How to get URL link on X (Twitter) App
https://twitter.com/BobEUnlimited/status/1600864431142883329I feel like for the longest time in credit the preference was for complex structure & esoteric assets for the yield pickup. Not an area I’ve been active in personally though I get the pitches. Aircraft/helicopter leasing seems very common but I might be just getting spammed
https://twitter.com/larsiusprime/status/1600177581105594374I think one disconnect between the tech bubble and other industries is that other industries do not use technology professionally for the sake of using technology they use it to accomplish other tasks.
https://twitter.com/MadsenSouth/status/1385945881476751365if your are an allocator and worried about this exposure you can hedge this risk yourself. my guess is that most allocators wouldn't be any better at it than the underlying managers though
https://twitter.com/demonetizedblog/status/1385631885095849986?s=20
https://twitter.com/RobinWigg/status/1385582938360848385the Draper comment is just *chef’s kiss* it really is a golden goose to these guys. A big fat golden goose for them to loot
https://twitter.com/squeezemetrics/status/1379580681773322244it’s the most clear articulation of small investor edge I’ve seen. And it’s very well written which is a nice bonus.
https://twitter.com/demonetizedblog/status/1376644851907883012so poor reap does not need to tagged on all this nonsense here is my quick synopsis
https://twitter.com/demonetizedblog/status/1376561171722031104Level 300 material for premium subs only
https://twitter.com/demonetizedblog/status/13667877513251061761v1 an F-22 is probably superior or at least an even match for any jet in the world. But that doesn't mean it's the right jet for every air force. Setting aside pure economic constraints...
https://twitter.com/TankMuseum/status/1366469537915363333this was in the context of WWII era. Not sure it really holds today.
https://twitter.com/plagueofcustom/status/1239578540141621248If your asset allocation strategy does not have an adaptative component, you might want to step back from the screens and think about changing that.