Bob Peticolas

Finance/Software Architect

[Bob Peticolas @BobPeticolas]

@dampedspring Yes, you need luck on those in hard mode.

[Bob Peticolas @BobPeticolas]

@DeItaone Yes, probably several times. The House won't have anything else to do.

[Bob Peticolas @BobPeticolas]

@dampedspring Four is generally middle of the pack, but quite good today!

[Bob Peticolas @BobPeticolas]

@BenBrey Tariffs are a tax. They raise the prices of targeted imports at the border; broad macro effects depend on how much they slow demand. At best, they’re price-up, growth-down, which can net to disinflation only if demand destruction dominates.

[Bob Peticolas @BobPeticolas]

@dampedspring Ahh, I don't know your book, but I guess you're betting on more rate cuts rather than fewer. I didn't bet that way, but I suspect you're right.

[Bob Peticolas @BobPeticolas]

@dampedspring I should add I don't really have an opinion of, or hold any position in long-term bonds. OTOH, I have a fairly substantial position in short-term treasuries.

[Bob Peticolas @BobPeticolas]

@dampedspring For risk assets. For the economy, I think we're sliding, but I don't expect that to be reflected in markets until next year. Just a disagreement on timing.

[Bob Peticolas @BobPeticolas]

@dampedspring The magic of uncorrelated assets!

[Bob Peticolas @BobPeticolas]

@martypartymusic @CNBC Funny how he was against bitcoin in your portfolio until BlackRock started IBIT. Now he thinks you should invest in it. Coincidence?

[Bob Peticolas @BobPeticolas]

@dampedspring Congrats!

[Bob Peticolas @BobPeticolas]

@dampedspring A little mean reversion seems in order. Not betting on it myself, though.

[Bob Peticolas @BobPeticolas]

@dampedspring Both too volatile for my portfolio.

[Bob Peticolas @BobPeticolas]

@dampedspring Wordle 1,497 3/6*

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Once in awhile, I get really lucky!

[Bob Peticolas @BobPeticolas]

@dampedspring That's remarkably good on today's word!

[Bob Peticolas @BobPeticolas]

@dampedspring Always luck when I get it it two, but I'll take luck!

Wordle 1,456 2/6*

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[Bob Peticolas @BobPeticolas]

@NikLentz Keep cool. Andy has had a lot of losers of late after a hot streak. If you understand these things better, you understand it's just reversion to the mean, the Sports Illustrated jinx.

[Bob Peticolas @BobPeticolas]

@JosephPolitano ChatGPT's analysis "policy analysts estimate that the proposed Medicaid cuts could result in hundreds of avoidable deaths annually in many congressional districts, with the total number potentially reaching into the tens of thousands nationwide .americanprogress.org"

[Bob Peticolas @BobPeticolas]

@DsrPrivate Thanks, Andy. Good, well-reasoned analysis. It may just be me, but the Jekyll & Hyde analogy does not work for me. I always have to go back and figure out which is which.

[Bob Peticolas @BobPeticolas]

@dampedspring Oh, I'm with you. My beta exposure is ROW.