Rob Perry

Student of the markets. Founder & CIO of Pecan, a single-family office. Co-Founder of Kilo Capital. Views my own. Not investment advice.

[Rob Perry @CIORobPerry]

If you're interested in Pecan FO's 2023 Year in Review & 2024 Outlook, please check out this post on LinkedIn.

https://t.co/hotdj8Zlri

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[Rob Perry @CIORobPerry]

@samplrl @DiMartinoBooth @TheBondFreak My nephew works at a fast casual chain and I recently dropped him off for a 2 hour shift. I asked why only 2 hours? He said less business and it started 1 month ago.

[Danielle DiMartino Booth @DiMartinoBooth]

💥💥💥

[Rob Perry @CIORobPerry]

@mattheckman @melivdelmar Where is this?

[Rob Perry @CIORobPerry]

@mattheckman @TeamJuJu They’re gonna look way different this year….

[Rob Perry @CIORobPerry]

@DaveHcontrarian @KaviModz This reply seem like the key to your view (ie that the Fed will partially reverse course). Do you see the high price to sales, no profit companies benefiting from a major retracement as well?

[Rob Perry @CIORobPerry]

@joehaden23 @JoeDidntJump 100% #JoeDidntJump

[Rob Perry @CIORobPerry]

@DiMartinoBooth Instead of “Party like it’s 1999” it’s “Nurse that hangover like it’s 2000”.

[Rob Perry @CIORobPerry]

@DiMartinoBooth I guess that matters if that's why one owns crypto. I'm not sure that's everyones investment thesis though. Also, I wonder if that heightened correlation will persist over long(er) periods of time.

[Rob Perry @CIORobPerry]

@mattheckman Unfortunately, this tweet did not age well.

[Rob Perry @CIORobPerry]

@mattheckman @melivdelmar @heckman_jane Great photos! Good luck with the big day!

[Rob Perry @CIORobPerry]

@jimcramer Sounds like a typical rebalancing exercise. What % of an overall portfolio do you feel should be allocated to crypto?

[Rob Perry @CIORobPerry]

@mattheckman Truly sad news Matt. You have my deepest sympathy.

[Rob Perry @CIORobPerry]

@GlobalProTrader Death cross says no.

[Rob Perry @CIORobPerry]

@mattheckman @melimangiare @heckman_jane So awesome! Which restaurant is that? I’m sure I’ve been before.

[Rob Perry @CIORobPerry]

@mattheckman @melimangiare Went there for the first time when we moved across the county via minivan

[Rob Perry @CIORobPerry]

@mattheckman What the heck is going on????

[Georgetown Hoops @GeorgetownHoops]

At the half

[Rob Perry @CIORobPerry]

@GlobalProTrader @GlobalProTrader Enjoy reading your thoughts on the technicals David. Curious as to what gives you confidence that the sell-off stops in the low 1700s (lower lows scenario) for #gold in the face of continued rising rates and less negative real yields?

[Rob Perry @CIORobPerry]

@GlobalProTrader Last time we had a death cross in #gold, there was an additional 5% of downside which lines up pretty well with your target. Are you looking at that as well?