Anybody can make history. Only a great man can write it.

What I Learned in My First Year Managing Fixed-Income * Performance Review * ETFs Are Eating the World * Actively Managed Bond Funds Work! * Investing Is More Than Momentum * Valuations Always Matter * Bonds Are No Longer Crash Insurance biancoadvisors.com/what-i-learned…

Big thanks to Liz Capo McCormick for a good synopsis of our client call today. tl:dr, is best summarized by Katie Martin in Yesterday's Financial Times. ---- If Trump is bold enough to put Nato in jeopardy, he is bold enough to do the same with the foundations of the financial

Since when was Japan's inflation higher than US inflation? NOW. Japan's headline CPI is 4% vs. US' 3%. H/T Bloomberg Economics' Japan Economist, Taro Kimura.

What is your favorite movie about the US holdings of Gold?

When did $BTC become a stablecoin?

AI is inflationary!

This story is out TODAY (not 5 yrs ago). I'm being told it contributes to the equity sell-off and bond rally (aka "risk-off" rally). Seriously, are we going to do this again??? --- New coronavirus with potential to cause pandemic discovered in China dailymail.co.uk/health/article…

So they are not going to restart three-mile Island? September 20, 2024 npr.org/2024/09/20/nx-…

Good explanation of the Mar-A-Lago accord by Liz Capo McCormick on Bloomberg TV

Hotel gue aja faat :D RT Fat: Eh iyaaa gue kan disuruh booking ruang meeting, kenapa malah ngetwiiit..

Ampas kopi menyeruak, berputar dlm arus yg sama, satu arah. Butuh beberapa menit sebelum akhirnya mengendap. Minum kopi aja butuh kesabaran.

Suatu hari pada sebuah hati,

Emang'a Apa Yang Dia Rasa :)