CIO of The North
@MNupdate
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FO CIO. Markets, global economy, local (Minnesota) news. Opinions expressed are my own and do not express the views or opinions of my employer
Minneapolis, MN
Joined September 2011
Flight to safety bid is $CHF, $SI_F and $GC_F, not $USD
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Gold is up 9% in the first three weeks of 2026, and up 75% in the past 12 months.
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Markets tolerate uncertainty but punish unpredictability. Trade tensions are rising over Greenland, gold at record highs. Credit spreads are as tight as 2007. The disconnect between geopolitical risk and markets is widening. The gap rarely closes quietly. https://t.co/3oLwSQbNRx
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Re-watched HBO’s Chernobyl. The question posed within the series “What is the cost of lies?” is poignant in the face of systemic deception in the US (left and right).
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A quote I think about often "I dont need my analyst to tell me when a 10x PE stock is cheap, I need an analyst to tell me when a 40x PE stock is cheap." - Steve Mandel, founder of Lone Pine Capital Love this framing because it breaks down the traditional barriers between
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Chris Hohn showing pods how to do it His best stock of 2025? General Electric General Electric!
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@TudorDixon Also, your name is “Tudor”? The absolute climber white trash of it is hysterical. Gaurantee your parents admired Nantucket, but lived in a wannabe suburb, and belonged in a trailer park.
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ABOARD AIR FORCE ONE (AP) — Trump says he's 'inclined' to keep ExxonMobil out of Venezuela after CEO's skeptical response at White House oil meeting.
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A witness shared this video with me showing an ICE officer shooting a driver in an SUV in south Minneapolis. DHS says the woman is dead.
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A search from China was made at 5AM the morning of the Brown shooting before the shooting had taken place.
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The Brown shooting was December 13, 2025 at 3:47 PM. Google Trends shows a spike for "CLAUDIO VALENTE INC" at 4:00 PM. Same day. The shooter's identity wasn't released until December 18th. Who searched for his dissolved company name within an hour of the shooting — five days
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Checks notes: End of 2025? Yes Number of autonomous "Robotaxis"? Zero Anybody surprised?
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This still blows my mind… How many ppl know what happened during 2000-2009 lost decade? Annualized returns ranked by asset class: S&P 500 = -1.0% US large value = 4.4% US microcap = 6.3% Int’l value = 6.7% Int’l small cap = 8.7% US small value = 9.1% EM large = 9.5% US REITs =
How many ppl know what happened during 2000-2009 lost decade? S&P 500 = -1.0% US large value = 4.4% US microcap = 6.3% Int’l value = 6.7% Int’l small cap = 8.7% US small value = 9.1% EM large = 9.5% US REITs = 10.5% Int’l small value = 11.3% EM small cap = 12.3% EM value = 13.9%
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Benjamin S Erickson and a Benjamin W Erickson from Wisconsin both age 24 This is the problem people are having.
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