Michael
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rbtrage.bsky.social
Michael
@rbtrage.bsky.social
Empathetic snarky commentary on contemporary, socioeconomics, and the global macro. Also partner & chief investment officer at Running Point, a multifamily office💡
‎"RALLY ON THE RISE: ⁦‪#AI‬⁩ BOOSTS OPTIMISM IN US MARKETS"—We were interviewed live at the beginning of July regading our #economic and ⁦‪#investment‬⁩ ⁦‪#outook‬⁩ on ⁦‪AsharqBusiness‬⁩ اقتصاد الشرق Morning Show with anchors Fahed al Zahrani and ⁦‪Samia Saleh, with producer ⁦‪Tabarek Jouni‬⁩.
July 19, 2025 at 6:31 PM
Have you seen my brand new #LandRover #JLR #Defender? Cuz I practically haven’t since it’s needed service from day one and has been in for fixes 38 of the 46 days I’ve owned it.

I’m paying #auto #insurance on a car I’m unable to drive!

And it’s still in the shop!
Bad #quality😒
#trucks #cars #autos
July 1, 2025 at 9:29 PM
"BlackRock Saddles Up with #TEXN ETF, Betting on the Lone Star Boom"
🗺️We have country-based #ETFs, global regional ETFs, and state-based muni ETFs, so for some of the largest powerhouse states (or regions), why not state based or U.S. regional ETFs?💡
Y’all Street — #Texas #stocks #investing
June 25, 2025 at 12:19 AM
IN TODAY'S EPISODE OF "CONFUSE-A-TRADER"—Economic data this week continues to do its best impersonation of a magic trick🪄 now you see a slowdown, now you don’t. #Markets remain placid despite conflicting signals and a renewed blast of tariff drama from #Trump. #Gold
#investing
June 5, 2025 at 7:40 PM
I sat down with @Mergermarket and CIO/host @GiovanniAmadeo to share my thoughts on "the evolution of #privateassets in #familyoffices allocation.” “Schulman offers deep insights into the evolving landscape of private #assets and how #affluent #families are navigating #wealthmanagement
May 24, 2025 at 9:04 PM
The US is now rated AA-plus-ish. #Moody’s move is a symbolic slap, not a systemic shock. #Treasuries remain the world’s spare-tire asset, the #dollar keeps its passport, and the debt mountain still grows—just a tad more expensively. A reminder that #fiscal physics haven’t been repealed;…
May 19, 2025 at 5:16 AM
Excited to be on the separate managed account (SMA) panel at the 3rd Annual Southern California private placement life insurance (#PPLI) & private placement variable annuity (#PPVA) Forum, May 13–14 at the Westdrift Hotel in #ManhattanBeach.
LIFE INSURANCE DONE SMART™️ our #PPLI and #PPVA program!
May 2, 2025 at 3:57 AM
"Many #investors claim they can tolerate a 20% to 30% #drawdown on the way to higher returns, but when it happens, doing nothing can feel foolish," explains @rbtrage. "The key is recognizing that being prepared and sticking to a plan is not inaction; it's #discipline."
April 26, 2025 at 6:27 PM
The current administration has triggered significant political, social, and market volatility, creating a challenging environment for #business #planning and #investment #strategy. Market jitters can compound on themself as fear takes hold. Despite these headwinds, several potential tailwinds exist…
March 26, 2025 at 3:27 AM
"9 Best #ETFs to Buy for a #Recession"—we were quoted yesterday in this @usnews article by @Tony Dong, MSc, CETF®.
#stocks #investment #outlook
March 20, 2025 at 3:11 AM
Catch us this Tuesday at #ALTSLA 2025—in downtown #LosAngeles—where I’ll moderate a panel on:
💡ABSOLUTE RETURN (no relation to the #vodka🍸)
and
💡LIQUID (daily-tradable💦) #ALTERNATIVE #INVESTMENTS
Thank you too @CAIAAssociation, @CalALTs, @USPrivateWealth @CFA_LA
March 18, 2025 at 12:01 AM
@rbtrage, Chief Investment Officer (#CIO) at Running Point Capital Advisors, told @gulf_news it is evident that both #AbuDhabi based @etihad #airline and #Saudi-based low-cost carrier @flynas are pushing ahead with their respective #IPO plans despite #global economic headwinds.
March 15, 2025 at 9:00 PM
We were interviewed by @intpolicydigest and Tobis Fellow writer Scott Douglas Jacobsen, “THE TARIFF TUG-OF-WAR: MICHAEL ASHLEY SCHULMAN WEIGHS IN”
#Tariffs are about #business and #people!
“In this discussion, Schulman explores #tariffs as both a strategic tool and a double-edged sword—capable of…
March 2, 2025 at 11:33 PM
We were #interviewed live on Monday’s @AsharqBusiness Morning Show with anchors Fahed and @samiasalehh to discuss:
• Asian markets
#Michigan consumer sentiment
• The beginning of a #correction
• U.S. #tech vs China
#Fed and personal consumption expenditures (#PCE)
February 25, 2025 at 9:50 PM
Hickory Dickory Dock,
Donald #Trump saved TikTok.
The teens all cheered,
The ban disappeared,
Its fame was now in stock.

170 mil smiled wide,
Their favorite app survived.
With a deal in place,
It stayed in the race,
As #Elon talked the Tok.

Instagram gave a sigh,
…continued in link below
January 20, 2025 at 7:27 AM
China's property sector crisis continues to deepen, illustrated by Country Garden Group's staggering 2023 loss of 178.4 billion yuan ($24.3B) and ongoing debt restructuring challenges. The mess is so untenably large that some may question the accuracy of the accounting!
January 16, 2025 at 4:34 AM
#NASDAQ punches above 20,000 for the first time🎉
📈@Alphabetlnc leaps to all-time high!
📰@Reuters reached out to us for #commentary on what moved @Google in an article by Harshita Varghese, "Google-Parent Alphabet Hits Record High After #Trump Taps Andrew Ferguson as FTC Chair”
December 11, 2024 at 10:46 PM
We were quoted by @TheEpochTimes, “American Exceptionalism Drives S&P, Nasdaq Higher for Another Week”

American exceptionalism and its tendency to wax and wane is not a new concept.

“It depends on the economic, cultural, and political tide, but over the decades, it seems to have increased and…
December 8, 2024 at 10:24 PM
"Foreign companies have shifted to U.S. #exchanges lured by higher valuations, the dominance of U.S. equities in global #indexes, faster U.S. economic growth, abundant #technology and eco-investment incentives, simpler regulations, and the appeal of a glitzy #Nasdaq or #NYSE listing or #IPO boost.”
December 1, 2024 at 6:13 AM
The name that could blow all of the projected 2025 #IPOs out of the water is Elon Musk's popular aerospace company #SpaceX. "If @SpaceX were to #IPO in 2025, it could do so with a valuation possibly well north of $200 billion," says the CIO at Running Point Capital in El Segundo, California.
November 29, 2024 at 8:51 PM
Will #BESSENT become a safety valve for #Trump's policies? We were interviewed by 3x award-winning TV journalist and #business morning news anchor @cybaaudi of @AsharqBusiness with @bloomberg for our thoughts on Scott Bessent for #TreasurySecretary. www.linkedin.com/posts/rbtrag...
Michael Ashley Schulman, CFA on LinkedIn: #business #trump #wallstreet #tariffs #taxes #socialsecurity #fed…
"BESSENT AS TREASURY SECRETARY! Will he become a safety valve for Trump's financial policies?" We were interviewed by 3x award-winning TV journalist and…
www.linkedin.com
November 25, 2024 at 11:27 PM
I’ll speak about private placement life #insurance (#PPLI) and private placement variable annuity (#PPVA) at the “Second Annual #ArtBasel PPLI & PPVA Forum”, hosted by Spearhead Administrative Services!
We work with Prudential, IPL, Axcelus, and Crown to manage this.
www.linkedin.com/posts/rbtrag...
Michael Ashley Schulman, CFA on LinkedIn: #ppli #ppva #insurance #miami #artbasel #taxplanning #estateplanning… | 13 comments
Thrilled to announce that I’ll be speaking about private placement life insurance (#PPLI) and private placement variable annuity (#PPVA) at the “Second Annual… | 13 comments on LinkedIn
www.linkedin.com
November 22, 2024 at 2:50 AM
HONEY I shrank the WELL🐝
#Quoted today by #EpochTimes regarding #ElliottInvestment Management’s (a large activist fund) moves to shake up the American #conglomerate #honeywell—in an article by @PMourdoukoutas “Honeywell’s Future: Bigger or Smaller?” www.linkedin.com/posts/rbtrag...
Michael Ashley Schulman, CFA on LinkedIn: #shareholder #aerospace #automation #taxplanning #estateplanning…
HONEY I shrank the WELL🐝 We were quoted today in a business article in The Epoch Times regarding Elliott Investment Management L.P. ‘s (a large activist fund)…
www.linkedin.com
November 19, 2024 at 6:56 PM
I believe we saw #investors and fund #managers rotate out of #recession resistant consumer staple (#CPG) names and into more growthy “#Trump trade” oriented sectors like #smallcap, #banks, and #technology.
#wealthmanagement #familyoffice #financialplanning
www.linkedin.com/posts/rbtrag...
Michael Ashley Schulman, CFA on LinkedIn: #cpg #election #tariff #reuters #banks #technology #outlook #future…
POST-ELECTION STOCK MOVES: Consumer product good (#CPG) stocks—names like Procter & Gamble, Unilever, The Coca-Cola Company—were down significantly yesterday…
www.linkedin.com
November 7, 2024 at 9:21 PM
"Who will control the US #economy after the #election?" We were interviewed by 3x award-winning TV #journalist and #business morning #news anchor @cybaaudi of @AsharqBusiness with @business in a live #interview today for our thoughts regarding this. www.linkedin.com/pulse/theme-...
THEME: Who will control the US economy after the election?—BUY THE RUMOR, SELL THE NEWS
My CIO (Check It Out) Report on the weeks ahead — events, sarcasm, and global macro reflections — election special THEME: "Who will control the US economy after the election?" We were interviewed by 3...
www.linkedin.com
November 5, 2024 at 2:05 AM