Roberto Rojas
@bobbyblaeu.bsky.social
Multi Assets. Cleveland Sports fan in Cincinnati. Your alternatives aren't alternatives.
Prediction markets seem like the better move, vs CME pairing with Fanduel www.bloomberg.com/news/article...
NYSE Owner to Invest $2 Billion in Betting Platform Polymarket
Intercontinental Exchange Inc., owner of the New York Stock Exchange, plans to invest as much as $2 billion in cash in Polymarket, a crypto-based betting platform.
www.bloomberg.com
October 7, 2025 at 3:51 PM
Prediction markets seem like the better move, vs CME pairing with Fanduel www.bloomberg.com/news/article...
Boulder???
Energy Secretary Chris Wright on Fox: "We're announcing today expanded programs to help the American coal industry. We're helping it because for years it has been under assault. It was out of fashion with the chardonnay set in San Francisco, Boulder, and NYC ... coal just makes the world go round."
September 29, 2025 at 3:29 PM
Boulder???
We need a total and complete shutdown of new ETFs until our country's representatives can figure out WHAT THE HELL IS GOING ON
August 25, 2025 at 3:05 PM
We need a total and complete shutdown of new ETFs until our country's representatives can figure out WHAT THE HELL IS GOING ON
Big day for some of the absolute weirdest people I've ever met on Wall Street, even though they've been wrong on this one since at least 2018
WSJ reporting Fannie/Freddie IPOs are being discussed, targeting raise of $30bn with valuation of ~$500bn.
www.wsj.com/finance/regu...
www.wsj.com/finance/regu...
August 8, 2025 at 3:31 PM
Big day for some of the absolute weirdest people I've ever met on Wall Street, even though they've been wrong on this one since at least 2018
For my money there's no better strategy for <$5m investor to add to a stock/bond portfolio than trend following. Unfortunately, it's probably the hardest strategy to hold. www.wsj.com/finance/inve...
A Wild Year for Markets Hits Trend-Following Hedge Funds
Fast-moving quantitative funds are meant to flourish in tough markets but, with President Trump’s tariff moves convulsing markets, they are under pressure.
www.wsj.com
August 4, 2025 at 4:01 PM
For my money there's no better strategy for <$5m investor to add to a stock/bond portfolio than trend following. Unfortunately, it's probably the hardest strategy to hold. www.wsj.com/finance/inve...
Your investment committee met in May '25. You're feeling good after bouncing back from Liberation Day. International equities are doing great, and boy do they look attractive after looking at the mess in the US. You throw on an overweight - it's a no brainer.
Since then?
Since then?
July 31, 2025 at 5:21 PM
Your investment committee met in May '25. You're feeling good after bouncing back from Liberation Day. International equities are doing great, and boy do they look attractive after looking at the mess in the US. You throw on an overweight - it's a no brainer.
Since then?
Since then?
Financial writers have a full rolodex of these guys too
This is the late-night version of baseball writers getting Goose Gossage to go off during spring training. variety.com/2025/tv/news...
Jay Leno Says Today’s Late-Night Hosts ‘Alienate’ Half the Audience With Political Jokes ‘Cozying Up to One Side’: ‘I Don’t Think Anybody Wants to Hear a Lecture’
Jay Leno believes late-night TV hosts have become too politicized -- and that they risk losing half the viewing audience.
variety.com
July 28, 2025 at 1:33 PM
Financial writers have a full rolodex of these guys too
The average age of Late Show viewers is 67. Colbert is going to start a podcast and do 30 tour dates a year where he'll be happier and have a larger cultural impact.
July 25, 2025 at 3:23 PM
The average age of Late Show viewers is 67. Colbert is going to start a podcast and do 30 tour dates a year where he'll be happier and have a larger cultural impact.
It can probably key in on a client's risk tolerance and put it in a target risk model better than an advisor right now. And it will replace them, but not until the digital natives (Gen Z and after) have $$$
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
MIT’s Andrew Lo Sees AI Ready to Run Your Money in Five Years
A year ago, Andrew Lo asked ChatGPT for its opinion on Moderna Inc., a biotech stock that soared during the pandemic era. The advice: sell. He didn’t. The stock plunged.
www.bloomberg.com
July 22, 2025 at 4:14 PM
It can probably key in on a client's risk tolerance and put it in a target risk model better than an advisor right now. And it will replace them, but not until the digital natives (Gen Z and after) have $$$
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Ten straight quarters of this
July 18, 2025 at 3:11 PM
Ten straight quarters of this
Always find the local angle @thepressbox.bsky.social www.cincinnati.com/story/news/2...
Astronomer, company tied to viral Coldplay concert video, started in Cincinnati
A couple caught on camera at a Coldplay concert has the internet up in arms. Astronomer, the company tied to the alleged affair, started in Cincinnati.
www.cincinnati.com
July 17, 2025 at 10:09 PM
Always find the local angle @thepressbox.bsky.social www.cincinnati.com/story/news/2...
She'll raise more money than any other candidate and lose by 6
Fox News: "A shocking poll shows Texas Democrat Congresswoman Jasmine Crockett is leading in the race for incumbent Republican John Cornyn's Senate seat."
July 10, 2025 at 6:05 PM
She'll raise more money than any other candidate and lose by 6
John Ganz has been writing about how SV is pushing Technofascism under the radar for years and they just....tweeted it out
June 25, 2025 at 5:15 PM
John Ganz has been writing about how SV is pushing Technofascism under the radar for years and they just....tweeted it out
Average junior miner CEO
June 25, 2025 at 3:36 PM
Average junior miner CEO
CEO of Whoop and RFK a few weeks ago
June 24, 2025 at 4:06 PM
CEO of Whoop and RFK a few weeks ago
In other news, guy who owns car wash says it's a great time for a car wash www.wsj.com/finance/inve...
Rob Arnott’s Firm Says the Time Is Finally Right for ‘Smart Beta’
Research Affiliates, which once criticized the popular investing strategies, now sees growing value in them.
www.wsj.com
June 17, 2025 at 2:00 PM
In other news, guy who owns car wash says it's a great time for a car wash www.wsj.com/finance/inve...
Cap the Crowds. National Parks, museums, and even cities need to cap visitors. The Covid restrictions were the best thing to happen to our National Parks
The Louvre, the world’s most-visited museum, remained shuttered Monday — not by war, not by terror, but by its own exhausted staff, who say the institution is crumbling from within.
Overwhelmed and understaffed, the Louvre shuts its doors — a warning sign for global overtourism
The Louvre Museum has failed to open on time Monday, leaving thousands of visitors stuck in long, unmoving lines.
bit.ly
June 16, 2025 at 1:58 PM
Cap the Crowds. National Parks, museums, and even cities need to cap visitors. The Covid restrictions were the best thing to happen to our National Parks
Wow, full on rehab for this guy huh
June 13, 2025 at 3:53 PM
Wow, full on rehab for this guy huh
This is going to blow a pod up
June 5, 2025 at 7:32 PM
This is going to blow a pod up
@thepressbox.bsky.social Submitting the "Let Them Fight" GIF as an early overworked of the week
June 5, 2025 at 7:11 PM
@thepressbox.bsky.social Submitting the "Let Them Fight" GIF as an early overworked of the week
60% of Kennedy School students being international does seem a bit high. But who cares, if they want to set their money on fire why should we stop them.
May 28, 2025 at 6:47 PM
60% of Kennedy School students being international does seem a bit high. But who cares, if they want to set their money on fire why should we stop them.
Hillsdale or U of Austin?
very obviously written by someone just out of undergrad as well
May 28, 2025 at 4:21 PM
Hillsdale or U of Austin?
Some of the most crackpot zero-hedge-pilled PMs I've ever met were Fannie and Freddie truthers. A sad day to see them get rewarded.
May 28, 2025 at 2:38 PM
Some of the most crackpot zero-hedge-pilled PMs I've ever met were Fannie and Freddie truthers. A sad day to see them get rewarded.
This article's flawed assumption is that Fortune 500 CEOs are capable of actions outside of the middle of the bell curve www.bloomberg.com/opinion/arti...
CEOs Can Stop White House Attacks — If They Act Now
There’s strength in numbers. But the longer business leaders wait to respond, the weaker they get.
www.bloomberg.com
May 23, 2025 at 12:56 PM
This article's flawed assumption is that Fortune 500 CEOs are capable of actions outside of the middle of the bell curve www.bloomberg.com/opinion/arti...
I'm not sure why the author mentions oral exams and blue books almost as an afterthought and then never returns to it. That's the solution, and it's a very simple and straightforward one
“Massive numbers of students are going to emerge from university with degrees, and into the workforce, who are essentially illiterate…Both in the literal sense and in the sense of being historically illiterate and having no knowledge of their own culture, much less anyone else’s.”
Everyone Is Cheating Their Way Through College
ChatGPT has unraveled the entire academic project.
nymag.com
May 7, 2025 at 4:02 PM
I'm not sure why the author mentions oral exams and blue books almost as an afterthought and then never returns to it. That's the solution, and it's a very simple and straightforward one