CIO of The North
@MNupdate
FO CIO. Markets, global economy, local (Minnesota) news. Opinions expressed are my own and do not express the views or opinions of my employer
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The Epstein Files are 24 days past due
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.
Video message from Federal Reserve Chair Jerome H. Powell: federalreserve.gov/newsevents/spe…
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.
A search from China was made at 5AM the morning of the Brown shooting before the shooting had taken place.
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…
Checks notes: End of 2025? Yes Number of autonomous "Robotaxis"? Zero Anybody surprised?
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%
Benjamin S Erickson and a Benjamin W Erickson from Wisconsin both age 24 This is the problem people are having.
A Google insider has officially been exposed on Polymarket. This dude just profited $1,000,000 in a single day betting on the Google search markets. Google accidentally pushed the results early, then removed them, but not before it revealed he went 22/23 on his bets and…
Epstein files will be redacted. This is just performative nonsense.
The Goldman Sachs Non Profitable Tech Index was -8.4% in the first 5 months of 2025 and +78.4% in the second 5 months (S&P EW was +1.3.% and +7.4%)
The market is getting mildly concerned about the ability of ORCL to repay its debt. Its CDS spread (orange line) is decoupling from the US IG CDS spread (white line). On top of that, we have banks like DB looking to hedge their lending-book exposure to data centers via SRTs and…
Jaw-dropping underperformance for the equal-weight S&P 500 vs the market-weight index over the last week.
I can't freaking believe it's come to this, but here's a visual representation of this ridiculous structure - bottom: actual portfolio companies, purchased by PE Funds I and II (with respective LPs) - a secondaries fund comes along, buys LP interest in Funds I and II from some…
Ladies and gentlemen, May I introduce the first tertiaries vehicle — that’s when the original fund stakes get sold twice (into a secondaries vehicle first, and now a tertiary fund). Good grief
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