Jerry Bell

Partner @elmwealth | Cameo in @COACH_PAPAS profile header

[Jerry Bell @chebellz]

Teach a mom to fish

[Jerry Bell @chebellz]

@west4thstreet @ElmWealth ✍🏻✍🏻✍🏻

[Victor Haghani @ElmWealth]

Our latest is on PERPS

Crypto and prediction market people are intimately familiar with perps. Most other investors aren't, but they're about to be, because they're coming to equity markets. Written as a product explainer in the spirit of the Salomon Brothers research days :)

[Jerry Bell @chebellz]

@prestonattebery lol

[Jerry Bell @chebellz]

@jclooce 🙃

[Jerry Bell @chebellz]

Salomon Brothers did NOT have to go this hard in the graphic design department

[Victor Haghani @ElmWealth]

As part of our semiannual investor calls, we like to do a section called "Top of Mind"

Here are a few things Elm is currently thinking about (1/4):

[Victor Haghani @ElmWealth]

apropos of nothing...

[Jerry Bell @chebellz]

@DoctorRazzWSOP @ElmWealth covered at length in our non-US call. more to come once the strategy has officially launched :)

[Victor Haghani @ElmWealth]

Reflecting on yesterday, which was our midyear investor day for Elm's SMA, ETF, and offshore fund clients.

Across every conversation, two topics kept coming up: inflation, and just how thin the US risk premium has become.

[Andy Constan @dampedspring]

A client who is seeing my real yield tips view asked me the age old question. "Im young why would I own fixed income". The answer is at your risk target owning a diversified portfolio had a higher expected return than owning just equities or concentrated equities. Listen to this

[Danny Dayan @DannyDayan5]

In my 21 years of working in finance, I can tell you without hesitation that the dumbest and most useless market you will ever encounter is the TIPS market.

You can trade it like anything else, but if you take signals from it means you have an IQ of 0.

[Andy Staples @AndyStaples]

Reporter: “How do you keep your players from being satisfied?”

Texas A&M coach Mike Elko: “I show them our trophy case, and it’s empty.”

[Jerry Bell @chebellz]

Thanks @DoctorRazzWSOP! Going to make a fantastic addition to the @ElmWealth bookshelf

[Jerry Bell @chebellz]

@carm1nee drop the tanning regimen king, glow is looking spectacular! @GavinSBaker

[Jerry Bell @chebellz]

The potential for 351 conversions to become "transactions of interest" massively influenced our decision at Elm not to move forward with one earlier this year

[Justina Lee @justinaknope]

US Treasury officials just made some of their strongest remarks yet on tax-aware strategies, signaling particular concerns in:
- funds that generate ordinary losses
- 351 conversions
- box spread ETFs
- dividend-dodging ETFs

“I would advise investors to be cautious when something looks too good to be true because it probably is.”

[Jerry Bell @chebellz]

2 year update: she’s an expert!

[Jerry Bell @chebellz]

Teach a mom to fish

[Jerry Bell @chebellz]

How do I tell my twitter algo that I want to mute all KVV schlock but still see Open coverage

[Jerry Bell @chebellz]

@ngschuNLU TV mount looks great!

[Victor Haghani @ElmWealth]

Is your AI startup wealth fueling your demand for a private jet? if so, we'd be happy to send you a copy of The Missing Billionaires :)

[Jerry Bell @chebellz]

Paying for lunch but then whipping out your phone to take a picture of the receipt results in instant aura depletion