Replying to @BowTiedKong
I often want to send secret letters and messages to people "your attorney js fucking you, you're getting 50/50 parenting and assets and there js nothing he can do to change that."
Catalyst Capital retweeted
👨💼 People always ask me how I invest my money, so I open sourced my investment portfolio at levels.vc
There's no big strategy here and no certainty that this is a good portfolio either, right now it returns about $120K/mo
I try buy mostly ETFs and they have the highest return for me overall
Sometimes stocks rise so much though it becomes disproportionate % of portfolio (like NVIDIA)
I don't invest in startups now, but maybe one day I will. Why not now? From my studies of VC funds: you need to invest 100 to 1000 times @ $100K = $10M to $100M to have one home run exit that makes your fund profitable statistically
Unless you for example put in $1M yourself and then raise another $9M to $99M from rich people and pension funds (via LPs) that means you statistically you make no chance of ever making a profit on your investments. So not sure I should do it at all now.
ETFs though are nice, they let me invests in tens of thousands of companies all around the world while paying for ex 0.07% in fees (called TER, Total Expense Ratio)! That means investing $100K in 10,000 companies costs me only $7 per year! The cheapest investment products on the planet.
Since I'm not American I buy the European versions (but still in USD) of ETFs (called UCITS), for ex VOO in US is called VUSD in EU, there's some tax savings if you buy it in Europe (if you're not American) etc.
Anyway I don't know much about it, just trying to do the right thing and not chasing short term profits but long term 20-30 years
Some of my inspirations for investing are John Bogle (inventor of ETFs) and Ray Dalio (tl;dr Asia is the future) and those depict my investment strategy
Catalyst Capital retweeted
"so, uh, you have no background covering airlines..have zero legal expertise..have no experience with merger arbitrage...and you thought the stock had 3x upside - despite everyone you knew on FinTwit being long? And you still put 40% of your PA in $SAVE? Why would you do that??"
Catalyst Capital retweeted
man, the supreme court really on a roll
as a fiscally responsible immigrant to the united states
im glad that my children won't have the color of their skin be a factor in college admissions
and they wont have to pay the tuition of english majors that cant get jobs
🇺🇸🇺🇸🇺🇸
Catalyst Capital retweeted
Most long investors join one of three ideologies. Value, Growth, Quality. Their biggest leaks are equally bad:
Value guys ignore trend in earnings paid to shareholders.
Growth guys ignore valuation completely.
Quality guys think they can know ROIC in a decade.
Catalyst Capital retweeted
Catalyst Capital retweeted
at a certain point you have to ask—what the fuck are we even doing here, man?
Catalyst Capital retweeted
Please, continue to deny this recurring dynamic and what it says about the insular and detached stratum of American society currently playing the role of cultural signalers and institutional media gatekeepers.
Catalyst Capital retweeted
To honor the folks who have made Real Estate Twitter (ReTwit) what it is today, and keep spreading the word about the folks who share their unique knowledge daily, I will donate $20 for every ReTweet this gets.
$15k max, any charity @moseskagan chooses.
xitter.cf/i/lists/14176673248957…
Catalyst Capital retweeted
🚨🚨BREAKING 🚨🚨The Bloomberg Commodity Spot Index, a basket of 23 energy, metals and agricultural raw materials contracts, jumped to an all-time high on Monday, surpassing its 2008 and 2011 peaks set during the commodity super-cycle | #OOTT #OATT #METL More on @TheTerminal
Catalyst Capital retweeted
Global oil inventory draws continue #oott
Catalyst Capital retweeted
Dear White House:
Texas can do this.
Our producers can easily produce that oil if your Administration will just stay out of the way.
Allow American workers—not OPEC—produce the oil that can reduce the price of gasoline.
Don’t make us dependent on foreign sources of energy.
FULL STATEMENT: The White House urges OPEC+ to pump more oil (above and beyond the current 400,000 b/d monthly hikes the cartel is already implementing) | #OOTT







































