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CIO of The North

@MNupdate

FO CIO. Markets, global economy, local (Minnesota) news. Opinions expressed are my own and do not express the views or opinions of my employer

 Minneapolis, MN
Joined September 2011
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  • Followers2.4K
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Photo by CIO of The North (@MNupdate)Photo by CIO of The North (@MNupdate)Photo by CIO of The North (@MNupdate)Photo by CIO of The North (@MNupdate)Photo by CIO of The North (@MNupdate)Photo by CIO of The North (@MNupdate)Photo by CIO of The North (@MNupdate)Photo by CIO of The North (@MNupdate)Photo by CIO of The North (@MNupdate)Photo by CIO of The North (@MNupdate)
CIO of The North retweeted
Doug Landry (@douglandry) profile picture
Doug Landry
@douglandryNov 7
Happy six year anniversary to the best day of my life
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The convicted felon and child-raping pedophile who calls anyone he dislikes a “loser” gets all butthurt when he’s asked how it feels to be a loser. Face it, MAGA. Your big tough “alpha male” cult leader is nothing more than a whiny little punk-ass bitch.
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🤖 Made with AI
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Grim
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CIO of The North retweeted
Molly Ploofkins (@Mollyploofkins) profile picture
Molly Ploofkins
@MollyploofkinsNov 4
Trump hasn't posted in nearly two hours. Musk in over four.
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What?
Acyn (@Acyn) profile pictureAcyn
@AcynOct 30
Q: If the administration has declared war on waste and fraud, can you explain the $420 million overpayment for a prison in Appleton, Minnesota, when the company offered it to the state of Minnesota for $75 million? BESSENT: That question is a waste of time.
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Lots of green out there today. Indices tell a different story given concentration. 45% of market showing negative correlation with Index, so getting easier to be up when market down.
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CIO of The North retweeted
Brent Sullivan (@TaxAlphaInsider) profile picture
Brent Sullivan
@TaxAlphaInsiderOct 27
Rumor: a couple of managers have taken up residence in OpenAI's physical office space and are allowing employees to direct deposit to a long/short separate accounts. Can anyone corroborate?
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CIO of The North retweeted
James Chanos (@RealJimChanos) profile picture
James Chanos
@RealJimChanosOct 21
$SPCX Shareholders, you sure you want to buy this 5% ROIC business for $1.5T…?!
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Marketing must have said 2.0% annualized Private Equity premium over US LC wasn’t enough to cover GP fees so they made it +2.3%
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Advance notice: Friday’s GS Prime Services Weekly Report will show today as a bigly HF deleveraging day
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Yup. Confirmed.
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Leopold to Citadel part deux? A legendary L/S HF manager (now in mid 70’s) once asked me “how many hedge fund managers who blew up, blow up again?” The answer from him was, “all of them”.
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PB desks have to be busy today. Wow. HF favorites getting nuked.
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Now benchmarking to Situational Awareness LP #dynamicbenchmarking
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CIO of The North retweeted
K A C E Y (@KaceyMusgraves) profile picture
K A C E Y
@KaceyMusgravesOct 12
I don’t think you have a dog in this fight but if you did you would have shot it.
Kristi Noem (@KristiNoem) profile pictureKristi Noem
@KristiNoemOct 12
I’ll take @ellalangleymsic over Kacey Musgraves any day. And if I’m choosin’ Texas, I’ll take Ken Paxton over James Talarico.
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This must be what it feels like to be a Bessent LP. Positions bleeding out as the world redeems around you while the GP’s excuses keep changing. Maybe another Blaise Pascal quote will help?
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Version with just the spread and a LT average - 2021 level of earnings optimism
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Kevin Gordon (@KevRGordon) profile pictureKevin Gordon
@KevRGordonOct 2
There's about a 5-point spread between the S&P 500's forward and trailing 12m P/E
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Saw this chart and had to run it myself. 3-month correlation breakdown of SP500 vs SP500 EW is more extreme now than tech bubble.
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Never been easier to diversify within a single asset class?
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