@HaydenDrum Profile picture

Hayden Drum

@HaydenDrum

Seeking positive asymmetry. e⁻ʳ⁽ᵀ⁻ᵗ⁾=0.0452. $BLD head of M&A.

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Hayden Drum Reposted

“I learned to go into business only with people whom I like, trust, and admire.” ― Warren Buffett


Election year shenanigans

The September US jobs report seasonal adjustment was massive. Source: @MUFGAmericas

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Hayden Drum Reposted

Today, I turn 38. I've raised millions of dollars, married twice, had a kid, and recovered from devastating injury and depression. Here's 38 lessons I'd tell my 18 year old self:


Dude’s been nailing it. Worth a follow given current market regime.

The Q4 CPI data showed moderation in price pressures, but there are a few reasons to suspect that Q1 core inflation readings will temporarily move higher. 1) Residual seasonality 2) Rents: higher for longer 3) Used car px drops moderate 4) Higher medical care services prices



Alpha

If you are doing a loan (not Fannie or Freddie) for Commercial Real Estate in Texas The last email to your attorney after loan doc review should always be, "Has the loan amount been removed from all recordable documents?" This can save/make you millions over a career



Hayden Drum Reposted

roic.ai It's free , great site, just make sure you choose the Classic View


Hayden Drum Reposted

Couple of thoughs about trend following is probably the most straightforward systematic trading strategy to implement - you're just buying the stuff that's been going up and selling the stuff that's been going down.


Hayden Drum Reposted

As a Director on dozens of boards, I’ve seen: Operational excellence adds millions in profits. My 19 traits of top 1% performing businesses 🧵…


Euro area headline inflation vs. ECB staff projections.

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Time to let her breathe. Plenty to celebrate.

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Hayden Drum Reposted

3/ Shifting from coal to natural gas remains the fastest, cheapest way to reduce CO2. "Every 1 billion cubic feet of natural gas replacing coal saves over 30 million tons of CO2 emissions—the equivalent of electrifying 6 million cars." - @Shalennial bit.ly/3I2QZiT


Meet Birdie 🐦

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US Immigration 🤦🏻‍♂️

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