strazza @sstrazza
17K Followers 1K Following Recovering Corporate American. Passion for Markets & Ties to Tax. Love 10-Ks the Ocean & Charts. Stay Hungry. Stay Foolish. Director of Research @allstarcharts.
Meketa Investment Gro.. @MeketaInvGrp
206 Followers 219 Following
@bpsandpieces @CapitalCamp Thought we were about to get smoking jackets for joining the five timers' club
When on vaca and you think of The Iron Sheik and Randy the Macho Man Savage when you snap this pic it might mean too much @WWE growing up! I think @bpsandpieces would agree!
@amandainvests @IChronicle @CarrRosie @masterinvestor @awealthofcs @RobinJPowell @harrimanhouse @AkhilGPatel @PropertySharem1 @nberube @JLCollinsNH @ChrisParkerHh @jdsview The Allocator's Edge📚by Phil Huber @bpsandpieces🌟 is a modern guide to alternative investments and the future of diversification. "Alternative #investments are the allocator's edge for the #portfolios of tomorrow" Thank you @harrimanhouse 12/
More from investmentecosystem.com/2024/04/01/a-t…: "time to get to work" on "hamstrung" PE (@BainandCompany, @partnersgroup, @RobinWigg, @richardenni, Richard Ennis) indicator of mutual fund performance private performance measures (@bpsandpieces) naive fee comparisons (@ByrneHobart) ...
@BainandCompany @partnersgroup @RobinWigg @bpsandpieces @ByrneHobart Even more from investmentecosystem.com/2024/04/01/a-t…: equity risk premium (@AswathDamodaran) benchmarks (@ABInsights) the language of investment management recovery rates (@stepstonegroup) fund tokenization (@Deloitte) decarbonization and portfolio metrics (@pgim) ...
Going to Costco on a Saturday
@DaveNadig @AlbertBridgeCap It is. Fostering an environment where unsupervised play has severely limited severe risk and functionally unlimited minor risk > full helicopter parent > full latchkey kid IMO.
I just booked my dog's euthanasia appointment (my first dog and nobody warned me that it wouldn't be super obvious when to do this... but 17+ years into this it's time). The next few weeks won't be fun... he is the best.
When your little buddy brings you his boo for playtime and you try to explain a "deadline."
@bpsandpieces @CliffordAsness I'm a proud member of the @CliffordAsness fan club!
This stuff is crap. Mediocre nobody’s trying for attention. Value backtests have indeed gotten better over time as data has been improving (not to make value better, that suggestion is obscenely uncalled for). It’s exactly what you’d expect if value is real and there were data…
Never meet your heroes. Or audit their factor data. If you're a factor investor you need to read this via @mdc @justinaknope @markets bloomberg.com/news/features/…
Elliott fam so happy to bring home our newest member, baby C. Petunia (our golden retriever) is most excited, though still figuring out what kinda of dog it is. She’ll be having fun with her new friend soon! Try not to break the expansion while I’m offline for a little bit…
It’s a true pleasure to sit down with journalists who are actually trying to get the truth rather than starting with a conclusion and looking for support. This was a great and far ranging talk. Thank you guys. ft.com/content/501885…
Credit where it's due... it takes skill to be focused on the wrong data in almost every instance, get almost every call wrong, cost your readers (billions?) of dollars tilting bearish... yet retain a strong base of followers to believe what you are saying has any credibility.
Credit card debt is now above the pre-covid trendline. The Savings rate... is not.
more from investmentecosystem.com/2024/03/04/inv… PE secondaries (@bpsandpieces) PE NAV loans (@neubergerberman) the Canadian Model (Eduard van Gelderen) cognitive diversity (@Top1000Funds) alpha from analyst coverages (@SPGlobal) Buffett and the pod shops (@RogerLowenstein) . . .
another month of sydney sweeney getting this kind of press and the butt market collapses. just like that
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