@greatquarter.bsky.social
CFA who has heard ''Great quarter guys!'' on many conference calls.
Wonderful!
October 12, 2025 at 11:31 AM
Wonderful!
Nobody cared about foot traffic today. AEO closed at $12.54, down 0.3%, buoyed in part, I imagine, by strength in the general stock market (S&P 500 was up 1.1%).
August 12, 2025 at 11:08 PM
Nobody cared about foot traffic today. AEO closed at $12.54, down 0.3%, buoyed in part, I imagine, by strength in the general stock market (S&P 500 was up 1.1%).
Is this more like the dot-com craze? A bit. And I only say that because if we think about what has rallied the most, it is so concentrated in all that ‘new economy’ stuff like rockets, AI, and crypto. But it is not the same because banks have done well. And mining. Mining!"
July 21, 2025 at 1:34 AM
Is this more like the dot-com craze? A bit. And I only say that because if we think about what has rallied the most, it is so concentrated in all that ‘new economy’ stuff like rockets, AI, and crypto. But it is not the same because banks have done well. And mining. Mining!"
Loved Iceland. An amazing place that challenges priors.
July 14, 2025 at 1:24 AM
Loved Iceland. An amazing place that challenges priors.
h/t Bloomberg's Chiranjivi Chakraborty and Cecile Vannucci
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
The Secret Behind Jane Street’s India Trades That Made Billions
From Amsterdam to Hong Kong and New York, it had become the talk of the town: A unique derivatives strategy fabulously profitable in India.
www.bloomberg.com
July 4, 2025 at 12:55 PM
h/t Bloomberg's Chiranjivi Chakraborty and Cecile Vannucci
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
SECURITIES AND EXCHANGE BOARD OF INDIA's Interim Order link:
sebi.gov.in/web/?file=ht...
sebi.gov.in/web/?file=ht...
July 4, 2025 at 12:55 PM
SECURITIES AND EXCHANGE BOARD OF INDIA's Interim Order link:
sebi.gov.in/web/?file=ht...
sebi.gov.in/web/?file=ht...
"CEOs are no longer dodging the question of whether AI takes jobs. Now they are giving predictions of how deep those cuts could go."
wsj.com/tech/ai/ai-w... by
by Chip Cutter & Haley Zimmerman
wsj.com/tech/ai/ai-w... by
by Chip Cutter & Haley Zimmerman
CEOs Start Saying the Quiet Part Out Loud: AI Will Wipe Out Jobs
Ford chief predicts AI will replace “literally half of all white-collar workers.”
wsj.com
July 3, 2025 at 8:43 PM
"CEOs are no longer dodging the question of whether AI takes jobs. Now they are giving predictions of how deep those cuts could go."
wsj.com/tech/ai/ai-w... by
by Chip Cutter & Haley Zimmerman
wsj.com/tech/ai/ai-w... by
by Chip Cutter & Haley Zimmerman
“offload aging or lower-performing holdings at a relatively modest discount and reallocate capital toward more promising investments.”
yaledailynews.com/blog/2025/06... by Baala Shakya
yaledailynews.com/blog/2025/06... by Baala Shakya
Yale soon to sell nearly $3 billion in private equity
The University has claimed that its first-ever sale on the secondaries market is a portfolio “cleanup” rather than a shift in investment strategy, as it navigates slowing returns in the private equity...
yaledailynews.com
June 12, 2025 at 1:32 AM
“offload aging or lower-performing holdings at a relatively modest discount and reallocate capital toward more promising investments.”
yaledailynews.com/blog/2025/06... by Baala Shakya
yaledailynews.com/blog/2025/06... by Baala Shakya
Cascade said. “They’re only selling at a slight discount because they’re selling it to secondary buyers who are flooded with cash. It’s really smart and it’s exactly what I would do.”
Cascade noted that by selling now before other institutions flood the secondaries market, Yale may be able to
Cascade noted that by selling now before other institutions flood the secondaries market, Yale may be able to
June 12, 2025 at 1:32 AM
Cascade said. “They’re only selling at a slight discount because they’re selling it to secondary buyers who are flooded with cash. It’s really smart and it’s exactly what I would do.”
Cascade noted that by selling now before other institutions flood the secondaries market, Yale may be able to
Cascade noted that by selling now before other institutions flood the secondaries market, Yale may be able to
and exit activity, making it harder for firms to return capital to investors. He called the current down cycle in private equity as being “in many ways worse than the Great Financial Crisis.”
“They’re selling at a time when the upside to private equity is probably the least it’s been in years,”
“They’re selling at a time when the upside to private equity is probably the least it’s been in years,”
June 12, 2025 at 1:32 AM
and exit activity, making it harder for firms to return capital to investors. He called the current down cycle in private equity as being “in many ways worse than the Great Financial Crisis.”
“They’re selling at a time when the upside to private equity is probably the least it’s been in years,”
“They’re selling at a time when the upside to private equity is probably the least it’s been in years,”
www.bloomberg.com/news/article... by Bernard Goyder
At 10 AM, Stock Options Soar as Retail Traders Unleash New Bots
When people talk about algorithmic traders, it evokes images of rooms full of math PhDs creating complex models that place huge trades in milliseconds after economic or earnings data is released. But ...
www.bloomberg.com
May 31, 2025 at 5:11 PM
www.bloomberg.com/news/article... by Bernard Goyder