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@JohnR1540486 @greg_ip @Brad_Setser @federalreserve People forget press conferences only started in 2011 under Bernanke. They are a terrible medium for communicating

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@The_Real_Yield @BlacklionCTA WHOSX is the fund ticker you can see as of 6/30 it had a duration of 0.9 years

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@SteveMiran Real TIPS implied rates for duration securities increased but the short term rate vs inflation measure of real rates has declined as inflation accelerated this year.

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@EconstratPB People forget press conferences only started in 2011 and every meeting in 2019

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@Vince_R_Jansen @ElmWealth Thx good point on 3. Curious because most allocation models use the total mkt though I see Elm has value option though currently keeps a minimum allocation

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@Vince_R_Jansen @ElmWealth Thanks, anyone do work on PCAEY vs future returns when applied to value equities? As opposed to total U.S. mkt.

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@Vince_R_Jansen How do you get returns prior to 1998 for 10yr TIPS?

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@nicolegelinas What is the official line on why they are so long

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@RealDanODowd @Tesla @elonmusk I appreciate there is a lot of work to be done. But human drivers are so bad and unpredictable - what would we need to say “we’re saving XXk lives /fewer injuries/less hassle” with autonomous at scale? 100.0% reliability feels like waiting too long.

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@JulieChangRE Yes big run up 2021-2024 though it’s leveled and started declining starting 2024 some markets others this year. Still higher than before and the underwriting still doesn’t pencil out for many who borrowed on pre 2022 costs but more choice than 2 yrs ago - “soft market”

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@MKotomoto @CollinJHumphrey 👍Different than TX that explains why others doing it. Don’t see it around here.

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@CollinJHumphrey Everyone else is looting the store logic. You’re bragging on the internet about it too.

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@BarryRoland19 @moseskagan How has that guy Charlie Munger backed adapted?

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@AahanPrometheus @acemoney21 Thanks have you looked at US expected returns ex tech sector or in styles like large value over time?

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@SAOliver_Atty The tax break probably inflates it some

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@Dcpcooks Passengers maybe

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@JulieChangRE Why is so much of the land west of Otay Mesa undeveloped?

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@BamaBonds Why can’t they leverage what they have to try a business they’re interested in? Resentment is for the weak minded

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@mountainwesttax @luxebarbie_ Heavy yogurt % of intake isn’t very satiating. Your mind wants texture too…snack on some almonds, have the apple Skylar mentions. Might be easier to have fewer calories with the variety.

[IAD Gr8 @IadisGr8]

@choffstein @vstrots1 As does adapting spend to the portfolio size each period. Portfolio down 30%, spending down 30% that period. Portfolio rises again spending rises. If retiree has that temporary expense flexibility it fixes a lot.