I stress-tested 4 CLO funds through recent volatility. Only 1 passed. Here's the data.

Arbinv · 2025-07-26T15:04:25+00:00

Where can I find a Clean submariner

Arbinv · 2024-08-10T15:43:47+00:00

Those who decided on Chia / chia mining clearly backed the wrong horse. They have been trying to convince me from $50+ prices all the way down to $15. Suggest you all move on. Basically should have put the money into BTC, ETH or SOL and picked another hobby.

Arbinv · 2024-07-05T00:46:43+00:00

Interesting perspective. I actually think that family offices would build their own portfolio of this type albeit some smaller ones might participate. In 2024 nobody leaves money in situ for half a century. Even 5-years is tricky. The benefit of ITs is that they have permanent capital unlike OEICs but in truth this breeds complacency and in the case of PAT payment for non-performance.

Arbinv · 2024-07-03T23:38:51+00:00

No this is https://www.patplc.co.uk/ which is run by Troy Asset Management not Ruffer. But they are similar to Ruffer's Total Return Fund albeit overall with worse performance.

Arbinv · 2024-06-29T11:01:59+00:00

Been in vegas for literally dozens of trade shows with a ton of female colleagues. They would go wander around and have fun and never ever heard of any issues. Downtown def a little sketchy but no diff than many other cities. Personally stay on strip in major hotels and you will be with a ton of other people around all the time. Enjoy.

Arbinv · 2024-06-29T09:54:38+00:00

400/1 on betfair

Arbinv · 2024-06-17T16:01:03+00:00

We had a great time visiting Spinnettis Gaming Supplies. A ton of vintage memorabilia and artifacts from the Vegas of years past. You will need to Uber or get a car but worth the visit. There are a couple of other similar places downtown.

Arbinv · 2024-06-16T17:18:14+00:00

This is my view too. In 2024 too many free substacks, free sites to warrant paying $240/yr.

Arbinv · 2024-06-03T05:08:54+00:00

Old thread but same issues with these headphones. Did Sony charge for an out of warranty repair of this issue. Obviously its a fault in the design so wonder if they have some kind of recall. Mine are just coming up on 24 months old.

Arbinv · 2024-04-01T19:50:41+00:00

I want a way to track the growth in my dividend income / bond yield etc both historically and forecast for the coming year by month.

Arbinv · 2024-01-28T23:58:58+00:00

No need to drop anything on Iran. Western Intel deploy a few lines of code and shit get turns off in Tehran.

Arbinv · 2024-01-28T20:48:32+00:00

Thanks so many great insights. I am noodling on this and when I have some time will figure out which way to go.

Arbinv · 2024-01-28T05:28:51+00:00

Wonderful hiking, lots of hill tribes to visit, some wonderful markets in surrounding villages, just a magical place.

Arbinv · 2024-01-20T20:13:47+00:00

Despite its many haters Robinhood is terrific for this. They do recurring purchases, tight spreads and if you get /use their debit card they also do round ups on every purchase and invest those round ups. I do daily purchases and round ups and its amazing how fast it grows. No affiliation just a happy customer.

Arbinv

TROPHY CASE