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Bennie doesn’t chase squirrels, he chases after-tax returns.

Long before @iamthestack had so many neighbors @pier70sf!

Your Exit. Tax-Smart. On Purpose.

AI is transforming healthcare- join us in Dogpatch to learn how VCs are investing in the Future of Health and how you can get exposure. Register here for our March 25th deep-dive with Dave from Pioneer and @dogpatchwealth before capacity maxes out.

right now in Pier 70...

The value of my bathroom key is up 400%!

The Dogpatch model portfolio is no longer in gold or silver, we do however own copper miners ($COPX).

🪙I bought this silver bar via Apmex.
🔗https://www.apmex.com/

48 hours in Newport Beach: Up close and impersonal 🙄 with former Fed Vice Chair Richard Clarida at @pimco_global HQ (2.5T AUM, monthly fixed income). Spent a few hours digging into the economy, bonds, and commodities like copper ($COPX). Bonds are always a focus at PIMCO, and worth a look with equity valuations close to 10 year highs...

48 hours in Newport Beach: Up close and impersonal 🙄 with former Fed Vice Chair Richard Clarida at @pimco_global HQ (2.5T AUM, monthly fixed income). Spent a few hours digging into the economy, bonds, and commodities like copper ($COPX). Bonds are always a focus at PIMCO, and worth a look with equity valuations close to 10 year highs...

48 hours in Newport Beach: Up close and impersonal 🙄 with former Fed Vice Chair Richard Clarida at @pimco_global HQ (2.5T AUM, monthly fixed income). Spent a few hours digging into the economy, bonds, and commodities like copper ($COPX). Bonds are always a focus at PIMCO, and worth a look with equity valuations close to 10 year highs...

We are hosting a special in-person event on Thursday, February 5th in our office in Pier 70 in Dogpatch.

Join for a unique opportunity to discuss alternatives investing with Lynly Packer, Alternatives Client Advisor from J.P. Morgan’s Asset Management division and Adam Gould, Owner and Advisor at Dogpatch Wealth.

We will take a 60-minute deep dive into alternative investments, smart portfolio diversification, and how Dogpatch clients are accessing a diversified pool of AI enabled technology startups.

Space is limited. Register with link in bio.

We are hosting a special in-person event on Thursday, February 5th in our office in Pier 70 in Dogpatch.

Join for a unique opportunity to discuss alternatives investing with Lynly Packer, Alternatives Client Advisor from J.P. Morgan’s Asset Management division and Adam Gould, Owner and Advisor at Dogpatch Wealth.

We will take a 60-minute deep dive into alternative investments, smart portfolio diversification, and how Dogpatch clients are accessing a diversified pool of AI enabled technology startups.

Space is limited. Register with link in bio.

We are hosting a special in-person event on Thursday, February 5th in our office in Pier 70 in Dogpatch.

Join for a unique opportunity to discuss alternatives investing with Lynly Packer, Alternatives Client Advisor from J.P. Morgan’s Asset Management division and Adam Gould, Owner and Advisor at Dogpatch Wealth.

We will take a 60-minute deep dive into alternative investments, smart portfolio diversification, and how Dogpatch clients are accessing a diversified pool of AI enabled technology startups.

Space is limited. Register with link in bio.

We are hosting a special in-person event on Thursday, February 5th in our office in Pier 70 in Dogpatch.

Join for a unique opportunity to discuss alternatives investing with Lynly Packer, Alternatives Client Advisor from J.P. Morgan’s Asset Management division and Adam Gould, Owner and Advisor at Dogpatch Wealth.

We will take a 60-minute deep dive into alternative investments, smart portfolio diversification, and how Dogpatch clients are accessing a diversified pool of AI enabled technology startups.

Space is limited. Register with link in bio.

We are hosting a special in-person event on Thursday, February 5th in our office in Pier 70 in Dogpatch.

Join for a unique opportunity to discuss alternatives investing with Lynly Packer, Alternatives Client Advisor from J.P. Morgan’s Asset Management division and Adam Gould, Owner and Advisor at Dogpatch Wealth.

We will take a 60-minute deep dive into alternative investments, smart portfolio diversification, and how Dogpatch clients are accessing a diversified pool of AI enabled technology startups.

Space is limited. Register with link in bio.

We are hosting a special in-person event on Thursday, February 5th in our office in Pier 70 in Dogpatch.

Join for a unique opportunity to discuss alternatives investing with Lynly Packer, Alternatives Client Advisor from J.P. Morgan’s Asset Management division and Adam Gould, Owner and Advisor at Dogpatch Wealth.

We will take a 60-minute deep dive into alternative investments, smart portfolio diversification, and how Dogpatch clients are accessing a diversified pool of AI enabled technology startups.

Space is limited. Register with link in bio.

Think global, shop local!

🟩🟥🟩🟥 Sharing some green and red signals.
Green on the screen today! Go put some money to work!
We are absolutely expecting a nice little Santa Claus rally this year!

2005–2024, the Santa Claus rally has on average delivered a modest +1% lift to the S&P 500, Dow, and Nasdaq, with each index logging gains in roughly two-thirds of those years.

Investors have come to expect a year-end bullish bias, and indeed, in 14 of the past 20 seasons “Santa” delivered!

The remaining 6 years, Santa skipped Wall Street, coinciding with major bearish currents (e.g. the 2008 financial crisis, 2015 market jitters, 2022 rate-hike cycle). The most extreme Santa rallies (2008 and 2018) saw powerful relief bounces of +5% or more, while the worst years (like 2007’s pre-crash slump) brought small but telling losses.

🟩🟥🟩🟥 Sharing some green and red signals.
Green on the screen today! Go put some money to work!
We are absolutely expecting a nice little Santa Claus rally this year!

2005–2024, the Santa Claus rally has on average delivered a modest +1% lift to the S&P 500, Dow, and Nasdaq, with each index logging gains in roughly two-thirds of those years.

Investors have come to expect a year-end bullish bias, and indeed, in 14 of the past 20 seasons “Santa” delivered!

The remaining 6 years, Santa skipped Wall Street, coinciding with major bearish currents (e.g. the 2008 financial crisis, 2015 market jitters, 2022 rate-hike cycle). The most extreme Santa rallies (2008 and 2018) saw powerful relief bounces of +5% or more, while the worst years (like 2007’s pre-crash slump) brought small but telling losses.

🟩🟥🟩🟥 Sharing some green and red signals.
Green on the screen today! Go put some money to work!
We are absolutely expecting a nice little Santa Claus rally this year!

2005–2024, the Santa Claus rally has on average delivered a modest +1% lift to the S&P 500, Dow, and Nasdaq, with each index logging gains in roughly two-thirds of those years.

Investors have come to expect a year-end bullish bias, and indeed, in 14 of the past 20 seasons “Santa” delivered!

The remaining 6 years, Santa skipped Wall Street, coinciding with major bearish currents (e.g. the 2008 financial crisis, 2015 market jitters, 2022 rate-hike cycle). The most extreme Santa rallies (2008 and 2018) saw powerful relief bounces of +5% or more, while the worst years (like 2007’s pre-crash slump) brought small but telling losses.

🟩🟥🟩🟥 Sharing some green and red signals.
Green on the screen today! Go put some money to work!
We are absolutely expecting a nice little Santa Claus rally this year!

2005–2024, the Santa Claus rally has on average delivered a modest +1% lift to the S&P 500, Dow, and Nasdaq, with each index logging gains in roughly two-thirds of those years.

Investors have come to expect a year-end bullish bias, and indeed, in 14 of the past 20 seasons “Santa” delivered!

The remaining 6 years, Santa skipped Wall Street, coinciding with major bearish currents (e.g. the 2008 financial crisis, 2015 market jitters, 2022 rate-hike cycle). The most extreme Santa rallies (2008 and 2018) saw powerful relief bounces of +5% or more, while the worst years (like 2007’s pre-crash slump) brought small but telling losses.

🟩🟥🟩🟥 Sharing some green and red signals.
Green on the screen today! Go put some money to work!
We are absolutely expecting a nice little Santa Claus rally this year!

2005–2024, the Santa Claus rally has on average delivered a modest +1% lift to the S&P 500, Dow, and Nasdaq, with each index logging gains in roughly two-thirds of those years.

Investors have come to expect a year-end bullish bias, and indeed, in 14 of the past 20 seasons “Santa” delivered!

The remaining 6 years, Santa skipped Wall Street, coinciding with major bearish currents (e.g. the 2008 financial crisis, 2015 market jitters, 2022 rate-hike cycle). The most extreme Santa rallies (2008 and 2018) saw powerful relief bounces of +5% or more, while the worst years (like 2007’s pre-crash slump) brought small but telling losses.

🟩🟥🟩🟥 Sharing some green and red signals.
Green on the screen today! Go put some money to work!
We are absolutely expecting a nice little Santa Claus rally this year!

2005–2024, the Santa Claus rally has on average delivered a modest +1% lift to the S&P 500, Dow, and Nasdaq, with each index logging gains in roughly two-thirds of those years.

Investors have come to expect a year-end bullish bias, and indeed, in 14 of the past 20 seasons “Santa” delivered!

The remaining 6 years, Santa skipped Wall Street, coinciding with major bearish currents (e.g. the 2008 financial crisis, 2015 market jitters, 2022 rate-hike cycle). The most extreme Santa rallies (2008 and 2018) saw powerful relief bounces of +5% or more, while the worst years (like 2007’s pre-crash slump) brought small but telling losses.

🟩🟥🟩🟥 Sharing some green and red signals.
Green on the screen today! Go put some money to work!
We are absolutely expecting a nice little Santa Claus rally this year!

2005–2024, the Santa Claus rally has on average delivered a modest +1% lift to the S&P 500, Dow, and Nasdaq, with each index logging gains in roughly two-thirds of those years.

Investors have come to expect a year-end bullish bias, and indeed, in 14 of the past 20 seasons “Santa” delivered!

The remaining 6 years, Santa skipped Wall Street, coinciding with major bearish currents (e.g. the 2008 financial crisis, 2015 market jitters, 2022 rate-hike cycle). The most extreme Santa rallies (2008 and 2018) saw powerful relief bounces of +5% or more, while the worst years (like 2007’s pre-crash slump) brought small but telling losses.

My trading desk at Barclays, 555 California St, 15 years ago - vs - the trading desk at Dogpatch, 555 20th St today.
what stayed the same: hella screens, Bloomberg, salt and pepper shakers; what changed: street level (sic) no need for an elevator, no boss pushing product, the walnut is real.

Somebody pinch me.

My trading desk at Barclays, 555 California St, 15 years ago - vs - the trading desk at Dogpatch, 555 20th St today.
what stayed the same: hella screens, Bloomberg, salt and pepper shakers; what changed: street level (sic) no need for an elevator, no boss pushing product, the walnut is real.

Somebody pinch me.

My trading desk at Barclays, 555 California St, 15 years ago - vs - the trading desk at Dogpatch, 555 20th St today.
what stayed the same: hella screens, Bloomberg, salt and pepper shakers; what changed: street level (sic) no need for an elevator, no boss pushing product, the walnut is real.

Somebody pinch me.

YOUR MOST SUBSTANTIAL LIABILITY.
Be thoughtful about it.
🏠💰🧑‍🧑‍🧒‍🧒