FireSirianni

@BarbellFactors Appreciate it! Fan of both DFA & Avantis, but wanted to get your high-level thoughts. This helps

@TypicalMatt5 If you’re strictly worried about US Large Cap Value relative outperformance, then $AVLV is the objective winner. But this is a short 3.5 year backtest since inception of AVLV. Hard to say if it’ll continue but I have faith in Avantis’ methodology. Both beat Vanguard Value ETF.

“Value and momentum are negatively correlated” is a long/short result only for HML vs UMD, both market-neutral. Strip out market beta and the styles move closer together. With long-only funds, the shared beta drags it back up. Last 10 years: SPMO vs DFLVX 0.70. Never negative.

What’s more likely? A) The Flyers are the smartest people in the room & others don’t see the value in their prospects (despite a mediocre draft history under Brett Flahr), OR B) The Flyers reached for positional need and SIZE (which they market as toolsy players) Hmmm…I wonder

@SuitableAlias AV hated him and is a prime example of why you never choose a coach over a player

The Flyers haven’t been able to develop offensive talent for 25+ years. This is why. Giroux is the only 100 point player that they drafted since 2000. This org is too worried about “playing the right way”. This goes beyond non-negotiables & it won’t end well for the Flyers.

“Michkov is a spoke on the wheel”. If he’s a just a spoke on the wheel, the rebuild is a failure He would never say the same thing about Martone. Tocchet is hiding behind the “no one is bigger than the team” excuse. It’s lame. He literally wants to turn him into a 2-way checker

If you can convince yourself that JETT LUCHANKO gives you a better chance to win…you can convince yourself of anything

Tocchet legitimately thinks the Flyers are better off without Michkov His usage shows that & the way he talks about him shows that. Look no further than his reaction to Mich’s OT goal vs NYR His butt buddy is DMing Flyers fans last series saying as much…not shocked at all

From game 1 of play-offs was pretty clear for Michkov? Do anything Tocchet didnt like, even if nothing crazy? Going to miss next shift Other players havent been held to that standard Hard to make impact when play ~4 shifts in a period, often without regular linemates. #Flyers

Thanks for leading the team in scoring post Olympic break & helping the team make a remarkable playoff push, Matvei. We’re gonna give you 10 minutes a night, barely any PP time & a few health bombs in the playoffs & wonder why you’re playing with no confidence out there.

@markcecchini Well deserved would be an understatement, congrats!

$200,000,000. That's the amount of capital my clients have placed under my management as of yesterday. Almost exactly 1 year ago, I was posting about $100,000,000. Behind the AUM number = 60 very real families in 16 states. Founders. Engineers. PMs. Designers. Operators. VCs. University Presidents. Professors. Doctors. Sales killers. CMOs. Academics. + Moms and Dads in the messy middle of building careers, companies, kids, lives. I'm 35 right now. Average age of my clients = 39. We're right in the thick of life. They are shipping code, raising rounds, running teams, raising kids, hitting deadlines, and somehow finding time to be thoughtful about their financial lives and have a bit of fun here and there. They all have the assets to have hired the biggest or most well-known firms. Instead, they picked a guy from Pennsylvania who mostly tweets about financial planning and being a Dad. Absolutely wild to me. That's the trust and partnership I think about every day. I wake up thinking about clients and go to bed thinking about them. It's a massive responsibility that I take crazy seriously. To my clients: thank you. Genuinely. Back to work.

@OptimizedPort Unrelated, but interested to hear your thoughts on the importance of underlying holdings overlap between funds. Is your view (of avoiding it) through the lens of the potential correlation benefit? Love the content

One of my favorite lazy portfolios is one that most people have never heard of. It's called the Desert Portfolio. It's an agnostic risk parity portfolio of stocks, treasuries, and gold, and you can see below that its historical risk metrics are quite impressive. I explained what exactly it is and why I like it so much in a video here: youtu.be/i2nGUaWpUzs?1

Also, you’re an idiot if you are choosing the coach over the player. Regardless of your feelings of Tocchet, the shelf-life of NHL coaches is 3 years give or take. Best-case scenario Michkov is here for the next 15 plus years. Obvious choice…

There are two underlying reasons why Flyers fans are worried about the Michkov scratching 1) They want to avoid a Cutter 2.0 situation 2) Tocchet doesn’t seem interested in maximizing Michkov Both are reasonable concerns, especially given Tocchet’s history with Russian players

When Peter Doboer has to tell Tocchet to implement the changes we’ve been demonized for asking….you have a coaching problem not a Michkov problem.

This is exhausting, and Rick Tocchet still doesn’t trust him at all. I personally wouldn’t scratch one of your two main cogs for the future, especially when this was supposed to be about giving the young guys playoff experience. I also wouldn’t have had him playing only 8-11 minutes a night. Hopefully it works out. I can get behind this as a one-game reset, but there’s no way Matvei’s getting back in the lineup if they win Game 5. There’s your scapegoat for one loss. And yes, I know he’s struggled this series. It’s just not a move I would’ve made. I see the thought process though…they’re gonna play Rick Tocchet hockey again in Game 5 and suffocate PIT. Hopefully Alex Bump makes the most of this. Go FLYERS.

“We need to play meaningful games & get our young guys playoff experience.” 20yo Michkov struggles a little, w/ the rest of his line, during the first 2 games Colby Cohen - “He doesn’t belong in the lineup.” This is about the long game, not winning the cup this year…clickbait

Do fans & media not realize that it’s not either or w/ Michkov & Martone? Michkov led the team in scoring post-Olympic break while playing F9 mins. Martone over a PPG since joining the squad To have a chance (in the future) at a Cup run they need BOTH players to play a big role

Game 1 Review Good: - Zegras line was great - Sanheim, Risto & Seeler played really well - Vladar was solid per usual Bad: - TK was putrid…turnovers galore - 2nd/3rd line struggled to transport the puck (Marty goal the exception) - PP cannot figure it out (might never) 1-0!

They're Coming For You - 2026 Philadelphia Flyers Playoff Hype