Arthur O'Keefe 🎋🚀

Transforming Business Financing in Brazil with Technology | Pioneering Accessible Debt Capital Markets | Founder @BambooDCM 🎋🚀

[Arthur O'Keefe 🎋🚀 @artokeefe]

Compassion and honesty, with the friendship and trust that they build, are just good business. 🙏🏽

[Dalai Lama @DalaiLama]

Friendship depends on trust and trust depends on having a strong sense of concern for the welfare of others. Be honest, truthful and warm-hearted. Make compassion the basis of your determination. Think of what the future can be, not what happened in the past.

[Arthur O'Keefe 🎋🚀 @artokeefe]

@bravosresearch as you highlighted.

[Kurt S. Altrichter, CRPS® @kurtsaltrichter]

Equal Weight S&P 500 $RSP is approaching its largest underperformance vs. $SPY since the market bottom during the Global Financial Crisis. 🚨

A clear sign of how concentrated mega-cap leadership has become.

[Arthur O'Keefe 🎋🚀 @artokeefe]

@GovNuclear @bgurley @MichaelAArouet send to Germany? 🇩🇪

[Arthur O'Keefe 🎋🚀 @artokeefe]

Vc market looks like it’s bottoming out. 🌱 📈

[Pedro Sorrentino @pedrosorren]

GM!

[Arthur O'Keefe 🎋🚀 @artokeefe]

@WillieDelwiche Agrees with the point you make @hussmanjp https://t.co/k671f0snLf - h/t @SoberLook for highlighting @WillieDelwiche analysis

[Arthur O'Keefe 🎋🚀 @artokeefe]

@pedrosorren Which tools do you use the most?

[Arthur O'Keefe 🎋🚀 @artokeefe]

@PauloMacro Reliable contra @agnostoxxx ? 😉😂

@PauloMacro shocking how slow all of this plays out. Have taken some inspiration from @hkuppy and will just watch from afar until after the Olympics. 🏅

Topping process is like watching ice melt. 🧊🫠

[Arthur O'Keefe 🎋🚀 @artokeefe]

@oocbrazill Woman: gisele bundchen @giseleofficial and man: Neymar jr @neymarjr !

[Arthur O'Keefe 🎋🚀 @artokeefe]

Another vision of concentration happening? See the Stock Market Concentration Insights piece from @mjmauboussin and Dan Callahan.

[Holger Zschaepitz @Schuldensuehner]

Good Morning from #Germany, where the country is falling behind in the global stock market race due to a lack of big tech companies. The value of all German stocks is now only 2.1% of global market capitalization. In 2023, this figure was significantly higher at 2.4%. Only 2 German comps, SAP and Siemens, are among the 100 largest listed companies.

[Arthur O'Keefe 🎋🚀 @artokeefe]

@BowTiedBull Not exactly like that @BowTiedBull , but it’s definitely complicated. See here: https://t.co/wvXJ59ZHdv Reality is maybe that you have parallel societies living together. Chew on that. 🤔🇧🇷🇺🇸🇦🇷. Maybe more appropriate to say the current direction feels like Latam history.

[Arthur O'Keefe 🎋🚀 @artokeefe]

@MichaelAArouet Jaguar XKE!

[Arthur O'Keefe 🎋🚀 @artokeefe]

@AMAZlNGNATURE Ha, love the diversity of Brazil! 🇧🇷

[Arthur O'Keefe 🎋🚀 @artokeefe]

@gregisenberg @BowTiedBull exactly as you predicted.

[Arthur O'Keefe 🎋🚀 @artokeefe]

Brazilian lychee’s are smaller and make excellent additions to drinks! 🍸 🍹

[Science girl @sciencegirl]

Can you name this fruit?
https://t.co/mzBycfJAnd

[Seema Amble @seema_amble]

Morris Chang started TSMC ($630B market cap) at the age of 55 - it’s never too late to bet on yourself! https://t.co/V4JBI8dMgZ

[Arthur O'Keefe 🎋🚀 @artokeefe]

@hussmanjp Somehow comes to the same conclusion and looks similar to your graph https://t.co/vmg9Uby2S5 https://t.co/Vy6B5wRiTx h/t @SoberLook

[Arthur O'Keefe 🎋🚀 @artokeefe]

@snyatta Profound statement. Come to the debt markets! 💰🏦🚀

[Arthur O'Keefe 🎋🚀 @artokeefe]

Profound statement. Come to the debt markets! 💰🏦🚀

[Shu Nyatta @snyatta]

The venture capital model isn’t the only way to fund new business ideas

Similarly, equity financing isn’t and shouldn’t be the only way to finance new companies. Especially those with hard assets (eg capex) or other assets (eg very reliable cohorts)

[Arthur O'Keefe 🎋🚀 @artokeefe]

@BowTiedBull https://t.co/WXjkJ6z9rf

Florida’s Condo Prices Are Falling As Cost of Insurance and HOA Fees Skyrocket
February 26, 2024 by Dana Anderson

🙄

[Arthur O'Keefe 🎋🚀 @artokeefe]

@MichaelAArouet I doubt you are in Jaffa, Israel, but it certainly looks like a Mediterranean orange with stone coloring that could be found in the Tel Aviv area.

[Arthur O'Keefe 🎋🚀 @artokeefe]

So… then it makes you wonder what DO they say in New York? 🤔😂 h/t @SoberLook