kirkshinkle.eth

Some investing stuff, some product stuff, some newsy stuff. Views my own. Ex @kiplinger, @usnews. Now ETF stuff @ProShares.

[Isabelle Lee @isabelletanlee]

ProShares has launched a new ETF investing in short-term US govt securities that qualify as eligible reserves under the GENIUS Act. The size of the stablecoin market is still being decided, with Bessent estimating it could grow to $3 trillion by 2030.
https://t.co/6vwxta4iwv

[Jeff Weniger @JeffWeniger]

This is an absolutely major theme in the coming years.

A massive wage arbitrage has opened between the US and its competitors. The overwhelming majority of people in the US have no idea just how much more money they make than the Japanese, French, British, etc.

[Thomas Kopelman 💵 @TKopelman]

All index funds are not the same

One of my clients was invested in this without really looking at the numbers

Huge difference getting out of these funds

[Compounding Quality @QCompounding]

I have an MBA an am working as a professional investor.

Over the years, I've learned way more on Youtube than I did in school.

Here are the 7 best Youtube videos I've ever seen about investing:

[Brad Setser @Brad_Setser]

It is a bit hard to believe that any story involving China has been underreported, given China's large role in the global public debate.

But China's transformation into a major auto exporter has been wildly underreported.

(see the hockey stick in exports of finished cars)

1/

[DCinvestor @DCinvestor]

i can see why people would buy ETHE as there is no other US exchange-traded product which provides exposure to ETH

but i have no idea why anyone would buy GBTC anymore (other than discount degen play), since there are many futures ETFs for Bitcoin now with lower tracking error

[kirkshinkle.eth @KirkS]

@notionway @NotionHQ SEND

[kirkshinkle.eth @KirkS]

We never talk about it, but the youngs are still on Facebook https://t.co/pOVaw39vb1

[Eric Finnigan @EricFinnigan]

If there was one chart that could explain housing in 2022, I think this is it.

[Jeff Richards @jrichlive]

"In my 53 years in the investment world, I’ve seen a number of economic cycles, pendulum swings, manias and panics, bubbles and crashes, but I remember only two real sea changes. I think we may be in the midst of a third one today." https://t.co/X7WIpJYe4W

[Lisa Abramowicz @lisaabramowicz1]

It may require a US recession to bring down inflation: Fed official. “I’m looking at a labor market that is so tight, I don’t know how you continue to bring this level of inflation down without having some real slowing:” Kansas City Fed President George https://t.co/TU9I1Iqkb1

[Aram Zucker-Scharff | @chronotope.aramzs.xyz @Chronotope]

Semafor has launched, let's take a look! What can we find out about their site besides the fact that their designer *definitely* likes FT? ...

[Jeremy Markovich 🐇🕳️ @deftlyinane]

congrats to Ben Bernanke on being the first former South of the Border employee to be awarded the Nobel Prize

[Alex Gibney @alexgibneyfilm]

How much more evidence does one need for a public option. https://t.co/S98ZVwe1I9 For-profit medicine doesn’t reduce costs, it makes them explode. Companies look for loopholes and administrative fees and their incentives are to produce profits rather than treating patients.

[depths of wikipedia! @depthsofwiki]

was having a bad day until i read the "personal life" section for jarvis cocker, frontman of the band pulp

[kirkshinkle.eth @KirkS]

This is great news.

[Laurie Garrett @Laurie_Garrett]

Cancer Moonshot
The number of cancer survivors in the US has over the last 3 yrs increased by more than a million people.
18 million survivors now live in the US.
That's expected to increase to 26 M by 2040.
There were only 3 M US cancer survivors in 1971.
MORE😄

[Science Is Strategic @scienceisstrat1]

Decoupling growth and CO2 emissions is now a global phenomenon

Cc: @Noahpinion @dwallacewells @ramez @JesseJenkins

[Aleszu Bajak aleszu.bsky.social @aleszubajak]

🚨NEW🚨: My analysis of 2.8 million tweets posted by Congress since 2011 shows the parties increasingly segregating into distinct rhetorical bubbles.

In effect, Republicans and Democrats are no longer speaking the same language.

Lots to unpack: 🧵

https://t.co/3lWVM4XjmJ

[Yahoo Finance @YahooFinance]

ESG investing brings political fights to the investing world https://t.co/m8tx1pefpK by @serwer

[kirkshinkle.eth @KirkS]

👀

[Meb Faber @MebFaber]

Best Investment Writing Volume 6!

Today we kick off Episode 1 with @verdadcap with "Emerging Markets Crisis Investing"

https://t.co/FYQthi7Ym1