Robert Drach

Asset manager @ Drach Advisors, Assist Prof @ MMA, writer/researcher @ Drach Market Research. Dad, CFA. Tweets personal and are not advice. MIA → UF → TLH → ME

[Robert Drach @RBDrach]

Today's market really has some "beginning of the end" vibes to it.

Note: I am a historically poor interpreter of vibes.

[Robert Drach @RBDrach]

clown show

[Robert Drach @RBDrach]

@aobrien2010 Pingree should support an increase in the homestead exemption. It's a progressive tax break that would really help people.

[Robert Drach @RBDrach]

I recognize this corner!

[Harley Finkelstein @harleyf]

Self-employment just hit its highest level this century.

Turns out AI didn't replace the entrepreneur. It created millions more.
https://t.co/sG5D35ETZC

[Robert Drach @RBDrach]

@ValueStockGeek This shows 15% of household income basically disappearing over 2 years, wiping out 30 years of more gradual lifestyle shifts. An absolutely massive jump.

[Robert Drach @RBDrach]

@RonFilipkowski @svdate Sounds like Doug Burnum might have some culpability here.

[Robert Drach @RBDrach]

Am I the only one that thinks the FOMC is being smarmy with their “approved the following statement for release by” vote count? 12-0 with that language only means they all agreed to release the statement, not that there were no policy dissents .

[Robert Drach @RBDrach]

@Claudia_Sahm @kylascan Am I the only one that the FOMC is being smarmy with their “approved the following statement for release by” vote count? 12-0 with that language only means they all agreed to release the statement, not that there were no policy dissents .

[Robert Drach @RBDrach]

@MappingFL Shah got a narrow plurality of 1st place votes in the district, but its unlikely he was the preferred choice of a majority, as Jackson/Pingree/Bellows had put together a RCV alliance, and all have more CD2 appeal (Pingree is from just outside). Same reason he lost statewide.

[Robert Drach @RBDrach]

@ME_Politics_ @AnthonyMEmerson @KingRicci Jackson makes sense if you are trying to find the most similar candidate. But he didn’t really do great in the gov primary. Bellows looks like she was the more preferred candidate.

[Robert Drach @RBDrach]

@TheMaineWonk You should not win an election if most people don’t want you to win.

[Robert Drach @RBDrach]

@TheMaineWonk He’s not even the founder. He’s the grandson of the founder.

[Robert Drach @RBDrach]

@jpklees @mattyglesias Yeah, definitely more mountainous on the Maine side. Fewer mountains as you go north along the border, mountains separate that area of Maine from more populated areas.

[Robert Drach @RBDrach]

@Birdyword what if ive been worried since 2016?

[Robert Drach @RBDrach]

@CliffordAsness I agree health insurance is not really insurance. But that’s the way the system was pre-Obamacare. Also, I’d argue that most people understand that Obamacare was direct taxation for government largesse. Not really a secret.

[Robert Drach @RBDrach]

@CliffordAsness Oof. I’ve witnessed Cliff Asness “you should read the article” tweets, but never been on the receiving end. That said, my point was about 1)the flaw and limited coverage of insurance and 2)getting locked out of the health insurance market altogether.

[Robert Drach @RBDrach]

@maxasteele I actually think they showed a pole with him at 100% among self identified MAGA

[Robert Drach @RBDrach]

@teasri Tobins Q and price/book really are irrelevant today.

[Robert Drach @RBDrach]

@AnthonyMEmerson I got a call for a Suffolk poll a few days ago

[Robert Drach @RBDrach]

@Vetta_Fi I've been unable to log in to my ETFdb Pro account for nearly 2 months now. no response to multiple support messages via the site/email. Any chance someone from the team can assist or escalate? Thanks!