afvarner

outdoors, shoes, and donuts. not necessarily in that order.

[Main Management @MainManagement]

Q3 GDP beat at 3.4%, core inflation just logged a 67th straight month above the Fed’s 2% target, and markets were pricing a 69% chance of a December hike as of Friday.

Main’s research team unpacks how they fit together in this week’s Weekly Market Note: https://t.co/l7c3eRTX4e

[Main Management @MainManagement]

Model portfolios are becoming easier to scale, but harder to distinguish.

With active ETFs now in half of advisor models, the shift goes beyond adoption. Active strategies are becoming core building blocks, giving advisors more ways to address index concentration, diversify exposures and differentiate portfolios without sacrificing scalability.

Main Management CEO/CIO Kim Arthur shares his perspective alongside Elise Terry of @BlackRock and Ty Peebles, CFA of @WestEndAdvisory in a new Barron's Custom Content sponsored feature exploring what this evolution means for advisors and the future of portfolio construction.

Read the feature: https://t.co/oAiAEyxKg8

[Main Management @MainManagement]

September added just 29,000 jobs and July was revised back into negative territory, yet participation climbed to 61.8% as people came back into the labor force, which is why this report reads very differently depending on which page you stop on.

Full breakdown on our YT: https://t.co/CTAJJ8sucl

[Main Management @MainManagement]

After 65 straight months of core inflation above the Fed's 2% target, markets more than doubled the odds of an October hike in a single week, from 27% to about 58%.

What is keeping inflation sticky even with oil down 7%? Watch our latest Weekly Market Commentary to find out: https://t.co/KPMEvMTKr9

#Inflation #FOMC #Fed #InterestRates #CorePCE #Macro #Market

[Main Management @MainManagement]

Diesel just hit an all-time high of $5.97 a gallon while core inflation sits at its lowest level since March 2021, which is a stranger combination than it sounds and the reason this week's Fed meeting is getting so much attention.

Full breakdown: https://t.co/2LxlZ3Gzxc

[afvarner @afvarner]

nothing i love more than spending 10 minutes trying to get my @Garmin watch to connect to my computer by ever so slightly adjusting the angle of the cord (usually to no avail) and hoping it somehow works this time... cant we please just get USB-C already??

[Main Management @MainManagement]

The August jobs report was strong enough that hike probabilities rose on the release, and weak enough underneath to complicate the picture: payrolls tripled forecasts at +162k, while hiring announcements ran 57% below normal and wage growth slowed to 3.09%.

That could leave inflation as the deciding factor for the Fed, so it's worth knowing where the labor data actually stands before Friday's CPI.

Our research team, led by @afvarner, walks through these considerations and more in our full Weekly Market Note episode: https://t.co/ybGPOh3Aey

[afvarner @afvarner]

@aidstationfireb We’ll probably wake up at the same time 😂 but also, thank you for your service as always 🫡

[afvarner @afvarner]

Better late than never...

[Main Management @MainManagement]

As Main has grown, so have the ways we partner with and support our clients. Our new websites makes it easier to see what that partnership looks like in practice. The new https://t.co/oOLCzqjCz0 & https://t.co/WvYh13N0JY are live.

This new experience is designed around the people who use it: advisors, institutions and family offices seeking a clearer view into how we invest and the philosophy, perspectives and people behind our approach.

A few highlights to explore:

• Clear, plain-language overviews of all our strategies, where each one could potentially fit and the deeper thinking behind them:

• Resource Portal with current fact sheets, quarterly letters and presentations for every strategy, plus our latest research & market commentary, all in one place: https://t.co/GpC1sbBgm1

• Our new Events calendar featuring the latest opportunities to engage with Main, including our Advisor Summit Series, a two-day on-site due diligence experience at our San Francisco office with the core teams behind the strategies. https://t.co/W1Qi2cqzuW

Main Management has been a partner-owned, independent asset manager since 2002, and one of the early pioneers of ETF portfolio management.

Explore our new homepage and discover more of what’s behind Main Management here: https://t.co/zA4y6J0pff

[Tony @tony_ver2]

Tuto je proste skvělý…poslední etapa Tour de France 😂

[afvarner @afvarner]

.@United once again outdoing itself - another delay into SFO (this time from YVR). Then when we finally all line up to board, we’re told the plane got too cold so we have to wait some more. That’s a first…

[BaseballHistoryNut @nut_history]

It’s July 1st - which means it’s Bobby Bonilla Day

He’s receiving another $1.193 million from the New York Mets today

Only 9 years left on his contract

[afvarner @afvarner]

@akcushman Can’t find anything - did yall figure out what happened??

[afvarner @afvarner]

Heyo @DavidsonWildcat @Davidson_DAF is there any way we can bring these stickers back?!?

[afvarner @afvarner]

hey @StravaSupport @Strava is there any way to click through to one of my past activities from my personal heatmap? that would be some awesome functionality to see - hover over a heatmap piece and have a popup appear linking me to the activity!

[afvarner @afvarner]

@MikeLowrey911 @united I recognize this and know United isnt in control. But if I know the FAA has mandated a slowdown, chances are good United knows that too, so why dont they adjust their flight schedules at all??

[afvarner @afvarner]

Hey @united do yall have any plans to adjust for the slower SFO landing frequency? Or are you just gonna continue to delay flights and pretend like you cant do anything about it? Haven’t had one on-time flight to SFO in two months…

[afvarner @afvarner]

@united this is every flight to SFO, not just one. It’s not as if you don’t know they’ve slowed the landing pace so why don’t you adjust schedules accordingly instead of delaying flights

[afvarner @afvarner]

@CaltransD4 can you please fix the traffic signal that's in front of your substation at 40 shoreline hwy in mill valley? it's been out for days and totally disrupts the flow of traffic exiting the freeway... or is does it fall under @CHPMarin ?

[afvarner @afvarner]

@MillValleyPD can you please send someone to fix the signal at the park and ride at the Buckeye?? It’s been out for days and makes getting off the freeway southbound at shoreline a pain.