benwise

Finance and golf, in no particular order.

[benwise @benwiseTO]

@NickKouvalis Longer term maybe. But yield differentials drive near term FX rates. Lower dollar would increase export competitiveness in the face of tariffs. But would also increase the cost of imported goods.

[benwise @benwiseTO]

@TMTLongShort You can be market and factor neutral and still swayed by data that confirms your priors

[benwise @benwiseTO]

@TMTLongShort I’ve read them and that doesn’t answer the question. My point is that if your political views are so malleable then so must your investing views.

[benwise @benwiseTO]

@TMTLongShort And your boi Trump made the Libs win the last election

[benwise @benwiseTO]

@TMTLongShort Do you let your politics get in the way of your job? Serious question. Family office allocator. Canadian. Conservative. No fan of what this country has become. But what’s the purpose of him doing that?

[benwise @benwiseTO]

@BigJohn043 Media gets it completely wrong. Family office allocator here. We’re investing in funds that only do single asset CVs. Comparable returns on MOIC, shorter hold, arguably less risk.

[benwise @benwiseTO]

@Restructuring__ Except that’s not how it works.

[benwise @benwiseTO]

@CliffordAsness @davidhogg111 @TuckerCarlson In process of allocation to AQR funds. Come for the returns, stay for the tweets

[benwise @benwiseTO]

@bennpeifert Family office investor here. Thanks for posting this thread as I was actually looking for it after having a convo with another SFO. Our work shows a barbell produces higher returns with less vol. We are long vol via CDS.

[benwise @benwiseTO]

@chasingscratch0 question: I’m headed to Pinehurst on Saturday with 10, 4 and 2 booked. I have time on Monday to get in a round. Tobacco Road or Southern Pines. If SP, which course?

[benwise @benwiseTO]

@mjmauboussin Thank you!

[benwise @benwiseTO]

@bennpeifert I was there….

[benwise @benwiseTO]

@stevemooregolf Consistency of process 🤣

[benwise @benwiseTO]

@hutch_golf Time Bomb by Rancid. Jump Around house of pain. Been Caught Stealing Jane’s Addiction

[benwise @benwiseTO]

@BoringBiz_ Link to source?

[benwise @benwiseTO]

@ByronBayGold1 They aren’t developing it themselves

[benwise @benwiseTO]

@hubrishunter @ByronBayGold1 Chill. Focus on the outcome. Smart people involved here.

[benwise @benwiseTO]

@SashoMacKenzie @TheStackSystem You just made a perfect product even better! Just in time to restart speed training.