@GavinEzekowitz profile picture
Gavin Ezekowitz @GavinEzekowitz
Joined March 2011
  • Tweets 2,751
  • Following 884
  • Followers 438
201 Photos and videos
The power of a well tailored jacket perhaps? Honored.
Gappy (Giuseppe Paleologo)
@__paleologo
Jan 4
Replying to @GavinEzekowitz @jedimarkus77
I remember that meeting!
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1/ Shout out the guys I sub to for their help in 2025. The insights are always valuable and the returns good and bad are mine not theirs. No one has magical powers. In my view I believe all of these are quality people, which matters to me a great deal.
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2/ No ranking implied! @dampedspring @DsrPrivate @DSMMAprivate @Jimmyjude13 @NikLentz @Citrini7 @EconstratPB @agnostoxxx @NautilusCap @TMTBreakout @DannyDayan5 @BobEUnlimited Thank you all and look forward to 2026 together.
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How does @BobEUnlimited have only $70M AUM in the $HFGM ETF with his performance ( 30% YTD). People are sleeping on how much alpha you get for almost no fees.
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From the @FT a sentence that has been written countless times over the last 30 years.
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Listening to two tradies in my local coffee shop talking about the equity market, BTC and MSTR reminds me how much simple narratives move capital.
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Rotation can be painful
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My friend @BobEUnlimited rightly pointing out that first we spend what we make then we go 10x levered for Great Jeans. Credit demand drives part II of the cycle? Think so.
Bob Elliott
@BobEUnlimited
13 Aug 2025
Bank Lending Shows Signs of Life After several years following SVB where banks remained cautious, lending has picked up recently starting with financial leveraging and now C&I borrowing. Weak demand remains the main constraint.
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tier 1 VC firms doing retail style SPVs on 100bn private companies. Mark my bags baby
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Best wishes to Lev @thedailyshot for a full recovery. The guy is a legend.
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If Ai pro-sumer companies start showing NDR below 50% in the back half of 2025 does anything change?
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A day of meetings with @__paleologo (thanks for signing your book) @BobEUnlimited (you and I both know the article you must write) and @EconstratPB (financial therapist) A lifetime of learning and some good laughs. Thanks for the insights guys.
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My kingdom for a great / the right data set is my summary of all Ai applications today
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Teach your kids art not coding
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My friend @BobEUnlimited continues to provide some of the best content (for free!) in this place. He also has an excellent low fee listed ETF $HFGM which benefits from both his IP and IT (NFA).
Bob Elliott
@BobEUnlimited
17 Apr 2025
Global Macro hedge funds came into the year bullish the dollar and then have quickly unwound that position as the policy path from the new administration became clearer.
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If you can put a data center in space you can put a data center anywhere, including places with land/power and no tarrifs and lower costs. Doesnt work for inference but does for LLM processes. Just a thought.
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4 years old. Can rally from the baseline. Loves it. Calling around to Div 1 college coaches this week.
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One hedge fund has around 50bn notional and are market neutral. They are good at what they do and captured 20% on the short side, call it 10Bn. But they are long stocks so down 15% if they are doing great. Net 2.5Bn. Nobody made net 189Bn being short.
*Walter Bloomberg
@DeItaone
8 Apr 2025
SHORT SELLERS TARGETING U.S. COMPANIES WITH MARKET CAP GREATER THAN $1 BLN ARE UP $127 BLN FROM APRIL 2 THROUGH MONDAY- ORTEX TECHNOLOGIES SHORT SELLERS' GAINS FOR 2025 THROUGH MONDAY AT $189 BLN
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Am I the only one getting a powerful emotional boost from ChatGPT telling me that 'your approach is perfect' and 'thats a great idea I will get right on it'?
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Before you spend your pennies on US assets this morning this exceptional piece from @DannyDayan5 is worth a read. I fear that policy makers may believe they have more control over events than they have, sort of a Wuhan lab of economic policy if you will. Shout out to @BobEUnlimited and @dampedspring who have been all over potential outcomes.
Danny Dayan
@DannyDayan5
1 Apr 2025
"Doomsday and the Demographic Time Bomb" goes through two potential crash scenarios for stocks. It's impossible to know if/when these would happen, but the below quantifies the scale and drivers of this risk. Important report. dannydayan.substack.com/p/do…
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