t0talreturn

Global PM. CFA Charterholder. Hip-Hop Enthusiast. Gnar shredder. Inversor. Economía. Fútbol. Sauce. Shanks. Geopolítica. Comida.

[t0talreturn @t0talreturn]

@Jack_Raines D

[t0talreturn @t0talreturn]

Old stock exchange buildings are cool

[t0talreturn @t0talreturn]

Smh 😑

[Dip Wheeler @DipWheeler]

the boys hit beijing.

[t0talreturn @t0talreturn]

The future is going to be wild…my drive to work will consist of prompting/chatting w/ AI to do my job while my autonomous car drives me there…this is assuming I still have a job in the future…

[t0talreturn @t0talreturn]

I just realized I’m 16 in bbg years 🤯

[t0talreturn @t0talreturn]

It's quite impressive how the US/ West / $USAR are catching up on #rareearths ...lots of really good assets/operations in #brazil even beyond Serra Verde news today! ;)

[t0talreturn @t0talreturn]

RIP to a legend

[t0talreturn @t0talreturn]

@PeterMallouk @charliebilello Do you happen to have this data also including international developed and emerging markets? Less efficient markets, so I’d be curious if beat rate is better/it makes more sense to NOT index in these specific buckets?

[t0talreturn @t0talreturn]

@FedProm What a great idea! Cannot wait to “clean” this week :)

[litquidity @litcapital]

How it feels watching AI do your job better than you can, realizing you’re a few months from falling into the permanent underclass

[t0talreturn @t0talreturn]

AI responses are ranging from $50-200B fwiw…

[t0talreturn @t0talreturn]

Asking bc I don’t know but what’s the LBO price for #greenland? Just thinking out loud, but why would Denmark/Europe be completely against? Couldn’t they solve many fiscal constraints on the region by monetizing some assets that aren’t US AI stocks??

[t0talreturn @t0talreturn]

@readswithravi Favorite bookstores and libraries you’ve visited?

[t0talreturn @t0talreturn]

@shaunrein Roosevelt corollary…

[t0talreturn @t0talreturn]

Which global markets are the local investors/strategists NOT positive going into 2026 szn? 🤔

[t0talreturn @t0talreturn]

@conorsen Going to movies again! Nice!! First step towards buying stocks, real estate, AND other consumer goods/experiences with those fat savings balances 🙃

[t0talreturn @t0talreturn]

@HedgieMarkets Do you think it happens slower than we all expect bc many firms will want to avoid the bad/negative PR? Feel like it’s easier for large caps/public companies vs SMEs…

[t0talreturn @t0talreturn]

If you don’t keep mate in your desk for days like this…are you even living!?! 🧉🧉🧉

[t0talreturn @t0talreturn]

Seeing 30-40% discounts on average across stores I’ve shopped today. Biggest discounts up to 80% and smallest aside from now discount around 15%.