Todd Groth, CFA

@bennpeifert Thanks for the update @bennpeifert. Unfortunate but more the luck of the draw than any oversight. Looking forward to hearing about the next ride

Good morning my loves, happy Saturday. Sorry I've been quiet, obviously been busy, but thought it'd be nice to give you all the details on the multi-strategy absolute return program that experienced the 28% drawdown this year. (1/n)

@TheStalwart I think we’re seeing more of a relief rally from the quarter end rebalancing of passive funds

Interesting to see stocks hold such solid gains on another big up day for oil

I spent 100 hours over the past week researching, writing and editing the piece we just put out. It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive. And we’ve released it for free. Hopefully you enjoy it. citriniresearch.com/p/2028gic

Still one of the best ways to summarize profitable trading:

A terrific statement from a true statesman. I am grateful for everything Chair Powell is doing to resist this outrageous attempt by the President to use lawfare to subvert the Fed’s responsibility to pursue the objectives set for it by law—maximum employment and price stability.

@bennpeifert @TheStalwart IPO before bust plz

@TheStalwart can't wait to do this with openai 🖤

Sweetgreen was a $45 stock last November. Now down below $6 in after hours trading.

"large S&P MOC imbal with $7.3b to BUY - so much for month end supply." - GS S&T

*TREASURY DEPT AWARDED A CONTRACT TO PALANTIR FOR API LAYER

I hope Jon does a write up on how this site works: tilt.io Pretty happy with how it’s working. cc: axios.com/pro/fintech-de…

LFG!!🚀🚀Tilt raises $7.1M to launch AI-powered direct indexing axios.com/pro/fintech-de…

Reminder: The first move is always wrong.

While the median dot shifted up to three cuts in 2025, there is still a pretty wide split. Indeed, nine officials saw two cuts or less for the rest of the year.

this is it. this is everything

Did StubHub scalp their own IPO? 😂😂😂

Surprising. Democratic Party looks like it’s doubling down on moving further left of center

📅 Month to date basket returns👇 🤖AI 12.01% 🔗DeFi 5.56% 💱Exchange Token 1.94% 🌐Infrastructure 5.66% 🧱Layer 1 7.07% 🧱Layer 2 8.19% 😂Meme 12.22% 🎮Metaverse/Gaming 8.29% 🌎RWA 2.62% 🌱Staking 9.59%

Robinhood Markets, a popular brokerage with the crowd of individual traders who congregate online to talk about stocks, is now launching its own social-media network on.wsj.com/4mck5jP