FO CIO. Markets, global economy, local (Minnesota) news. Opinions expressed are my own and do not express the views or opinions of my employer

Minneapolis, MN
Joined September 2011
CIO of The North retweeted
I don’t think you have a dog in this fight but if you did you would have shot it.
I’ll take @ellalangleymsic over Kacey Musgraves any day. And if I’m choosin’ Texas, I’ll take Ken Paxton over James Talarico.
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CIO of The North retweeted
All time for real 30s (TIPS).
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CIO of The North retweeted
This image of Trump in the catering cart is going to be hard to shake. You know he’s livid that it got out. If he wasn’t a coward, he would’ve told them, no chance I’m doing that.
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CIO of The North retweeted
Leopold’s $400m investment went to Source Foundry, a semicap startup recently valued at $5B that’s seeking to compete with $ASML according to the WSJ “Source Foundry aims to fix the core bottleneck in AI computing: chip manufacturing. It plans to develop new machines, equipment and software for manufacturing AI chips to challenge Dutch firm ASML Holding.”
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CIO of The North retweeted
Replying to @JamieBonkiewicz
They think Obama was president on 9/11. Trumpers are helpless, uneducated fools on Twitter calling people “retards” when they don’t even read.
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CIO of The North retweeted
This bothers me because the chart on the right is the exact same shape as the left chart... just unneccessary
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CIO of The North retweeted
A young woman named MacKenzie Tuttle graduated from Princeton in 1992 with a degree in English. One of her professors was Toni Morrison, who later described her as one of the finest creative writing students she had ever taught. After graduation, MacKenzie took a job at the New York investment firm D. E. Shaw. There she met a colleague named Jeff Bezos, who had an ambitious idea: selling books on the internet. She didn’t laugh at the idea. They married in 1993, and the following year drove across the country to the Seattle area to build what would become Amazon. In the beginning, there was no global empire. There was a garage. MacKenzie handled accounting, wrote business materials, answered customer emails and phone calls, and packed orders alongside Jeff. Like many startups, everyone did whatever needed to be done. As Amazon grew, MacKenzie stepped away from day-to-day operations to raise their four children while continuing to pursue her own passion for writing. Her debut novel, The Testing of Luther Albright, won the American Book Award. She later published a second novel and quietly built a respected literary career. Meanwhile, the story of Amazon became one of the most famous business stories ever told. Jeff Bezos became one of the world’s most recognizable entrepreneurs. MacKenzie’s role was rarely part of the public narrative. She never seemed interested in changing that. What many people don’t know is that she also knew financial hardship. Her family filed for bankruptcy while she was still a student, and she has spoken about the kindness of people who helped her through difficult times—acts of generosity she never forgot. In 2019, after her divorce, MacKenzie Scott received approximately 4% of Amazon’s shares. Almost immediately, she made a decision that surprised the world. She signed the Giving Pledge, promising to donate the majority of her wealth during her lifetime. Then she did something even more unusual. Instead of building a massive public foundation or attaching her name to buildings, she began giving away billions of dollars through large, unrestricted grants. Universities. Food banks. Housing organizations. Rural communities. Women’s health initiatives. Tribal colleges. Climate organizations. Small nonprofits that had never imagined receiving gifts of that size. Many recipients reportedly thought the phone calls were scams. They weren’t. Since 2019, MacKenzie Scott has donated tens of billions of dollars to thousands of organizations, making her one of the most significant philanthropists of the modern era. Despite giving away enormous sums, her fortune has remained substantial because of Amazon’s continued growth. The woman who once packed Amazon’s first orders is now helping fund opportunities for millions of people she will probably never meet. She never asked for buildings in her name. She never demanded headlines. Sometimes the greatest legacy isn’t the company you help build. It’s what you choose to do with the success that follows.
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CIO of The North retweeted
Schwab's large cap value ETF purchased $SPCX yesterday. It's a tiny weighting but still.. what?
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CIO of The North retweeted
What a headline $FISV
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CIO of The North retweeted
Iran denies the existence of an agreement; Israel says no such agreement exists.
Trump has cancelled the attack on Iran tonight. He claims there is an agreement
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CIO of The North retweeted
The cashier at Home Depot just asked me if I wanted to round up to support the SpaceX IPO
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CIO of The North retweeted
Oof, this is embarrassing. Slow growth, large losses. SpaceX getting absolutely ARRmogged by Anthropic despite griftmaxxing for years. Sad.
Anthropic absolutely ARRmogging SpaceX. Embarrassing.
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CIO of The North retweeted
Replying to @AntiToxicPeople
He so thoroughly stupid he has zero idea that his constant rants like this, cognitive tests, etc are constant displays of both the breadth and depth of his stupidity.
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CIO of The North retweeted
What happens to your market value when you pivot to rural imbeciles and wealthy idiots.
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CIO of The North retweeted
Mark Hammond@MarkHam80780803Apr 27
“The Death Star is under attack. Where is Vader?” “He’s in the ballroom, sir.”
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CIO of The North retweeted
Gabe Plotkin (of GameStop fame) is launching the “Snowball ETF” at some point prob soon and it wil be a 351 conversion, way to get rid of embedded cap gains. Nice piece on it today from @denitsa_tsekova & @isabelletanlee
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CIO of The North retweeted
President Trump, in his first post this morning after last night’s WHCD shooting, renews his call for his White House ballroom
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CIO of The North retweeted
This part of the cycle
Allbirds $BIRD to sell its brand and footwear assets, rename itself NewBird AI, and use a new $50M convertible financing facility to buy high-performance GPUs to pivot into AI compute infrastructure.
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CIO of The North retweeted
Massive corruption exposed on ABC News. A UAE official bought a 500 million dollar secret stake in a Trump company right before getting access to guarded US AI chips. Deputy Attorney General Todd Blanche desperately tries to deflect. The White House is for sale.
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