Keith Seibert
@keithseibert.bsky.social
Alternative Investment Research, Manager Sourcing/Due Diligence
OCIO Search Consultant
Reposts/Likes = my work-related reading list, not my views or endorsements
OCIO Search Consultant
Reposts/Likes = my work-related reading list, not my views or endorsements
Reposted by Keith Seibert
After an unfulfilling retirement, 68-year-old George Jerjian unretired and started his own company. He shares the most important lessons that most retirees don't talk about.
68-year-old who ‘un-retired’ shares the 4 biggest retirement myths 'more people need to talk about'
After an unfulfilling retirement, 68-year-old George Jerjian unretired and started his own company. He shares the most important lessons that most retirees don't talk about.
cnb.cx
November 30, 2025 at 5:01 PM
After an unfulfilling retirement, 68-year-old George Jerjian unretired and started his own company. He shares the most important lessons that most retirees don't talk about.
Reposted by Keith Seibert
The readers are loving @jonathanhealey.bsky.social’s piece on clocks and capitalism for FT Wealth on.ft.com/49Nq3Fi
How time became money: clocks, capitalism and wealth
We invented clocks to measure our days — but they ended up measuring us
on.ft.com
November 30, 2025 at 7:59 AM
The readers are loving @jonathanhealey.bsky.social’s piece on clocks and capitalism for FT Wealth on.ft.com/49Nq3Fi
Reposted by Keith Seibert
In the ranks of the world’s 20 best-performing stock markets this year, every second index is European.
Global Stock Leaderboards Are Ruled by Europe in Rare Dominance
In the ranks of the world’s 20 best-performing stock markets this year, every second index is European.
bloom.bg
November 30, 2025 at 8:30 AM
In the ranks of the world’s 20 best-performing stock markets this year, every second index is European.
Reposted by Keith Seibert
Japan finance minister says yen's rapid fall clearly not driven by fundamentals reut.rs/4ruw67Q
Japan finance minister says yen's rapid fall clearly not driven by fundamentals
Japan's finance minister said on Sunday that recent erratic swings in the foreign exchange market and rapid yen weakening are "clearly not driven by fundamentals".
reut.rs
November 30, 2025 at 4:20 AM
Japan finance minister says yen's rapid fall clearly not driven by fundamentals reut.rs/4ruw67Q
Reposted by Keith Seibert
Get good discounts on fast caffeine with markdowns on our favorite pod coffee machines from Bruvi, Ninja, Keurig, and more. www.wired.com/story/best-p...
The Pod Coffee Makers I Use Every Day Are on Sale for Black Friday
Get good discounts on fast caffeine with markdowns on our favorite pod coffee machines from Bruvi, Ninja, Keurig, and more.
www.wired.com
November 28, 2025 at 4:58 PM
Get good discounts on fast caffeine with markdowns on our favorite pod coffee machines from Bruvi, Ninja, Keurig, and more. www.wired.com/story/best-p...
Reposted by Keith Seibert
From AirPods to over-ears, we've tested hundreds of pairs of headphones. Here are the best we've found this shopping holiday. www.wired.com/story/black-...
The Best Black Friday Headphone Deals We've Found
From AirPods to over-ears, we've tested hundreds of pairs of headphones. Here are the best we've found this shopping holiday.
www.wired.com
November 28, 2025 at 7:06 AM
From AirPods to over-ears, we've tested hundreds of pairs of headphones. Here are the best we've found this shopping holiday. www.wired.com/story/black-...
Reposted by Keith Seibert
Why I couldn’t help torching my equity funds on.ft.com/4oq4lea | opinion
Why I couldn’t help torching my equity funds
My contrarianism always overwhelms common sense, experience and learning
on.ft.com
November 28, 2025 at 5:28 AM
Why I couldn’t help torching my equity funds on.ft.com/4oq4lea | opinion
Reposted by Keith Seibert
Central bank body BIS warns of hedge fund leverage in government bond markets reut.rs/4ajw2BL
Central bank body BIS warns of hedge fund leverage in government bond markets
The new head of the Bank for International Settlements has said reining in hedge funds' ability to make highly leveraged bets in government bond markets should be a key priority for policymakers given rapidly increasing public debt levels.
reut.rs
November 27, 2025 at 10:15 PM
Central bank body BIS warns of hedge fund leverage in government bond markets reut.rs/4ajw2BL
Reposted by Keith Seibert
Today's S&P 500 equity risk premium of 2.5% is low, but still better than 1997-2000
2009-2012 was a golden age to be a US large-cap investor.. ERP close to 10%.
2009-2012 was a golden age to be a US large-cap investor.. ERP close to 10%.
November 27, 2025 at 3:55 PM
Today's S&P 500 equity risk premium of 2.5% is low, but still better than 1997-2000
2009-2012 was a golden age to be a US large-cap investor.. ERP close to 10%.
2009-2012 was a golden age to be a US large-cap investor.. ERP close to 10%.
Reposted by Keith Seibert
Best S&P 500 stocks so far in 2025?
$WDC +248%
$HOOD +210%
$STX +203%
$MU +167%
$NEM +132%
$WDC +248%
$HOOD +210%
$STX +203%
$MU +167%
$NEM +132%
November 26, 2025 at 10:36 AM
Best S&P 500 stocks so far in 2025?
$WDC +248%
$HOOD +210%
$STX +203%
$MU +167%
$NEM +132%
$WDC +248%
$HOOD +210%
$STX +203%
$MU +167%
$NEM +132%
Reposted by Keith Seibert
IG index yield is currently near the low end of the range (4.79%) over the prior three years. $LQD
November 26, 2025 at 1:05 AM
IG index yield is currently near the low end of the range (4.79%) over the prior three years. $LQD
Reposted by Keith Seibert
The IG index spread is off the cyclical tights earlier this year, but still near the low end of the range historically. $LQD
November 26, 2025 at 1:06 AM
The IG index spread is off the cyclical tights earlier this year, but still near the low end of the range historically. $LQD
Reposted by Keith Seibert
The Fed can lower interest rates — but can they lower the mortgage application REJECTION rate?
(via Ben Emons)
(via Ben Emons)
November 25, 2025 at 3:34 PM
The Fed can lower interest rates — but can they lower the mortgage application REJECTION rate?
(via Ben Emons)
(via Ben Emons)
Reposted by Keith Seibert
November 25, 2025 at 3:28 PM
Reposted by Keith Seibert
Private equity can help lawyers grow as rich as their clients on.ft.com/4pw4Wvx | opinion
Private equity can help lawyers grow as rich as their clients
Curbs on outside capital are just another problem to be solved for the smartest legal and financial minds
on.ft.com
November 25, 2025 at 3:10 PM
Private equity can help lawyers grow as rich as their clients on.ft.com/4pw4Wvx | opinion
Reposted by Keith Seibert
Gold hits over one-week high as Fed remarks renew rate-cut bets reut.rs/4rl9FCc
Gold hits over one-week high as Fed remarks renew rate-cut bets
Gold extended gains on Tuesday to hit its highest in more than a week, brushing off a firm dollar, after dovish comments from Federal Reserve policymakers revived prospects of a U.S. rate cut in December.
reut.rs
November 25, 2025 at 7:15 AM
Gold hits over one-week high as Fed remarks renew rate-cut bets reut.rs/4rl9FCc
Reposted by Keith Seibert
Valuations and returns revisited on.ft.com/4pwu3P8 | opinion
Valuations and returns revisited
In the short and very long terms, ignore equity market valuations. In between, watch carefully
on.ft.com
November 25, 2025 at 6:49 AM
Valuations and returns revisited on.ft.com/4pwu3P8 | opinion
Reposted by Keith Seibert
GS: Spreads for IG Technology credit are wider than the broader market
November 24, 2025 at 11:26 PM
GS: Spreads for IG Technology credit are wider than the broader market
Reposted by Keith Seibert
This is rightly getting a lot of opprobrium for good reasons, but the meta lesson here is that back of the envelope math and tech/finance guy self-regard is a great way to get engagement and also a bad way to learn true facts about the world
Mike Green is writing some amazing stuff at the moment. It's not in the delta, it's in the level and the cost structure. Read this and you will understand Angrynomics on a new level: www.yesigiveafig.com/p/part-1-my-...
Part 1: My Life Is a Lie
How a Broken Benchmark Quietly Broke America
www.yesigiveafig.com
November 24, 2025 at 3:27 PM
This is rightly getting a lot of opprobrium for good reasons, but the meta lesson here is that back of the envelope math and tech/finance guy self-regard is a great way to get engagement and also a bad way to learn true facts about the world