John Beatson

$SMRI ETF | $RNIN ETF | All posts/re-tweets personal and not firm related. Not investment advice or an offering.

[John Beatson @beatson8]

@StanphylCap If you liked season 1 of Tehran, check out Fauda on Netflix.

[John Beatson @beatson8]

AI investment landscape remains dynamic :

[John Beatson @beatson8]

@RyanPKirlin We get this question often from advisors. Bloomberg's implied liquidity tools on an individual ETF can be helpful with this analysis:

[John Beatson @beatson8]

Maybe HPS selling to BlackRock was the generational Private Credit top...

[John Beatson @beatson8]

@rcolvile @Noahpinion It's almost as if Supply & Demand drive outcomes...imagine that.

[John Beatson @beatson8]

@IrvingSwisher @ss492 Q : What is BB career W/L record without Tom Brady as his QB ?
A: below .500

That career warrants 1st round HoF consideration? No chance.

[John Beatson @beatson8]

@sciencegirl Godzilla

[John Beatson @beatson8]

@44MagnumBlue1 The definition of a stud.

[John Beatson @beatson8]

@ScottHanson Here’s an amazing concept: broadcast a video feed that allows your customers to use THEIR ENTIRE tv screen to watch a live sporting event.

[John Beatson @beatson8]

"By the end of the game, Kenan was a ghost town and the Tar Heels had given up more points than in any previous opener in their history, according to Sportradar."

[John Beatson @beatson8]

Shocking that an NFL coach with an average career W/L record, if you remove the greatest player of all time from the stats, is just another guy in college football without the GOAT on his roster. Imagine that. Average travels from the NFL to the NCAA.

[John Beatson @beatson8]

@realEstateTrent @robofhood The hills are a feature, not a bug. 😎

[John Beatson @beatson8]

$F (Ford) is trading below it's px level in 1988. Impressive.

[John Beatson @beatson8]

One of the funnier things about Bridgewater is that their returns inflected higher right about the same time that Ray left the firm....

[John Beatson @beatson8]

@funwithnumberz Do you think tariffs will lead to a broad based material rise in CPI ?

[John Beatson @beatson8]

@JerryCap Likely IRR's (not MOICs) and a starting point for Equities of year 2000. S&P 500 was negative for roughly the first 12 years of the period cited (from January 2000 - late 2012 SPX had a negative total return).

[John Beatson @beatson8]

@LegionHoops AD's back, hamstring, and/or oblique...

[John Beatson @beatson8]

Big Tech Free Cash Flow Stagnating:

[John Beatson @beatson8]

@MichaelAArouet Don't think many people would have guessed Greece leading all of Europe in hours worked....

[John Beatson @beatson8]

@TheStalwart If so, you can remove ��affordable” from the description of housing that will be built. Doesn’t pencil.