eswar menon

Chief Investment Officer, Empiric Institutional; Investment Committee Chair, San Jose Police & Fire Retirement Fund.

[eswar menon @EswarMenon]

@paulg @aravind @grok Hayek's work will help clarify that this is the incorrect (Left vs Right) way to look at the Nazis. It is classical Liberalism (political and economic freedom) Vs authoritarianism (Communists/Socialists or Nazis/Fascists).

[eswar menon @EswarMenon]

@dampedspring @JackFarley96 Anyone with a chart on how SPY FCF and FCF yield are trending?

[eswar menon @EswarMenon]

Not surprisingly the markets work far better than government "help people" schemes.

[Jonathan Berk @berkie1]

Luxury Apartments Are Bringing Rent Down in Some Big Cities

“New building openings are bringing rents down as wealthy tenants trade up, forcing landlords to drop prices for older apartments.” @business

[eswar menon @EswarMenon]

@AlexanderFYoung Send

[eswar menon @EswarMenon]

@DarioCpx What was MoM in 2024?

[eswar menon @EswarMenon]

@harshmadhusudan You are right, but it is a very fine point.

[eswar menon @EswarMenon]

@harshmadhusudan Advaita as in the Bhagavad Gita is essentially monotheistic- Vivek says he believes in Advaita. Of course there are other views/branches in Hinduism.

[eswar menon @EswarMenon]

@alexeliasson What is ISK?

[eswar menon @EswarMenon]

@bobbyfijan @moseskagan Developers need to sell and their buyers would need mortgage financing.

[eswar menon @EswarMenon]

@bobbyfijan @moseskagan Mortgage rates have a closer correlation with 10 year Treasury yields and not the Fed Funds rate. With inflation above target, you could see 10 year yields rise (and mortgage rates) if the Fed cuts now.

[eswar menon @EswarMenon]

@Econ_Parker So weak, but better than the two previous months in real terms?

[eswar menon @EswarMenon]

@mairal Kind of a BS article- there is the required reference to caste that appears in such instances and none of the real concerns that have been raised about the candidate.

[eswar menon @EswarMenon]

@pitdesi Why would you think it is well-intentioned? Most of these pols should/would know better.

[eswar menon @EswarMenon]

@MaxAbrahms Actually even earlier when we accepted attacked on our troops in Afghanistan despite knowing where they originated from.

[eswar menon @EswarMenon]

@KenjiCapital @antonia_mdprjct 414 Grand Ave?

[eswar menon @EswarMenon]

@MHaas2020 Cred IQ; interested in this data

[eswar menon @EswarMenon]

what matters is this gets better, not where India is currently. Stay the course with sustaining economic reforms.

[Muthukrishnan Dhandapani @dmuthuk]

It's painful to talk negatively about one's own country, even if it means sharing data. Someone sent this to me on Twitter. See for yourself. We are the 5th largest economy and would become the 3rd largest in next 5 years.

Compare ourselves even with 10th largest economy. How abysmal our percapita is. How far we've to go to be on par with even say a Brazil or China.

[eswar menon @EswarMenon]

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[eswar menon @EswarMenon]

You are doing a great job in highlighting an important issue. Civilizational renewal has to result in a modern society with no discrimination.

[Harsh Gupta Madhusudan @harshmadhusudan]

The simplest way to free TTD temples or temples at large from government control is to have equality amongst Hindus. That will allow the community to focus on what is important. For example, avoiding beef in prasad - which is an outrageous and almost certainly deliberate insult.

https://t.co/YHyQRlW7nv
Look at this, where reformists lost an internal battle in the last round: "Tirupati temple trust is training SC/ST priests, but won’t let them serve in its own temples"

The reason given is: “TTD temples are governed by the science of rituals called agama sastras and each temple has got its own agama and its own hereditary priest system which we still follow".

By the way, that is not fully true - they have had both hereditary and non-hereditary priests (https://t.co/9j4KVD4Elr), but what is being effectively said is that even the non-hereditary priests cannot come from so-called "lower" Hindu birth even if they are fully qualified.

The simple reality is that caste discrimination is what prevents "freeing" of temples. In rural areas, even entry is at stake. In many places, even cooks etc have caste requirements. Now people of all births are doing whatever job they want, but somehow that hypocrisy is okay.

We need fiduciary trustees from all caste backgrounds to avoid all this, at least for the larger temples, but there is no consensus on this because the actual intent of some (not all) activists on this issue is something else.

If we do not address this issue head on, there will be no forward movement. In fact, Jagan was one of the biggest supporters of the hereditary system in AP temples - one can very well guess about his intentions as well.

[eswar menon @EswarMenon]

It's the presidential win + parliamentary dominance which will allow law changes that is bothering the market.

[David Orr @orrdavid]

Seems weird that Mexico is down so much on the election result. I'd followed the polls and this outcome seemed very clear. Sheinbaum won by a wide margin - no other outcome was going to happen today.

Same political party as last time, who seemed very moderate/reasonable.

Hell, she even drove Mexico City's homicide rate down a lot, in contrast to American leftist political leaders.