Brandon Kremer

Portfolio Manager at Heximer Investment Management. Tweets are mine. Investor. Pacifist. Optimist. Fantasy Sports Enthusiast.

[Brandon Kremer @Brandork]

@filbeck_a Sheeeeesh

[Brandon Kremer @Brandork]

@filbeck_a @MKBHD Amazing.

[H.Kazemi @hbkazemi33]

Congratulations to the newest members of the @FdpInstitute community. Results have been released for those who sat for the Q2-2022 FDP exam. The pass rate was 66.67%. The practical and yet rigorous program covers these topics:

[Larry Swedroe @larryswedroe]

Bitcoin now down about 55% in last 6 months. Hedge against inflation? Low correlation to stocks? Safe haven asset? Good diversifier?

[Clifford Asness @CliffordAsness]

Penguins down three just pulled the goalie with more than five minutes left. https://t.co/JEBMaWun9N

[Steve Novakovic @CAIA_SNovakovic]

Sequoia Capital (one of the OG VCs) is investing $800M into the take private for Twitter. I don't know what to call them anymore. They invest in seed stage through Pre-IPO, public companies and now public-to-privates. I guess we should just start calling them an investment firm!

[Meb Faber @MebFaber]

All the managed futures strats, mostly flattish since 2015, seem to be breaking out to new all-time highs this year...

Doing their job!

And yet almost no one ever allocates to trend.

¯\_(ツ)_/¯

[Brandon Kremer @Brandork]

@filbeck_a All Americans would benefit from Elon buying Twitter.

[Brandon Kremer @Brandork]

@filbeck_a Agreed, wealth concentration is bad. We need more people to participate in the upside. Sam Altman's suggestion of an American Equity Fund is a good idea.
https://t.co/1t0QsNTJBB

[Brandon Kremer @Brandork]

@filbeck_a I think the answer is that Elon can allocate capital to where it's needed more efficiently than government. Grow the pie faster and larger?

[Brandon Kremer @Brandork]

@InstAllocator Managed futures trend-following > TREASURIES.

[Brandon Kremer @Brandork]

@filbeck_a @BBC_Worklife "In theory, the perfect mix would be to satisfice most of the time, and only maximise the decision process when the stakes are high”

[Brandon Kremer @Brandork]

@chamath Nailed it Chamath. I turned off mine a year ago. I took it one step further and turned off phone notifications for email too.

[Chamath Palihapitiya @chamath]

When we look back in 20 years, the winners amongst millennials and gen z will all tell different stories. But the one part of the story that will be the same will be the part where they deleted ig and generally silenced notifs from social media apps.

[Brandon Kremer @Brandork]

@filbeck_a Are you changing jobs again? Such a millennial.

[Morgan Housel @morganhousel]

"one container ship gets stuck" did not show up in anyone's 2021 global economic risks forecast.

[Brandon Kremer @Brandork]

@morganhousel I know I bought it three times it was so good. Audible, Kindle and physical versions.

[Brandon Kremer @Brandork]

@CAIA_BillKelly @joinClubhouse @Winston_W_Ma @reddit I can’t wait for the reddit AMA.

[Brandon Kremer @Brandork]

@macrocephalopod I’m going to need to see the Probabilistic Sharpe Ratio before investing. Be careful of overfitting.