@profplum99 discussed options, risk reduction and portfolio construction, endorsing a video about using option structures to reduce risk and arguing that liquidating levered public assets materially changes portfolio construction 210. They criticised excessive focus on small interest-rate moves and questioned the accuracy of inflation measurement 5, while also warning about private-credit management practices and their potential effect on retirees through life insurance and annuities 4. Other posts covered personalised pricing, passivity, collaboration, and a tribute to Victor 36789.
On the record
last 31 daysNo positions on the record in the last 31 days — retweets, links and asides don't count, only a view of their own.
Their output
11 in August 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Tracy Shuchart (𝒞𝒽𝒾 ) 3 mentions
- Brent Johnson 1 mention
What they talk about
- Nick Nemeth (Mispriced Assets) 2 items
- Colby Smith 1 item
- 777 Partners 1 item
- inflation 1 item
- equity 1 item
- Hal Singer 1 item
- options 1 item
- life insurance 1 item
See what your own voices say about @profplum99, every morning.
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