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Booze Breath
10.4K posts

Booze Breath
@BoozeBreath
investment specialist, village idiot, & lover of food - you’d best believe this thing is real
Milky Way Katılım Ağustos 2020
5.6K Takip Edilen1K Takipçiler

Ah yes, the Greenwich 4. And they all attend GCDS or some other $50k/yr private school.
Auren Hoffman@auren
the next status signal is having lots of kids. people with 4 or more kids are very high status. even 3 kids in SF and NYC is high status. it is very conspicuous consumption: hard to know that you fly private but easy to know that you have 5 kids.
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Booze Breath retweetledi

@credenzaclear2 1. Happy Birthday!
2. Yes, 100% okay on a redo.
3. Hope your evening is better.
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More like the best driver & the worst driver.
Ken Klippenstein@kenklippenstein
tiger woods the goat of crashing his car
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NEW: Florida man leaves AA meeting, does cocaine, drinks, and smokes pot, then crashes through the gate at Daytona Beach Airport and tries to hijack a plane
“I was at my house, I went to an AA meeting, and next thing I know I’m doing cocaine, drinking, and smoking pot…”
Bryan J. Parker, 58, is charged with attempted aircraft piracy. Authorities said he crashed a Mustang through a locked airport gate and tried to board an occupied plane
Parker was highly intoxicated and nearly hit a taxiing aircraft
He was detained after a brief chase by airport operations and Embry-Riddle Aeronautical University security
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Euromoney Private Banking Awards 2026
Key Winners:
Global Awards 🌍
World’s Best Private Bank → DBS Private Bank
Private Banker of the Year → Deutsche Bank (Claudio de Sanctis)
Client Segments & Core Wealth Services 🌐
Best for UHNW → Goldman Sachs Private Wealth
Best for HNW → DBS Private Bank
Best for Family Office Services → UBS
Best for Succession Planning → Lombard Odier
Best for Next Generation → UBS
Investment & Product Capabilities 📊
Best for Investment Research → BNP Paribas Wealth Management
Best for Discretionary Portfolio Management → Julius Baer
Best for Alternative Investments → JPMorgan Private Bank
Best for Fund Selection → BNP Paribas Wealth Management
Specialist Capabilities 🏘️
Best for Commercial Real Estate → Deutsche Bank Private Bank
Best for Art Advisory & Financing → Puilaetco
Best for Philanthropic Advisory → Société Générale Private Banking
Best Chief Investment Office → Lombard Odier
Strategy, Platform & Positioning 🌱
Best for Sustainability → LGT Private Banking
Best for Digital Solutions → JPMorgan Private Bank
Best Technology Provider (Wealth) → iCapital
Bank Positioning & Franchise Type 🏦
Best Pure Play / Boutique Private Bank → LGT Private Banking
Best Employer → Bank of New Zealand Private Bank
Client Geography / Cross-Border 🌎
Best for International Latin American Clients → Santander Private Banking
Best for International China Clients → Goldman Sachs
Best for Non-Resident Indians → Barclays Private Bank

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@anothercohen @ThroneScience @ScottHickle I have two of them. The most shitty product I have purchased. A close friend died from colon cancer at 40. This can lead to earlier detection
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@MarshallCohen WOW! Now, look into the 'remarkable timing' of the market achieved by Nancy Pelosi, Ilhan Omar, AOC, Dan Crenshaw, Chuck Schumer, Maxine Waters, Jayapal, and just about every other person in D.C. It's like they all beat even BlackRock in their investment activities.
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SCOOP: Someone made nearly $1m from dozens of remarkably accurate and well-timed bets about Iran, according to a new analysis of Polymarket data shared with CNN. They have 93% "win rate" for Iran bets over $10k since 2024, raising insider trading concerns cnn.com/2026/03/24/pol…
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@BoozeBreath @realkpr16 @Rick_Ferri I think tax alpha is the one you try to deliver when you’ve failed at the other ones
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When an adviser buys a growth stock index fund, a value index fund, the S&P 500, a small-midcap index fund, a developed markets fund, and an emerging markets fund, that's called "slice'n dice". It's done to create complexity for job security, because TWO FUNDS would have sufficed: VTI and VXUS.
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@Rick_Ferri Advice-only advisors tweet stuff like this for job security
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@stephenweitzel @realkpr16 @Rick_Ferri You can better implement an active tax loss harvesting overlay by splitting & weighting the S&P into 11 sectors. That combined w/ individual ETFs for SMID, Dev, EM, etc can add 1% of tax alpha.
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@realkpr16 @Rick_Ferri I don’t think you appreciate how colorful the pie chart is, though 😂
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Best Books on Distressed Investing

The Icahnist@TheIcahnist
Me and the boys otw to Kharg Island to acquire distressed crude loading infrastructure at 0.2x replacement cost
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Booze Breath retweetledi

Ruane Cunniff’s Acacia Fund, started in the 1980s, has quietly built one of the longest-running and most consistent track records in investing.
Greg Alexander and Acacia have stayed intensely private. Little is written, few interviews exist, and capital has compounded far from the spotlight. Even Warren Buffett once pointed to Alexander as one of the most talented investors he’s encountered.
It’s a powerful reminder: some of the best investors don’t seek attention, they avoid it!
Let’s dive in.

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