Keith Seibert
@keithseibert.bsky.social
Alternative Investment Research, Manager Sourcing/Due Diligence
OCIO Search Consultant
Reposts/Likes = my work-related reading list, not my views or endorsements
OCIO Search Consultant
Reposts/Likes = my work-related reading list, not my views or endorsements
Reposted by Keith Seibert
$VIX first sub-14 close of the year @stockcharts
December 23, 2025 at 8:52 PM
$VIX first sub-14 close of the year @stockcharts
Reposted by Keith Seibert
Proven methods for teaching dyslexic students have been known for decades. Why is it so hard for American schools to implement them? www.newyorker.com/magazine/202...
Dyslexia and the Reading Wars
Proven methods for teaching the readers who struggle most have been known for decades. Why do we often fail to use them?
www.newyorker.com
December 23, 2025 at 9:00 PM
Proven methods for teaching dyslexic students have been known for decades. Why is it so hard for American schools to implement them? www.newyorker.com/magazine/202...
Reposted by Keith Seibert
Many recent grads and other entry-level workers are struggling to find work. LinkedIn predicts this will be "the top destination for young jobseekers in 2026."
This is LinkedIn's No. 1 piece of advice for entry-level job seekers in 2026: 'The best way to start'
Many recent grads and other entry-level workers are struggling to find work. LinkedIn predicts this will be "the top destination for young jobseekers in 2026."
cnb.cx
December 23, 2025 at 9:01 PM
Many recent grads and other entry-level workers are struggling to find work. LinkedIn predicts this will be "the top destination for young jobseekers in 2026."
Reposted by Keith Seibert
Copper & chips leading today $FCX $NVDA $AVGO
December 23, 2025 at 5:27 PM
Copper & chips leading today $FCX $NVDA $AVGO
Reposted by Keith Seibert
Great international breadth, bad US breadth
December 23, 2025 at 5:30 PM
Great international breadth, bad US breadth
Reposted by Keith Seibert
You can see what Trump wants to stop congestion pricing
Year 1 data on congestion pricing in Manhattan…
* Vehicle traffic: -11%
* Foot traffic: +3.4%
* Storefront vacancy: -0.9%
* Pollution: -22%
* Revenue for mass transit: $548M
So YES this has been a huge success.
* Vehicle traffic: -11%
* Foot traffic: +3.4%
* Storefront vacancy: -0.9%
* Pollution: -22%
* Revenue for mass transit: $548M
So YES this has been a huge success.
December 23, 2025 at 2:52 PM
You can see what Trump wants to stop congestion pricing
Reposted by Keith Seibert
6 simple ways to improve your investment performance:
1. Automate & get out of the way
2. Think portfolio not individual investments
3. Consolidate
4. Track your performance
5. Define your time horizon
6. Save more money
awealthofcommonsense.com/2025/12/6-si...
1. Automate & get out of the way
2. Think portfolio not individual investments
3. Consolidate
4. Track your performance
5. Define your time horizon
6. Save more money
awealthofcommonsense.com/2025/12/6-si...
6 Simple Ways to Improve Your Investment Performance - A Wealth of Common Sense
Some thoughts on how to simplify your investments and improve performance.
awealthofcommonsense.com
December 23, 2025 at 1:53 PM
6 simple ways to improve your investment performance:
1. Automate & get out of the way
2. Think portfolio not individual investments
3. Consolidate
4. Track your performance
5. Define your time horizon
6. Save more money
awealthofcommonsense.com/2025/12/6-si...
1. Automate & get out of the way
2. Think portfolio not individual investments
3. Consolidate
4. Track your performance
5. Define your time horizon
6. Save more money
awealthofcommonsense.com/2025/12/6-si...
Reposted by Keith Seibert
Shopping for a laptop can be infuriating. Here’s how to sift through the acronyms, storage options, and extra features to find the best one for you. www.wired.com/story/how-to...
Don't Buy a Laptop Before Considering These Important Features
Shopping for a laptop can be infuriating. Here’s how to sift through the acronyms, storage options, and extra features to find the best one for you.
www.wired.com
December 23, 2025 at 1:04 PM
Shopping for a laptop can be infuriating. Here’s how to sift through the acronyms, storage options, and extra features to find the best one for you. www.wired.com/story/how-to...
Reposted by Keith Seibert
Silver shoots above $70
December 23, 2025 at 1:17 PM
Silver shoots above $70
Reposted by Keith Seibert
The FDA approved the first GLP-1 weight-loss pill—a tablet formulation of Novo Nordisk’s Ozempic and Wegovy—ushering in a new era of the obesity-drugs revolution that is expected to broaden their use.
Read more: 🔗 on.wsj.com/4qrOPjm
Read more: 🔗 on.wsj.com/4qrOPjm
December 23, 2025 at 1:21 PM
The FDA approved the first GLP-1 weight-loss pill—a tablet formulation of Novo Nordisk’s Ozempic and Wegovy—ushering in a new era of the obesity-drugs revolution that is expected to broaden their use.
Read more: 🔗 on.wsj.com/4qrOPjm
Read more: 🔗 on.wsj.com/4qrOPjm
Reposted by Keith Seibert
Private credit firms pile into consumer debt as risk-taking mounts ft.trib.al/8NjlAws
Private credit firms pile into consumer debt as risk-taking mounts
Growth raises concerns about underwriting and risk management at fast-expanding groups
ft.trib.al
December 23, 2025 at 5:18 AM
Private credit firms pile into consumer debt as risk-taking mounts ft.trib.al/8NjlAws
Reposted by Keith Seibert
‘Throw out your business school investing textbooks. The rules of markets are changing in the face of the AI revolution, strategists argue.’ www.axios.com/2025/12/22/a...
Everything is coming up roses for the AI trade
This is how Wall Street bulls frame AI bubble risks as wins for tech stocks.
www.axios.com
December 22, 2025 at 3:24 PM
‘Throw out your business school investing textbooks. The rules of markets are changing in the face of the AI revolution, strategists argue.’ www.axios.com/2025/12/22/a...
Reposted by Keith Seibert
The technical term for this behavior is "price discrimination." Sometimes it is illegal, Where the price depends on the seller's estimate of the buyer's willingness and ability to pay. This becomes more feasible with "asymmetric information," where one party has information that the other lacks.
December 22, 2025 at 2:56 PM
The technical term for this behavior is "price discrimination." Sometimes it is illegal, Where the price depends on the seller's estimate of the buyer's willingness and ability to pay. This becomes more feasible with "asymmetric information," where one party has information that the other lacks.
Reposted by Keith Seibert
A big part of the story is how big chunks of the US economy (especially the 2 big ones that drive people nuts—healthcare & higher education) are organized on the ancient principle, “For you my friend, because you are my friend, I make a special price.” www.wsj.com/health/healt...
How Much Does a C-Section Cost? At One Hospital, Anywhere From $6,241 to $60,584.
New federally mandated disclosures by California’s Sutter Health illustrate the wide disparity in healthcare rates negotiated by insurers.
www.wsj.com
December 22, 2025 at 2:12 PM
A big part of the story is how big chunks of the US economy (especially the 2 big ones that drive people nuts—healthcare & higher education) are organized on the ancient principle, “For you my friend, because you are my friend, I make a special price.” www.wsj.com/health/healt...
Reposted by Keith Seibert
Market experts suggest that the anticipated influx of retail investment into private equity may not lead to significant litigation risks for firms; the focus is shifting to financial intermediaries instead. www.institutionalinvestor.com/article/actu...
Actually, Private Equity Firms Have Little to Fear from Litigation by Retail Investors
The expected flood of retail money into private assets facilitated by the Trump administration probably won’t result in a wave of litigation against private equity firms, according to market experts.
www.institutionalinvestor.com
December 22, 2025 at 2:29 PM
Market experts suggest that the anticipated influx of retail investment into private equity may not lead to significant litigation risks for firms; the focus is shifting to financial intermediaries instead. www.institutionalinvestor.com/article/actu...
Reposted by Keith Seibert
For the first time in modern history, wine is experiencing a secular decline that has nothing to do with broader financial conditions. People are just drinking less of it. We explain why in The World Ahead
The world has hit “peak wine”
Consumption of wine is in secular decline, thanks to demographic and cultural shifts. But it is not all sour grapes: expect premium wines to fare better in 2026
econ.st
December 22, 2025 at 2:00 PM
For the first time in modern history, wine is experiencing a secular decline that has nothing to do with broader financial conditions. People are just drinking less of it. We explain why in The World Ahead
Reposted by Keith Seibert
What retirement looks like when you wait until you're 75. on.wsj.com/490Zt9E
What It’s Like to Retire in America After Age 75
There are plenty of reasons people delay retirement until later in life. Some have financial worries. Many are highly educated professionals and business owners who enjoy what they do too much to stop entirely.
on.wsj.com
December 22, 2025 at 5:08 AM
What retirement looks like when you wait until you're 75. on.wsj.com/490Zt9E
Reposted by Keith Seibert
Goldman's US equity sentiment index spiked this past week.. highest in about a year
December 21, 2025 at 3:18 PM
Goldman's US equity sentiment index spiked this past week.. highest in about a year
Reposted by Keith Seibert
“The Wealth of Nations” contains fewer genuinely novel ideas than many assume, and more weaknesses than its modern admirers acknowledge
Adam Smith is misinterpreted and his influence overstated
The most famous book in economics is less revolutionary than you think
econ.st
December 21, 2025 at 3:20 PM
“The Wealth of Nations” contains fewer genuinely novel ideas than many assume, and more weaknesses than its modern admirers acknowledge
Reposted by Keith Seibert
Market breadth remains weak within the SPX... but it has improved across the size spectrum and geographically of course $VEU ATH
December 21, 2025 at 1:01 PM
Market breadth remains weak within the SPX... but it has improved across the size spectrum and geographically of course $VEU ATH
Reposted by Keith Seibert
S&P 500 sector valuations..
December 21, 2025 at 1:46 PM
S&P 500 sector valuations..
Reposted by Keith Seibert
The 10 largest S&P 500 companies command a 40% index weight and 32% share of aggregate earnings GS
December 21, 2025 at 1:31 PM
The 10 largest S&P 500 companies command a 40% index weight and 32% share of aggregate earnings GS
Reposted by Keith Seibert
I think the car industry is ripe for disruption. As self driving fleets take off, they’ll become real alternatives to owning a car.
Imagine paying under $400/mo for 1,000 miles/mo of travel allowance that covers everything.
Which is less than a 72mo loan on ave $50k car price at 0% apr. ($700/mo)
Imagine paying under $400/mo for 1,000 miles/mo of travel allowance that covers everything.
Which is less than a 72mo loan on ave $50k car price at 0% apr. ($700/mo)
December 21, 2025 at 1:09 AM
I think the car industry is ripe for disruption. As self driving fleets take off, they’ll become real alternatives to owning a car.
Imagine paying under $400/mo for 1,000 miles/mo of travel allowance that covers everything.
Which is less than a 72mo loan on ave $50k car price at 0% apr. ($700/mo)
Imagine paying under $400/mo for 1,000 miles/mo of travel allowance that covers everything.
Which is less than a 72mo loan on ave $50k car price at 0% apr. ($700/mo)
Reposted by Keith Seibert
'Valuation says... nothing' 🤷🏻♂️ www.tker.co/p/schwab-for...
'Valuation says... nothing' 🤷🏻♂️
Plus a charted review of the macro crosscurrents 🔀
www.tker.co
December 14, 2025 at 12:51 PM
'Valuation says... nothing' 🤷🏻♂️ www.tker.co/p/schwab-for...