The Soapbox

orangenblue

Joined: 12/07/2002 Posts: 1118
Likes: 785


Well don't want you to misunderstand.wasn't trying to be condescending


For the most part, I enjoy reading your posts (aside when taking a partisan spin on things thar aren't meant to be partisan or when someone calls Trump my guy). Today was the first day on the site in a few weeks. I couldn't resist since I wanted to see if others heard Biden's last sentence.

For the record, I have a BA in econ, an MBA from a top ten program with a concentration in finance, a CFA. Had pre MBA experiences in a rotation that included private placements, interest rate swaps, FX, commercial banking credit analysis (after 3 years in the army where I served as an armor (tank) officer during the eighties in West Germany). Post MBA experience includes five years of budgeting and planning experience in a F500 company. For the last twenty seven years have been a senior sell side equity analyst covering a sector that includes cyclicals and tech enabled firms. Prior to being a senior analyst I worked as an associate for seniors covering retailers and industrials. Every company I follow has cyclical/interest rate exposure which forces me to pay attention to every release and my team does a compressive piece on macro impacts every month. I regularly talk to the economists at the BLS who issue the government reports as well as my firm's economics group. I have companies that report 32 out of 52 weeks during the year. Typically talk to my companies at least twice a quarter if not more frequently and regularly talk to CEOs of private and public companies I don't cover. Talk to PMs and buyside analysts every day. Have a casual friends who served as the Chairman of the Federal Reserve Bank of Chicago, the board of Johnson Controls, the board of Kohls, and the board of BMO Harris.

I can easily retire...haven't needed to work for a long time....have considered it but am a terrible golfer and am worried about bored...most of my friends/contacts who retire end up getting back to work in some form or fashion. Consulting seems popular for many and several have board seats which is a great gig (but harder to get now).

Anyway, sounds like you have had a ton of successful experience and know a lot.
[Post edited by orangenblue at 03/26/2022 10:43PM]

(In response to this post by TomGlansAski)

Posted: 03/26/2022 at 9:51PM



+0

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Current Thread:
 
  
Decent speech by Biden in Poland. ** -- hooshouse 03/26/2022 1:51PM
  The speech will be forgotten. -- DanTheFan 03/26/2022 5:21PM
  "God bless our troops." ?? ** -- Newt 03/26/2022 4:50PM
  Details, details ** -- TomGlansAski 03/26/2022 4:45PM
  Well, they’ve walked it back. ** -- hooshouse 03/26/2022 2:46PM
  That comment won’t walk back ** -- WaxHoo 03/26/2022 3:18PM
  With Joey, it's kind of walkered back. ** -- ResistHoo 03/26/2022 3:20PM
  No ** -- WaxHoo 03/26/2022 3:21PM
  Yeah, what the hell? -- hooshouse 03/26/2022 2:24PM
  You would lose that bet... ** -- orangenblue 03/26/2022 6:05PM
  Yes... -- orangenblue 03/26/2022 6:28PM
  Right. Sorry, you'll have to be a lot more specific. ** -- TomGlansAski 03/26/2022 6:41PM
  I don't have to do anything.... -- orangenblue 03/26/2022 7:26PM

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