Shaun Davies, PhD, CFA (@logicalshaun) 's Twitter Profile
Shaun Davies, PhD, CFA

@logicalshaun

Academic know-nothing - I do not provide investing advice, just simply the economics. This is my FIRST rodeo.

ID: 906754266

linkhttps://www.shaunwdavies.com/ calendar_today26-10-2012 20:51:28

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Shaun Davies, PhD, CFA (@logicalshaun) 's Twitter Profile Photo

Scott was my pastor during most of my UCLA years, and he has a heart for the hurting. His post is a heartbreaking window into what's happening -- not in politics, but in the lives of real people in his church community. I'm not trying to make a political statement by sharing

Eric Balchunas (@ericbalchunas) 's Twitter Profile Photo

US ETF assets a hair away from $12T in assets. Amazingly, they had $7T just 21 months ago! Whether it's Direct Indexing or more recently tokenization (aka "the end game"), nothing has been able to lay a glove on ETFs. They just too damn good, value proposition too powerful.

US ETF assets a hair away from $12T in assets. Amazingly, they had $7T just 21 months ago! Whether it's Direct Indexing or more recently tokenization (aka "the end game"), nothing has been able to lay a glove on ETFs. They just too damn good, value proposition too powerful.
Shaun Davies, PhD, CFA (@logicalshaun) 's Twitter Profile Photo

The cyclically adjusted price-to-earnings ratio (CAPE) has broken 40! Congrats! This level has not been seen since late 2000! Markets to the MOON!

Gunjan Banerji (@gunjanjs) 's Twitter Profile Photo

"Tthe current equity allocation of retail investors is sitting near the highest levels we’ve seen over the past 20 years or so, while cash allocations are near their lowest levels" -- Piper Sandler

"Tthe current equity allocation of retail investors is sitting near the highest levels we’ve seen over the past 20 years or so, while cash allocations are near their lowest levels" -- Piper Sandler
Shaun Davies, PhD, CFA (@logicalshaun) 's Twitter Profile Photo

A 6% move in $BTC because Bogleheads can buy crypto ETFs is like introducing a Starbucks coffee bar at a sleep clinic. New customers, wrong product.