Midwest Advisors provides discretionary investment management services to institutional and HNW clients through strategies focused on listed real estate.
St. Louis, MO
Joined April 2021
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Midwest Advisors LLC retweeted
Apparently Jensen Huang was worried that he had overcommitted to TSMC, and that’s why he pushed for the OpenAI data center backstop
Midwest Advisors LLC retweeted
I'm increasingly convinced that maintaining high aerobic fitness may be one of the most important things we can do for brain aging.
Brain MRI research has linked higher aerobic fitness with less grey-matter shrinkage across the lifespan in a region involved in attention and working memory. Older age was associated with smaller gray matter volume there among less fit adults, but not more fit adults. Larger volume in that region was also linked to better cognitive scores.
Long-term observational evidence has associated each 1-MET improvement in estimated fitness with a 16% lower risk of dementia. Separate exercise studies have reported increased glucose uptake in brain regions vulnerable to early Alzheimer’s-related changes after HIIT, and improved brain blood flow after aerobic training.
VO2 max is a capacity we can measure and train, which is why I keep coming back to intervals like the Norwegian 4x4. Taken together, these findings make aerobic capacity hard to ignore.
Lenders repurchased or indemnified the GSEs for $472.14 million of defective loans in 2Q26, an 18.6% increase from 1Q. Most of the 2Q buybacks involved loans delivered into MBS issued in 2025. Get a complete picture of buyback history in IMF’s report. insidemortgagefinance.com/pr…
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Midwest Advisors LLC retweeted
US services inflation (ex shelter & insurance) is accelerating by a pace unseen in over 3½ yrs. Fertile ground for AI labs offering their services. 👇Dis inflation
Midwest Advisors LLC retweeted
🔥No official U.S. CPI YoY number today — but we can still estimate it.
Because of the 2025 government shutdown, BLS never collected October 2025 CPI data, leaving it unable to calculate the usual year-over-year comparison for today’s release.
We backfilled the missing October 2025 observations with Bloomberg-derived estimates. On that basis, headline CPI is running at roughly 4.02% YoY in October, up from 3.74% in September.
The contribution breakdown is also notable:
• Core services: +2.06 percentage points
• Energy: +1.33 pp
• Food: +0.41 pp
• Core goods: +0.19 pp
That comes alongside the official October monthly readings of +0.4% headline and +0.3% core, both above consensus.
Methodology: Missing September 2025 weights are estimated by updating December 2024 weights for subsequent price changes, with the same weights used for October. Missing October 2025 index values are estimated as the geometric mean of September and November 2025.
These are Bloomberg-derived estimates, not official BLS figures.
Midwest Advisors LLC retweeted
I can’t shake the feeling that selling your high-beta tech stocks already down 40-70%, to buy low/no growth consumer names at 30-100x earnings…might not be so smart, either.
Midwest Advisors LLC retweeted
I remember when risk-on days were lead by high beta and momo, not Staples and Dow Jones
Reason to worry, or this time it is different?
I keep hearing inflation is moderating, but I just got my re-enrollment notice from @UHC and premiums for 2027 are going up 24%🤯
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$BXMT Deny, deny, deny, lie, lie, lie, cut, cut, cut. Also, never short high dividend yield stocks.
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