ESG Orphan

Constrained Capital's ESG Orphans. ETF was euthanized, opportunity cost. Theme/investment concept still work. Returns are stellar; I still consult w folks.

[Mark Neuman, CFA @MarkNeuman18]

The one thing I’ll say about today’s action: I don’t know how many people had this on their bingo card. And if they don’t turn them around in the next 30 minutes, call it “the 2:30 shuffle” as I used to all the time, it’s gonna be an ugly close.

Think Newton‘s first law. They better bounce this market soon. That’s all I’m saying.

@gnoble79 @davevermilion @ArturoVandelayI @DougKass @TgMacro @dailydirtnap

[ESG Orphan @EsgOrphan]

@FloraLuzz_ Better or worse than Hillary's "Deplorables" or Biden's "racial jungle" reference to mixed race bussing?

[ESG Orphan @EsgOrphan]

@AbdulElSayed Do Muslims hate us?
You said it here:
https://t.co/dVm5yu5qne

[ESG Orphan @EsgOrphan]

@SaraReyi It's not a lie, if you believe it....

[ESG Orphan @EsgOrphan]

@schmeminist When your ideology becomes your identity, you're done.

You are there.

[ESG Orphan @EsgOrphan]

@HorrorGorl Let me guess, you worship Roger Waters rife with lies, libel, and false narratives.
Right?
When your ideology becomes your identity, you're screwed.
You're right there, right now!
Good luck

[ESG Orphan @EsgOrphan]

@Martina How many jobs has Elon created? How many people has he made super wealthy? Legally I mean. Not fraudulently.
Now do this with Ilhan.
And, if/when it's revealed with fire what the smoke is suggesting, will you eat crow and do a mea culpa?
Perfectly timestamped emotional tweet, TY.

[ESG Orphan @EsgOrphan]

@DariusDale42 @federalreserve @SecScottBessent @DavidZervosDC Gold/UUP/TLT since Jan 30, Warsh appointed.
Clear as day. New rate regime, new guy in charge, NOT A BOOMER!
Bernanke pushed him out during GFC as he wasn't playing MMT.
EVERYONE easy $ addled, prays dovish.
Nobody saw a cycle?
Bond bull mkt ended 2022. Prove the counterfactual!

[ESG Orphan @EsgOrphan]

@TedRall What gives with the Dead Sea scrolls found in a cave, written in Hebrew, date-tested to 1000s of years?
How?

[ESG Orphan @EsgOrphan]

@WSB_redditor @nntaleb NY Times photos. OK. They're not complicit, right!!
🤡
I am an American. I believe in freedom, live and let live, don't attack civilians, be free to love who you want, practice what you want, don't kill nonbelievers, don't marry kids, don't subjugate women.
What do you believe?

[ESG Orphan @EsgOrphan]

@WinningFactory @jisoostein @mehdirhasan I think it was a billion killed

[Mark Neuman, CFA @MarkNeuman18]

Starts with a D. And there is definitely a greater all for one team spirit this year.

I’m not saying that Bread prevented team chemistry from developing, but you can be darn sure there was a lot of fancy skating and East West going on. We’ve seen a lot of north south in the first handful of games.

I like it. We are a little quicker and I think a little younger. We are making it hard to play against us.

The one thing I noticed too is in the D zone, it’s a five man unit protect protecting the house. We didn’t see that consistently last year.

Our second D pairing is making a very strong showing thus far.

[ESG Orphan @EsgOrphan]

@EdKrassen Ed, Brian, whichever persona you are....
Explain this:
https://t.co/dVm5yu5qne
I don't think your flex is what you think it is. I don't fear him for policy, I fear him for his deep-rooted beliefs, hate of kuffars, and anti-Americanism deep down.

[ESG Orphan @EsgOrphan]

@MasterMaliq Maliq, a litmus test. Simple yes or no.
Are H*mas terrorists?
Who destroyed/suppressed/terrorized Gazans since 2005?
Is the H*mas charter to destroy Isr*el & the J*ws?
Is that OK or do they need to be eliminated?
Does Iran sponsor global terrorism?

Your taqiyyah test is this....

[ESG Orphan @EsgOrphan]

@nntaleb Deep down, all IQ, no EQ revealed as low level performative libel using "genocide."
Sophistry/charlatanism full display.
Word technically applies? Worst genocide in history. Lowest civi/combatant rate ever, drop leaflets, inoculate, provide food.
Simpletons confuse genocide & war

[ESG Orphan @EsgOrphan]

@EricBalchunas Mkt of stks vs a stk mkt. A few logs hold up the whole log jam.
Mag 7: MSFT fine. AAPL fine. GOOG ok. AMZN bounced. META holds up. NVDA holds trend barely. TSLA +30% 1mo, -16% YTD.
Transports < 200d. KRE < 200d. IYC -5% YTD. XLU -8% 1yr. Airlines/Autos down.
Tech vs mkt basically

[ESG Orphan @EsgOrphan]

@alon_mizrahi What can I complain about next...

[ESG Orphan @EsgOrphan]

@Weir4Liberty When your ideology has become your identity, it's over.

[ESG Orphan @EsgOrphan]

@johnpavlovitz Just enjoy the music clown