Michael Geri

Managing Director, Senior Portfolio Manager. Father of Brooks and Jack

[Michael Geri @mgeri]

@willo2_Poly I feel your pain, however…

If Polymarket was around years ago and you bet on Lance Armstrong winning Tour de France, and later overturned, how should that resolve, possibly years later? Reverse the decision?

[Michael Geri @mgeri]

@shtanga0x @willo2_Poly If Polymarket was around years ago and you bet on Lance Armstrong winning Tour de France, and later overturned, how should that resolve, possibly years later? Reverse the decision?

[Michael Geri @mgeri]

@bounceidc If Polymarket was around years ago and you bet on Lance Armstrong winning Tour de France, and later overturned, how should that resolve, possibly years later? Reverse the decision?

[Michael Geri @mgeri]

Who is the liquidity?

@Spacex,
@OpenAI ,
@AnthropicAI

[Michael Geri @mgeri]

@Hedgeye

[Michael Geri @mgeri]

@luke_metro

[Michael Geri @mgeri]

@realEstateTrent I wouldn’t want to sell my business to Warren Buffett (smart money) either. Hold out for the 1031 exchange buyers.

[Michael Geri @mgeri]

Many companies offer direct indexing. You pick your index, then can customize, screening to remove sectors or companies you don’t want to own. The balance is reinvested proportional. Usually sectors like fossil fuels for personal moral reasons or specific companies you believe are overvalued. Can also add automatic tax loss harvesting.

[Michael Geri @mgeri]

@jweil130 @GeorgeAston11 @Hedgeye 1. “Nasdaq” is not an index.
2. Nasdaq 100, buyable via QQQ, is 3x prevailing float.

[Michael Geri @mgeri]

I agree the float will rise sharply, and the changing rules to speed inclusion in indexes, for an unprofitable company are worthy for thoughtful debate. My main point is the idea that trillions of index funds will be forced to quickly make disproportionally large purchases is wrong. Index purchases will be exactly proportional to the active float of every other company previously added to index. There has been a misguided idea that index purchases will overwhelm available supply.

[Michael Geri @mgeri]

@RaminNasibov Bolo. A DOS based 2d maze/puzzle. Someone should revive with modern PC

[Michael Geri @mgeri]

@gy222241 @NUCLRGOLF Apparently the rule was changed in 2004, giving singles standing to play through. Thank you for your kind reply.

[Michael Geri @mgeri]

@scottsalaske Top 5% of American’s own >70% of all stocks. This is a rather awkward way of saying 70%+ of capital should consider these strategies.

[Michael Geri @mgeri]

@realEstateTrent Ho Lee Sheet! Crazy. I guess I shouldn’t have asked ChatGPT to comment on my plans when AI machines take over the world.

[Michael Geri @mgeri]

@realEstateTrent If you can guess correctly a 1 % move in 10YT, five times in a row, you can turn $10,000 into $1 billion. Never been done. Won’t

[Michael Geri @mgeri]

@MarioNawfal With only 1% of the atmosphere, trucking on Mars should be easier.

[Michael Geri @mgeri]

@Fryz2394 @ericjackson 1. You can buy up to 5% of company before disclosing.
2. Your own actions are not insider information. (Knowing what you are planning, prevents you from doing it?!?)
Obviously the markets couldn’t function otherwise.

[Michael Geri @mgeri]

FAANG- Valuation Mania

With Facebook (Meta) and Google (Alphabet) changing their names.
FAANG is now MAANA. If intel can continue its rebound, up 58% YTD, and join the club, we can complete the acronym, MANIA!