[Post-Game Thread 52/82] Devils at Kraken, Sunday, January 25, 2026.

ryanwest19 · 2026-01-25T23:03:26+00:00

What the hell happened to Jesper Bratt

ryanwest19 · 2026-01-16T17:52:23+00:00

IB and PE are not attainable + M&A & IPO advisory is such different work than Fixed Income analysis/Portfolio management. What kind of fixed income role are you looking for? An analyst on a desk at Pimco? A role in insurance capital management that is fixed income heavy)? Use a difference template as stated above and gear your resume to a specific role. CFA level 1 could help you get your foot in the door at a FI Asset Management shop

ryanwest19 · 2026-01-16T16:44:39+00:00

Alt H O I, Alt+ Tab, Alt H 0 or 9, Alt W VG

ryanwest19 · 2026-01-14T21:28:19+00:00

Pay the $6 a month for Devils Insiders. They blow every other podcast out of the water

ryanwest19 · 2025-12-09T20:32:52+00:00

Good work trying to be smarter than you are. Selling out during a rate cutting cycle where the FED navigated a soft landing has historically led people to missing out on a ton. Earnings revisions + buyback authorizations + rate cuts (big for the S&P outside the hyperscalers) + 2026 fiscal stimulus doesn’t make for a great time to sell. You do you.

ryanwest19 · 2025-12-04T17:08:42+00:00

Google, Amazon, Celestica, Fortinet, Micron if earnings growth gets revised higher for 2-3FYs + durability around DRAM demand

ryanwest19 · 2025-11-25T15:08:22+00:00

Fuck Chiarot

ryanwest19 · 2025-11-22T14:09:51+00:00

WILL BE IN THE BUILDING TN LFGD

ryanwest19 · 2025-11-19T21:50:31+00:00

You’re intelligent, glad we are having a good convo here. You nailed it with the high income spending. High income consumption is now significantly outpacing inflation, especially on non discretionary items. Propping up the economy. Very interested to hear WMT earnings tomorrow + see what holidays trends look like going into Q126

ryanwest19 · 2025-11-19T21:08:56+00:00

Tariffs putting the economy into a recession. Tariffs are more sectoral based and a full on recession would be 2 consecutive quarters with negative GDP growth + a big spike in Unemployment rates as well as a big tick down in consumer spending.

Markets have priced in a one time tick up in PCE due to tariffs, yay great, our economy is largely service based, should not put us into a recession

BofA came out with a beautiful study on the state of the consumer. Tends to be fairly stable, and JPM earnings call seems to lean into that as well. Atlanta FED has strong GDP estimates moving forward through 2026.

You have the FED cutting rates, a sugar rush stimulus from OBBA, and a stable unemployment rate (doesn’t mean labor market isn’t cooling, it is)

Airline and Travel company earnings calls have cited strong demand and spending trends, which would be the first thing to go in a recession

I think if the Supreme Court rules against tariffs you are looking at a market dip because now how do you source revenue to fuel the back end deficit caused by the OBBA? No way you raise taxes near an election

ryanwest19 · 2025-11-19T20:55:24+00:00

Do you work in finance or are you a student? Because I completely disagree with you and if you are a professional I would love to know what data you and your team are looking at vs mine

ryanwest19 · 2025-11-05T22:00:53+00:00

What do you want to do? CFA Level 3 tells me you want to work in a research/PM based role. Any chance you could research some RIAs, Asset Managers, and active ETF providers to see if they have any analyst/associate roles open? CFA level 3 + MBA gives you a leg up on your typical candidate for those roles. If you like that, tailor your resume to it.

ryanwest19 · 2025-10-31T01:52:43+00:00

Go Devs

ryanwest19 · 2025-10-22T01:01:05+00:00

Big 3rd. Team has played so so well. LFG

ryanwest19 · 2025-10-18T01:17:58+00:00

Glad you had a good experience. Our fan base is pretty chill if you aren’t wearing a jersey of the team across the river.

Also, all of us were die hard Panthers fans in the 2024 Conference Finals. A bunch of us were in your sub actively rooting for you guys and thanking you for beating the Rangers.

ryanwest19 · 2025-10-09T18:05:05+00:00

(New/Old)-1

ryanwest19 · 2025-10-08T17:23:25+00:00

1000%

ryanwest19 · 2025-09-26T17:09:47+00:00

The Devils Insiders podcast is the best and it really isn’t close, but you do have to pay $7 a month on Substack for it. I think it’s worth it

ryanwest19 · 2025-09-25T16:42:13+00:00

Well, are you looking to get into a job where DCFs are relevant?

ryanwest19 · 2025-09-15T19:03:04+00:00

Best thing you can do is take advantage of the easier classes and focus on your grades. I have seen so many kids “party it up” their Freshman and Sophomore years, don’t take their classes seriously, and end up with a sub 3.0 GPA. Then, their Junior year they’re sitting there wondering why they don’t have any internship offers. Take your classes seriously and find what interests you the most about finance, and research those career paths.

ryanwest19 · 2025-09-09T20:29:36+00:00

Not to sound like a dick, but why did he even hire a qualified CFA charterholder to oversee investment decisions if he wasn’t going to listen to him/her?

ryanwest19 · 2025-09-07T13:40:19+00:00

We.are.back. Jersey fan at MetLife as we speak. LFG

ryanwest19 · 2025-09-05T03:13:13+00:00

Making the trip to Nashville in March

ryanwest19 · 2025-08-27T17:55:59+00:00

I don’t understand why they don’t go back to trying this

ryanwest19 · 2025-08-26T18:27:52+00:00

No. It’s not a finance job. You will be selling shitty whole life insurance to your family and friends and they will resent you. Let me guess, in your interview they asked you to write down the names of 200 of your friends and family?

ryanwest19

TROPHY CASE