mpappa

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@leadlagreport Already own some.

[SpaceX @SpaceX]

Watch @ElonMusk provide a technical update on SpaceX’s capability to manufacture, launch, and operate AI satellites at scale → https://t.co/PSCyWrNsOg

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@ludoonchart One of my favorite investors.

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@davidzmorris All good

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@NiallStanage TDS

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@RealJimChanos I'm with Ron Baron on this one as much as I respect your opinion.

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@EricBalchunas MU

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@zerohedge Until they need a bailout of their private credit portfolio.

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@SenWarren Disrupt inefficient and corrupt government and politicians.

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@zerohedge Do we get rotation trade 2.0

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@zerohedge DCF is only one measure.

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@SenSanders Supports Congress getting rich. Clean up the fraud Bernie

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@CollinRugg Been around for ever, never built.

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@YahooFinance DCF is only one metric for valuation.

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@DylanByers They are so biased anyway. Time to balance it out.

[Eric Balchunas @EricBalchunas]

Revenge of the Nerds: Factor ETFs are having their second best year in a decade as over half of them are besting the S&P 500 (much better than active). And every category is seeing inflows ($87 total) except Low Vol (which we think has largely been replaced by buffer ETFs). Good stuff on a wildly underreported part of mkt from @psarofagis

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@firstadopter Private deal. If you had $80 Billion, why would you buy on the open market?

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@maxpashman What about a tax strategy?

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@Rick_Ferri Several. Step up in basis. Can also write off nursing home expenses in schedule A. Direct index is far too risky of an asset class for this client who needs to preserve capital. I'm sure there's more.

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@jackcoder0 Use AI and learn it. Only way to say ahead of the curve.