louis moschetta @LouisMos07

Boone, NC Joined August 2009

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louis moschetta @LouisMos07

2 months ago

@TimmerFidelity Any chance of posting an updated June 2026 asset class correlation matrix (last 60 months, like the April 2026 one you shared)? Also, is it available to retail clients in Fidelity brokerage accounts? Thanks!

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louis moschetta @LouisMos07

3 months ago

@dampedspring Hi Andy, have you published "part 4" yet?

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louis moschetta @LouisMos07

3 months ago

@SayNoToTrading @unusual_whales Junk food is cheaper. Lazy habits easier too

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louis moschetta @LouisMos07

3 months ago

@SayNoToTrading @unusual_whales 😅

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louis moschetta @LouisMos07

5 months ago

@ChrisBloomstran What about GEICO competitive gap? Everyone improved their ratios (e.g. check public data on PRG, State Farms for auto), except GEICO, which deteriorated 3.2 points. The absolute number (84.7%) is still outstanding, but the direction is wrong. -Thank you for sharing your work

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louis moschetta @LouisMos07

5 months ago

@nnzp1730 Nothing new. Really, there are several studies and books, a few years old, out there on this topic .

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louis moschetta @LouisMos07

5 months ago

@antonioguterres Ah! And what do you do again…?

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louis moschetta @LouisMos07

5 months ago

@alapshah1 @TheStalwart Hey Joe…. What if AI providers start charging $2000/month+ instead of $20/month. Who wins?

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louis moschetta @LouisMos07

7 months ago

@robin_j_brooks @DakdaR22 Useless post. You are presenting one data point w/out providing context, just to vent out your political views. Unfollow

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louis moschetta @LouisMos07

7 months ago

@TimmerFidelity Share buybacks will also amplify losses per share, eventually….

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louis moschetta @LouisMos07

a year ago

@RealJimChanos It’s an old and common accounting trick: WM 1992–1997: Executives systematically avoided depreciation by inflating salvage values and extending useful lives on garbage trucks

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St. Louis Fed @stlouisfed

a year ago

U.S. banks have steadily increased their lending to nondepository financial institutions, such as mortgage companies and insurers. The annualized growth rate in banking lending to NDFIs has averaged about 26% per year since 2012 ow.ly/IEYB50WkBJ9

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louis moschetta @LouisMos07

a year ago

Johan, any idea why Visma has been using the Cervélo aero bike even on big mountain stages this year, instead of their climbing model? On a side note, several amateur riders I know who used aero bikes for both crits and climbs said they felt awkward—like riding a catamaran—and quickly switched to more balanced frame geometries. Keep up the great work with the podcast!

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louis moschetta @LouisMos07

a year ago

⸻ In your book The World for Sale, you highlighted the recurring tendency of OPEC members to undercut each other despite formal agreements—a theme that seems very relevant once again. With this latest statement about increasing production, it raises the question: how much of this is coordinated strategy versus a scramble to secure revenue amid fiscal pressures? Do we have updated insights on the break-even oil prices for the major producers? Last time I looked, the average fiscal break-even hovered around $75–80/barrel, with wide dispersion—from Russia’s ~$60 to Iran’s $130+. That spread seems like a recipe for internal tension, no matter what’s stated publicly.