Lord Oppenheimer

[Lord Oppenheimer @LordOppenheimer]

@TimTheMM @vixologist Frame this.

[Lord Oppenheimer @LordOppenheimer]

@MebFaber @charliebilello I always feel like doing this with IEMG(or EEM) is awkward against, say, VWO, which is 10.36% partly due to excluding South Korea.

[Lord Oppenheimer @LordOppenheimer]

@Dcpcooks

[Lord Oppenheimer @LordOppenheimer]

@SunriseTrader This is a really sweet thought, HAGW!

[Lord Oppenheimer @LordOppenheimer]

@dampedspring Well! Ok! It's a little bit of fun. You could build a Higher For Longer island. You could put Blastloise there to defend it. Now, I'm not sure about the big red boot, but I bet there's a way...

[Lord Oppenheimer @LordOppenheimer]

@ShortSeller @finviz One of the most important things I've taken away from you and other chart wizards!

[Lord Oppenheimer @LordOppenheimer]

@dampedspring I've continued to diversify internationally(though not as far as you, apparently, per your latest pod). One thing that worries me, though: What stops the US from banning or curtailing ex-US investment? I never hear anybody talk about this risk, so I assume I'm just uninformed.

[Dario Perkins @darioperkins]

The benefits of independent central banks have always been overstated. Theory is v compelling, evidence less so (like so much in macro). I dont think they were the reason for the Great Moderation (or cause of the Great Inflation).

BUT it works better than the alternatives....

[Lord Oppenheimer @LordOppenheimer]

@DannyDayan5 Ty! Agreed it's tough to predict, but part of me looks at the discourse and keeps asking "Do you want your parents to be poor? Your grandparents?" I say this because plenty of affluent 20-somethings are on this train, too. Feels short-sighted in some pockets.

[Lord Oppenheimer @LordOppenheimer]

@Renee65145510 @SunriseTrader I think they're A/B testing, because my chevron is gone as well on both mobile and web. I used to have it. Also, my feed now defaults to "For you" instead of "Following" which is... gruesome.

[Lord Oppenheimer @LordOppenheimer]

@jbulltard1 When I had less money(but some), this is why I bought pet insurance. Having to choose between my pet and debt seemed way too stressful. Paid out in the end, but honestly I'd pay for the peace of mind regardless.

[Lord Oppenheimer @LordOppenheimer]

@Dcpcooks Reigning Champ. The lightweight is tremendously soft(try the slub, too). The medium and heavy weight are also just perfectly made, great-to-wear sweats. Easy go-to brand.

[Lord Oppenheimer @LordOppenheimer]

@KrisAbdelmessih Great perspective and reminder!

[Lord Oppenheimer @LordOppenheimer]

@CordovaTrades Listen we're not just trading this for money. We're doing it for a shi*tload of money!

[Lord Oppenheimer @LordOppenheimer]

@CordovaTrades Wait, that's the password on my luggage! Brilliant!

[Lord Oppenheimer @LordOppenheimer]

@agnostoxxx @Citrini7 Cit's honestly a favorite read(as are you, Shrub - wen Substack Packs). Feel like we're just hitting peak Substack - too many users perhaps going heavy into positions intentionally sized conservatively. Amplifies small cap hiccups when the port was never constructed for it.

[Lord Oppenheimer @LordOppenheimer]

@Jukanlosreve I've enjoyed your posts. Wherever you post, I know you'll be successful!

[Lord Oppenheimer @LordOppenheimer]

@MebFaber This is funny because I interviewed financial advisors over the summer and each sorta side-eyed my modest(?) allocation to ex-US. I started to feel like I was crazy!