Garrett

Let’s chat about securities backed lending podcasts.apple.com/podcast/id1634…

@twallyweb They turned out great!

@GGSIII Free for you

Selling limited edition hats for $500 a pop

@mhp_guy Food storage - respect 🫡

Oh you max out your 401K? That’s cute. I have enough Chipotle and Chick-Fil-A rewards points to feed my family of 6 for a WEEK.

@jposhaughnessy @lhamtil Let’s go!

@lhamtil 😜

May not be too long before the boys are again attending investment conferences like this

@marcuslemonis Details: altruist.com/legal/interest… Let me know and I can get you any more info!

@marcuslemonis This is on a savings account not checking (I can transfer to my checking) (Sorry misread your question) It’s through my RIA where it can get boosted up to 3.5% by holding some investments there too (default right now is 3.2%)

Where can you find the highest rated deposit in the United States on a checking account?

@SeanDNeves Ya!

Ahem. What if I told yew that, in this year of our Lord 2026, one can buy a 3.5 acre estate with a (hammered) 5ksf house on a creek with native Cutthroat that borders Forest Service land and a set of 9,300ft peaks within 15 minutes of our international airport/downtown for less than a cool MIL? DM me if you are ready to ruin the next 3 years of your life.

@TaxAlphaInsider The four box suggestion of for and against is a great way to look at it - I’d read/watch

Two adviser pals asked if I'd host a "dissenting view" panel arguing AGAINST tax-aware long/short. Would that be interesting? There's are some challenges... 1) The strongest voices against are selling competing products and perhaps technically (tax, trading, tech, etc.) incapable of delivering tax-aware long/short. Should we discount their opinions? 2) The most technically competent are selling the product itself. Should we discount their opinions? Wealth advisers are on the hook for these allocation decisions and should be, in theory, objective. Perhaps 4 people: - Product person for/against - Wealth mgr for/against I could moderate. Would this be valuable? Who should be on the panel?

@TKopelman Run into gift cards yet?

For the 3rd time in the last few months, a client has been approached to invest in software to donate it to charity for the tax benefits And I have had 10+ prospects bring this up as something a tax team they interviewed brought up People.... be careful here This is dangerous Supporting articles below

@MediaKing 😳

I am the Michael Jordan of Email Marketing. I generated 15 million clicks from email last year (and yes, that's after we filter out bot clicks). Whatever level you think you are operating at with email, you are not at my level.

Major sports league are going full value extraction with large pools of investments. Landscape will be ready as they dwindle in the next ten years. League of legends + in person battle tactics Zero gravity leagues ready for full time space living. Vomit comet + mma + paintball

@JesseTinsley Go a step further more tech founders should start leagues

I love sports. With it being Super Bowl week in the Bay Area it got me thinking… More Tech founders should buy and own sports teams…

@TKopelman I think it’s more a mental tie than an investment one. Meaning, if I have a home in NYC - my equity goes up as NY goes up. So to have a “local” investment to your area makes it easier to rent because you are still participating in the local upside.

@GGSIII Hopefully beat it Homes average 3.8% a year

Common situation my clients have - Currently Rent is affordable but they want to buy - Buying a home near them: $1.5mil starter home but this not even close to what they want nor will it fit their family - Mortgage would be $8-9k+ a month all in - Have kids and need to upsize Options: 1. Buy and have a very tight budget and know it will only be for a few years 2. Rent but know you could have to keep moving 3. Rent a bigger place and have costs in the middle (but you don't get to build equity) 4. move out of state This is a really tough decision. You have to face the fact that buying is not always better, especially in HCOL areas

The hard truth is you’re “up” everyday. My wife is the main driver in our house and does a great job. It takes a lot of time and effort to get great material for your child. But it impacts everything you do, every conversation, every family trip. You all become learners together. Kids are curious and as you teach them material along with how to learn they become excited to continue to learn on their own. Set times for learning offer 3-4 hours is expanded into self study on their own for multiple hours on their own. Model learning and they will learn

To my friends that homeschool their kids: I am fearful of this new adventure. Several friends of ours homeschool their kids, but I use that term loosely. Their kids are mostly just not doing anything from an educational perspective or they’re watching the discovery channel between video games because their parents are afraid of the leftist indoctrination that frequently happens in our public schools. So they pull them out but don’t know what to do to drive results. I am fearful of this and refuse to abdicate my responsibility as a parent to make sure my kids are educated. I want them to be very educated. So I have hired someone getting their Masters degree in education to work on a custom curriculum based around a popular online homeschool platform. They will be in my home nearly every day, helping us make sure our child is rigorously challenged. I have some questions: how much time are your kids spending per day on their learning? How much is in person? How much online? Who is doing the teaching and how do you know if you are ahead or behind compared to your children’s peers? Any help would be greatly appreciated.

@mhp_guy Top 10 population growth in the county 2022 + regional hub + highly educated + high income We spend a lot 😂

What was Costco thinking? They just opened a store here and it's the slowest in the company. - Isolated city of 57,000 people - 136,000 in the whole valley - Had already been a Sam's Club there for years For comparison, in Dallas-Ft. Worth there's 1 Costco for every 615,000 people! Their slowest store is in Logan, Utah - the place of my birth! I'll be there tomorrow, actually. There's a few cities with less people than Logan that have a Costco, but they do more volume because there's less competition. Why would Costco open in Logan? It's not even on the main road.

@MebFaber Congrats!!

I doubt this will happen again in my career, but at least for today, cheers! 🍻

@TaxAlphaInsider 🙋

Most advisers interested in tax-aware long/short strategies (e.g., 130/30, 250/150) soon realize financing costs vary widely across custodians, managers, strategies, and leverage. So, one issue I'd like to tackle in my tax-aware long/short working group is total cost transparency and benchmarking (and financing is a material component). Send me a message if you're interested in participating or simply sharing data.

@TaxAlphaInsider I like the general finance books for an easy introduction to new ideas/concepts that I can go do more in depth reading.

I don't read general finance or investing books. I read technical books/articles/documentation or pure joy/escapist stuff. Everything in between feels like work without the satisfying rigor. Am I alone? Am I missing good "in between" stuff?