Economy is fine. My gf keeps buying useless shit.
TheLAPurchaser
4,761 posts
TheLAPurchaser
@TheLAPurchaser
L/S Equity. Not financial advice.
Los Angeles, CA
Joined April 2020
- Took my first Waymo — 10sec app download. 30sec google login. 2min car pick up. Seamless car entry instructions. No awkward interaction with driver. Beyond being really cool…Easy to understand the $UBER terminal value questions after riding. The future is here.
- PEAK POD? Multiple mkt neutral platforms had their worst day(s) since inception this year. $GS PB data: platform funds were down 18 of last 29 days. Material $ concentration + momentum/crowding unwind = unprecedented carnage. Jan/Feb were terrible months of performance. This
- Note to analysts: Your PM not listening to you? Pitch it to his best friend Never fails
- Hell on Earth 1) JPM healthcare 2) MS TMT
- Ladies & Gentlemen - witness the full culinary offering currently available at JPMHC Call me Katniss Everdeen as I find myself in the HUNGER GAMES. I wonder if conference organizers assumed everyone is on ozempic?
JPM HEALTHCARE UPDATES — Bfast is dry pastries. Rooms are inadequate for the attendance - presentations are standing room. Oh and goodluck find your way to your meetings. This hotel is such a god damn maze Daedalus would be impressed. Setup here is honestly just giggles. - My feed right now is really outing how heavily skewed fintwit is to Canada
- JPM HEALTHCARE UPDATES — Bfast is dry pastries. Rooms are inadequate for the attendance - presentations are standing room. Oh and goodluck find your way to your meetings. This hotel is such a god damn maze Daedalus would be impressed. Setup here is honestly just giggles.
- We’re PMs - We’re going to ask if model is updated 5min after the print We’re PMs - We’re going to give you the conclusion we want before you’ve done any work on the name We’re PMs - Just send us the R/R range We’re PMs - Of course we’re going to overtrade😊 Keep it going...
- What’s a lie mgmt tells you? I’ll go first… ‘Growth will accelerate in the backhalf’
- I dont know who at CBOE, ICE, etc needs to hear this. NOBODY WANTS OR NEEDS 24HR TRADING. Could you imagine the mayhem right now?
- Worst humans in history:Hitler,bin laden,jassy,mao in that order
- What’s your biggest professional mistake? I’ll go first… Taking the job at the ‘private approach to public markets investing’ fund
