CIO of The North

FO CIO. Markets, global economy, local (Minnesota) news. Opinions expressed are my own and do not express the views or opinions of my employer

[JabroniCoin.USD @TheBenSchmark]

Oof, this is embarrassing. Slow growth, large losses.

SpaceX getting absolutely ARRmogged by Anthropic despite griftmaxxing for years. Sad.

[CIO of The North @MNupdate]

Chris Hohn and John Armitage sold all their MSFT to Bill Ack

[CIO of The North @MNupdate]

@LaraLeaTrump @TheStalwart @EricTrump @Scavino47 @SecRubio We used to be a serious country.

[Jeff Timmer @jefftimmer]

@AntiToxicPeople He so thoroughly stupid he has zero idea that his constant rants like this, cognitive tests, etc are constant displays of both the breadth and depth of his stupidity.

[Steve Dallas @AgingPrep]

What happens to your market value when you pivot to rural imbeciles and wealthy idiots.

[CIO of The North @MNupdate]

Will be fun when Boaz Weinstein/Saba forces a PSUS liquidation for the persistent Ackman discount.

[CIO of The North @MNupdate]

@AlderLaneEggs @SecScottBessent It’s not shady if he follows the IRS rules. He probably has a diversified PA and is just contributing it to seed his ETF that will own the same things/have same strategy

[Mark Hammond @MarkHam80780803]

“The Death Star is under attack. Where is Vader?”
“He’s in the ballroom, sir.”

[Eric Balchunas @EricBalchunas]

Gabe Plotkin (of GameStop fame) is launching the “Snowball ETF” at some point prob soon and it wil be a 351 conversion, way to get rid of embedded cap gains. Nice piece on it today from @denitsa_tsekova & @isabelletanlee

[Jonathan Lemire @JonLemire]

President Trump, in his first post this morning after last night’s WHCD shooting, renews his call for his White House ballroom

[CIO of The North @MNupdate]

MAGA loves ballrooms; it’s the most important thing for the country right now. Love how they all concluded this at the same time. Here accounts that just repeat what they’re told: (why this site gets worse and worse)

[MeidasTouch @MeidasTouch]

MAGA accounts tweet in unison about the need for a White House ballroom following WHCD incident

[CIO of The North @MNupdate]

@Parag_Oilman @DanielSLoeb1 Just when you think Ai will make markets more efficient, people prove they will just accept slop and act accordingly.

[CIO of The North @MNupdate]

@IvanTheK Looks like this is happening now? Selling off on not much news.

[CIO of The North @MNupdate]

@sean91237 Great point.

[CIO of The North @MNupdate]

AQR L/S tax loss harvesting caught in the Avis short squeeze is wild. Probably not what they signed up for. Getting the full Porsche/VW experience.

[CIO of The North @MNupdate]

Leveraging to intentionally create tax losses might have more risk than expected. (Probably not a huge position for them)

[Ian Guider @ianguider]

LIV Golf Facing Imminent Closure as Saudi Backers Weigh Pulling Funding https://t.co/1IkyOivfrv

[TTI @TikTokInvestors]

This part of the cycle

[CIO of The North @MNupdate]

Why is Donald Trump at a McDonald’s?

[The White House @WhiteHouse]

LOVIN' IT! President Trump receives the first ever DoorDash delivery to the Oval Office highlighting No Tax on Tips, which helps millions keep the money they earn. 🍔🇺🇸

[CIO of The North @MNupdate]

@GrageDustin lol. “One of our security guys” - your cat maybe.