ExcessDefaults

Seeing MFIC news after getting rinsed on my brazil names yesterday

I love fall

The light shines in the darkness, and the darkness has not overcome it.

RILA QoQ and YoY growth (LIMRA)

Q2 Sales estimates, where is the top for RILA?

RILA and FIA

$APO austin office ramping

Incredibly good adoption strategy here.

What's in your RILA?

Think this really paints how rough the business is wrt what it needs to do to recover underperformance vs 3yr benchmark(s). $GQG.AX

@yenoms @JeffBeckMadDog

Cannot get over this pivot to long every AI name $GQG.AX $GQGU

Me yesterday: honestly 3rd kid hasn’t been bad at all My 5 week old:

It's a sign...

Claude summary of Capital Allocators interview w Jain wrt hyperscalers / mega semis - can't imagine what changed here other than (a) one or more of these legs were wrong or (b) commercial capitulation despite interview detailing "we don't run this for AUM"