Gary Neil Aiken

I was writing my monthly letter last night and found I was supremely bearish when I re-read it. Yet on my screens are many great companies trading at reasonable multiples to cash flow with healthy balance sheets. When we rebalance, we buy low and sell high.

@blondesnmoney What BBG function is this?

Momentum factor getting slammed today

March Investment Commentary is out. Fight Flight? concordassetmgmt.com/insight/fight-…

Long Alysa Liu, Short Eileen Gu. USA! USA! USA!

@TheFigen_ @DougKass While people were crowded like sardines watching this, we walked the front 9 almost following Mike Weir practicing alone. It was heaven having Augusta almost to ourselves. When we got back to the car, TACO and markets were just starting the rally. What a day.

Rory McIlroy’s 4-year-old daughter sinks a long putt and the crowd erupts.

I don’t mind Warsh at the Fed. I’d have preferred Waller. I’d like a trained economist at the head of the institution. But Warsh was present in good times and bad. He watched Bernanke first hand. He’s got experience and an incredibly smart professional staff at the Fed.

Fairfax, VA. Wow.

Silver is about to break $100 but does anyone know a single person who actually holds silver?

@dampedspring @NothingIdeal7 @agnostoxxx @eliant_capital @lord_fed Hello.

@NothingIdeal7 @agnostoxxx @eliant_capital @lord_fed Follow all. Know who one actually is. But they are anon. Not looking for more anon

Shill me your favorite fintwit. follows that are 1. Not Anon 2. Have skin in the game 3. Have deep knowledge and experience in some aspect of investing 4. Think MOST and for practical purposes ALL retail traders should not day trade 5. Encourage retail investors to always own diversified beta 6. Discourage gambling

My December commentary… a thank you and reflection on the investment career of Warren Buffett. Enjoy.

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onecau.se/_ehcpr1 Giving Tuesday is coming up. Consider joining me and donating to Ivymount. Thousands of families have been benefited since 1961 and every dollar helps us enrich the lives of more children and young adults with developmental disabilities.

My latest investment commentary is out!

#Stocks have seemed unbothered by the current #governmentshutdown as markets continue to thrive on the #AI boom—but is this sustainable? CIO @Gary_Aiken discusses the emergence of a "K-shaped" #economy and what investors should be on the lookout for. concordassetmgmt.com/insight/no-dat…

No data, no problem? My latest investment commentary is out. concordassetmgmt.com/insight/no-dat…

Excerpt from interview with Venezuelan opposition leader María Corina Machado who just won the Nobel Peace Prize. Here she addresses socialism.

My latest investment commentary is out. Let me know what you think!

@JungleRockRes @LordStoppington Hope his ELO at least justifies that much chess.

@LordStoppington FIRED

bullish. Cropped badly, text top left

Never forget how Oct 7th started or the pure evil of Hamas.

Hamas murdered Sharon's boyfriend Shahar in front of her on October 7th when they were trying to escape the Nova Music Festival Massacre by car. They then murdered her brother Eli who was on his way there trying to rescue his sister after she had called him. She was on the phone with him when they shot him. Hamas terrorists then murdered her best friend Oriya who was in the car with Sharon. Finally, they murdered Sharon too after she had witnessed the murder of 3 of the people she loved the most in the world. This is Hamas. The elected representatives of Palestine.