Roberto Rojas
@bobbyblaeu.bsky.social
Multi Assets. Cleveland Sports fan in Cincinnati. Your alternatives aren't alternatives.
Nice spike going into month end for QUAL though
October 6, 2025 at 8:04 PM
Nice spike going into month end for QUAL though
Who had it better than us in '21
August 28, 2025 at 3:43 PM
Who had it better than us in '21
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
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?
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.
Ten straight quarters of this
July 18, 2025 at 3:11 PM
Ten straight quarters of this
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
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
Wow, full on rehab for this guy huh
June 13, 2025 at 3:53 PM
Wow, full on rehab for this guy huh
TSLA is down about 4.5% over the trailing three years. I wouldn't have guessed that
May 6, 2025 at 1:49 PM
TSLA is down about 4.5% over the trailing three years. I wouldn't have guessed that
Second best day for the Nasdaq ever. All but two of the top 10 and most of the rest of these occurred before the bottom was in.
April 9, 2025 at 8:19 PM
Second best day for the Nasdaq ever. All but two of the top 10 and most of the rest of these occurred before the bottom was in.
Because it's a rule that active equity managers can never catch a break, megacap tech is sure to underperform now that they're capped in the Russel Indexes
March 4, 2025 at 4:00 PM
Because it's a rule that active equity managers can never catch a break, megacap tech is sure to underperform now that they're capped in the Russel Indexes
The left can't replicate this. It requires a level of shamelessness that, while I'm sure political leaders would happily oblige, a critical mass of the audience won't accept
February 18, 2025 at 7:00 PM
The left can't replicate this. It requires a level of shamelessness that, while I'm sure political leaders would happily oblige, a critical mass of the audience won't accept
"This executive order authorizes Seal Team 6 to storm RenTech's office to grant the US access to 'the good fund'"
February 7, 2025 at 2:18 PM
"This executive order authorizes Seal Team 6 to storm RenTech's office to grant the US access to 'the good fund'"
This is what I think of when legacy asset managers merge
February 6, 2025 at 6:45 PM
This is what I think of when legacy asset managers merge
There's a CLO ETF with $20 BILLION in AUM? And they've already taken in $3.6b YTD? 😬
February 6, 2025 at 5:59 PM
There's a CLO ETF with $20 BILLION in AUM? And they've already taken in $3.6b YTD? 😬
I'm sure conservative state AGs are lining up to pressure Trump Media to keep politics out of investing
February 6, 2025 at 3:22 PM
I'm sure conservative state AGs are lining up to pressure Trump Media to keep politics out of investing
Historian Robert Merry found a lane writing about under-researched presidents (McKinley and Polk). Inconceivably, these two are now the role models for the current administration. McKinley - Tariffs, Polk - Imperialism.
Would love to hear an interview from him.
Would love to hear an interview from him.
February 3, 2025 at 1:55 PM
Historian Robert Merry found a lane writing about under-researched presidents (McKinley and Polk). Inconceivably, these two are now the role models for the current administration. McKinley - Tariffs, Polk - Imperialism.
Would love to hear an interview from him.
Would love to hear an interview from him.
The whole episode has exposed capital markets' ignorance of the technical side of AI. Investors are reliant on technical experts' analysis/opinion, like the report you mentioned, and are completely unable to assess real time developments in the space.
bsky.app/profile/bobb...
bsky.app/profile/bobb...
January 29, 2025 at 7:44 PM
The whole episode has exposed capital markets' ignorance of the technical side of AI. Investors are reliant on technical experts' analysis/opinion, like the report you mentioned, and are completely unable to assess real time developments in the space.
bsky.app/profile/bobb...
bsky.app/profile/bobb...
I think most of the "Trump World Turning On Each Other" stuff is editorial fanfic.
On the other hand, there's real hatred among the SV ruling class, which may lead to something.
On the other hand, there's real hatred among the SV ruling class, which may lead to something.
January 22, 2025 at 4:25 PM
I think most of the "Trump World Turning On Each Other" stuff is editorial fanfic.
On the other hand, there's real hatred among the SV ruling class, which may lead to something.
On the other hand, there's real hatred among the SV ruling class, which may lead to something.
The siren song of Luddism is more appealing every day
January 22, 2025 at 2:22 PM
The siren song of Luddism is more appealing every day
Druck is an incredible trader. But it's not because of his macro opinions
January 21, 2025 at 2:42 PM
Druck is an incredible trader. But it's not because of his macro opinions