GloryBowl

[GloryBowl @lusins]

The Mighty Tetons!

[GloryBowl @lusins]

@KenNuttallFP @EricBalchunas Of course it does. This post is pure click bait.

[GloryBowl @lusins]

@RaminNasibov Hard Hat Mack

[GloryBowl @lusins]

@TaxAlphaInsider Great conference. PS - complements to the Chef - the food was top notch. A way to a Tax-Aware wealth manager’s heart is through their stomach for sure!

[GloryBowl @lusins]

Jackson Hole is similar to Aspen wrt home price appreciation. I wrote an blog post awhile back comparing Jackson’s HPA vs the S&P taking mortgage leverage and maintenance costs into account. TLDR: hard to beat the S&P even in the best real estate markets in the world. https://t.co/vH6KcXDGAW

[GloryBowl @lusins]

@seasidejoenews @Seahawks Chris McIntosh

[GloryBowl @lusins]

@dsonoiki

[GloryBowl @lusins]

@TripleNetInvest Family offices are often just jobs programs for the progeny. They’re great seats financially for a few years but you’ll never have your name on the door and you’ll gain zero transferable skills.

[GloryBowl @lusins]

With 3 kids, I think it’s that Nintendo games are stories that are generally harder to complete and require more concentration and mental effort. The kids often prefer low stakes, low attention span apps and games like Roblox. Sadly, I’m not sure my kids have ever completed a Zelda or Mario.

[GloryBowl @lusins]

@markcecchini @AcquiredFM Understood. My point is that the esteemed hosts also oversee VC funds whose headline, overly generalized fees are often made out to be egregious.

[GloryBowl @lusins]

@markcecchini @AcquiredFM What about VC fees? Fees charged on committed capital? Acquisition fees? 1/15% fees on single name co-invests?

[GloryBowl @lusins]

@andrewoetting @altcap @daveneur You’d be surprised how many follow Baker Brothers into every biotech investment based on their 13F.

[GloryBowl @lusins]

@altcap @daveneur Yes, a warning to anyone that buys whatever the “smart money” hedge funds are buying on their 13Fs. Many positions are boxed for tax or relationship purposes and the fund may have either no position or could be net short…

[GloryBowl @lusins]

@markcecchini Welcome to Jackson.

[GloryBowl @lusins]

@AOC This is precisely the rhetoric and mindset of someone that has never built anything in their life. To “get” I must “take.”

[Meme King @MemeKingc]

😂�

[GloryBowl @lusins]

@ExchangiFi AQR has far outperformed the 50 bps per annum used in these projections. Their alpha will likely come down but I’m fairly confident it will do better than what Elm modeled.

[alpha man @alphaman_111]

On day 1 of my high school history class, our professor got up and said

You are 15 or 16 years old. 200 years ago people your age were married, planted crops, had children, and built a cabin by winter. You can do your homework. The bar set for you historically is embarrassingly low. You are not dealing with regional famine or plague. You do not have to save your family from marauders or go into battle to destroy your enemies. You have to sit down and learn from someone who cares about you in a safe, air-conditioned room. You have no excuses.

[GloryBowl @lusins]

@ArtKatona @CryptoMikli I have receipts

[GloryBowl @lusins]

@debt_serious No, definitely did not. Just memorable bc he had the original Enron HQ “E” in his office, which he bought at auction.