Bobbi

Analyst @ a macro fund. Correct calls don’t matter if timing is off.

[Bobbi @_Theta_Neutral_]

This has not aged well

[Bobbi @_Theta_Neutral_]

Tbh, if you listen to just about any Kanye album you can forget and forgive everything.

[Bobbi @_Theta_Neutral_]

Not a bad one

[Bobbi @_Theta_Neutral_]

@calvinfroedge Just to be clear this is a price ratio not a relative multiple, so not a measure of cheap vs market. The S&P staples sector trades largely in line with the market thanks to names like WMT/COST at 35x+

[Bobbi @_Theta_Neutral_]

@dampedspring How do you think about being “equal weight” semis and tech if you’re 28% cash vs a fully allocated portfolio? Interpreting that as focused on the selection within the equity allocation?

[Bobbi @_Theta_Neutral_]

@Birdyword @izakaminska @bcaresearch Because nothing happened in the base period to change the dynamics of imports, like tariffs, right? Right??

[Bobbi @_Theta_Neutral_]

Boilermaker? I hardly know her!

[Bobbi @_Theta_Neutral_]

@TonemanLives lol doing way too much here

[Bobbi @_Theta_Neutral_]

@Globalflows Their built in assistant in BQNT has been solid as well

[Rudy Havenstein, Senior Markets Commentator. @RudyHavenstein]

This is terrible. Who made this?

[Bobbi @_Theta_Neutral_]

@coookwithchris @oasishealthapp 9g of fiber is so stupid. Better saturated fat than I expected though.

[Bobbi @_Theta_Neutral_]

@EconstratPB And Samsung. Or just memory in general

[Bobbi @_Theta_Neutral_]

@EconstratPB In other words, SK Hynix

[Bobbi @_Theta_Neutral_]

Enjoyable, liked this one more than I remembered. Very right down middle fairway for a Sonoma Pinot

[Bobbi @_Theta_Neutral_]

This has not aged well

[Bobbi @_Theta_Neutral_]

The visits are frankly more enjoyable than the take home experience for this one

[Bobbi @_Theta_Neutral_]

@silenttrader84 @INArteCarloDoss My name is Hov!

[Bobbi @_Theta_Neutral_]

Has $JOE considered monetizing their land with a massive data center?

[Bobbi @_Theta_Neutral_]

@innoc_bystander People forget this part of MM theory

[Bobbi @_Theta_Neutral_]

Healdsburg / Sonoma Coast Trip

[Bobbi @_Theta_Neutral_]

lol

[Rock Sexton @RockSexton]

@onechancefreedm BREAKING:

Job loss has been incurring for the better part of the last 4 years 9 months after a completely phony economy was unleashed by the Biden adminm

This is nothing new. The #'s were not real for most of that era and you can't turn this thing around in mere months.