Joe Martinez, CFA

Managing Partner, @Krilogy Texas. Our mission is to inspire, serve, and enrich lives. Dividend Growth Portfolio Mgr

[Joe Martinez, CFA @joemartinezcfa]

"I love volatility....Taco Bell went to $1!!! 🌮..."

[Vetle Forsland @vetleforsland]

Peter Lynch on volatility

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Joe Martinez, CFA @joemartinezcfa]

Texas 🚀

[Senator Tan Parker @TanParkerTX]

A major milestone for Texas: the @TXStockExchange will begin trading this summer, launching a new era for capital formation in America!

Over the past several years, I have been honored to help lead efforts in the Texas Legislature to strengthen our state’s pro-growth capital markets framework, work that helped make this moment possible. Texas is now poised to be the financial market leader while also expanding opportunity for workers, investors, and companies alike.

The TXSE is more than a new exchange, it is a clear signal that the future of American finance is taking shape right here in Texas!

https://t.co/tbN8snhOcp

[Joe Martinez, CFA @joemartinezcfa]

@CliffordAsness time to pull the goalie?!?! 🏒

[Josh Pollock @TexasDoughnut_]

mezz lenders 🤝 mezz borrowers

[Jim O'Shaughnessy @jposhaughnessy]

"If you can dream it, you can do it."
~Walt Disney

[Joe Martinez, CFA @joemartinezcfa]

@drgurner ...agree for people already well on their way to greatness, but for the young or inexperienced, I would argue "discipline" is one of the only levers they can pull to create skills and expertise.

[Condoleezza Rice @CondoleezzaRice]

May God truly Bless America today. And may we all pledge to respect each other and our institutions, remembering to be grateful for the privilege of citizenship in this great country.

[Joe Martinez, CFA @joemartinezcfa]

@LouStagner My ?: an 18 handicapper plays the same course 20 times. His course hcap is 20 and par is 72. All 20 times he shoots 92. Course slope is 130. So his new handicap is 20 - correct, or no?

[Liz Ann Sonders @LizAnnSonders]

CPI categories in y/y and m/m terms

[Kathy Jones @KathyJones]

Ten-year yields drop 10 basis points - largest one-day drop this year - if it holds.

[Jim O'Shaughnessy @jposhaughnessy]

“AI is not replacing existing work that's being done, but adding new capabilities to the organization. This will be the classic pattern that we see, and it will produce the vast majority of opportunities in AI.”
~Aaron Levie

[Joe Martinez, CFA @joemartinezcfa]

@MegBartelt @christine_benz @elonmusk Ha yes certainly each parent knows best...I think as a society we should focus on his main point: encourage parenthood!

[Joe Martinez, CFA @joemartinezcfa]

@christine_benz @MegBartelt ...agree w/ both of you but also with @elonmusk in the belief that one of the best things 2 smart, kind ppl can do for humanity is to have children!

... adoption too is paying it forward as well.

[Joe Martinez, CFA @joemartinezcfa]

@ric_orna @Jack_Raines @skuidify @LeanData Fascinating - thanks! Are there ppl out there who build on Salesforce using only custom objects to avoid the shortcomings you describe?

[Joe Martinez, CFA @joemartinezcfa]

@sweinand @biancoresearch @camharvey Skyler, bear steepener generally = stagflation?

[Joe Martinez, CFA @joemartinezcfa]

@ric_orna @Jack_Raines @ric_orna interesting point - will you pls elaborate on "You can tell ..1999" I'm a former user, understand your point from cosmetic perspective, but sounds like you're talking about something more fundamental.

[Joe Martinez, CFA @joemartinezcfa]

@CFADFW Yes, I have! This is a great panel in a wonderful venue - please join us!

[Joe Martinez, CFA @joemartinezcfa]

@fortworthchris Roger Staubach, Jon Gray (we know you're working on it...), Bill Ackman always interesting.

[Joe Martinez, CFA @joemartinezcfa]

@LouStagner ... would be very interesting for you to provide the # or % of +1's in your known data set given 250 driver's distance...

[Joe Martinez, CFA @joemartinezcfa]

@Integrity824 @drgurner YEP!