2 Gray Beards @2GrayBeards Twitter profile

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2 Gray Beards

@2GrayBeards

1 year

@dampedspring goes over Bank Deposits in a new Explainer.

What are Bank Deposits: 2 Gray Beards Explainer

In this video, Andy talks about the logistics of Bank Deposits. Learn More about 2 Gray Beards at 2GrayBeards.com

www.youtube.com

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2 Gray Beards

@2GrayBeards

2 years

Hey, everyone @nickgiva and I @dampedspring are 2 Gray Beards. Our goal is to equip end investors to have better conversations with their financial advisors. Give us 20 minutes per week and you will be on your way. Visit for details.

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2 Gray Beards

@2GrayBeards

7 months

Nearly 15 months ago we started our real money account, which never trades without due warning and prior discussed reasoning. All broker statements are always provided every week. Performance is nice and steady, with a maximum drawdown of 1.92%. The account is always unlevered.

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2 Gray Beards

@2GrayBeards

1 year

Interested in learning more about Stock Replacement Trades? Here is an explainer from @dampedspring

2 Gray Beards Explainer: Stock Replacement

Learn more about how Stock Replacement TradesJoin 2 Gray Beards: https://www.2graybeards.com/join-2-gray-beards/

www.youtube.com

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2 Gray Beards

@2GrayBeards

1 year

@INArteCarloDoss has a great list of the reasons to be in cash. But the big kahuna which ties them all together is missing. Bond Term Premium is negative. All four need to go higher or the economy will continue to surprise on the upside. We think all four will go higher.

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2 Gray Beards

@2GrayBeards

1 year

If anyone hasn't seen @dampedspring 's video on Gold and TIPS is it now publically posted on YouTube.

What are TIPS and are they better than Gold?

In this video, Andy discusses the difference between owning Gold and TIPS.Learn More about 2 Gray Beards2graybeards.com

www.youtube.com

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2 Gray Beards

@2GrayBeards

1 year

Looking to learn more about Treasury Buybacks? Here is an Explainer from @dampedspring

2 Gray Beards Explainer: Treasury Buybacks

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www.youtube.com

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2 Gray Beards

@2GrayBeards

1 year

Risk/Reward and the 2 Gray Beards Portfolio an Explainer

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2 Gray Beards

@2GrayBeards

2 years

Episode 2 of Two Gray Beards is live on YouTube here. Please leave any suggestions you may have here or in the comments.

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2 Gray Beards

@2GrayBeards

9 months

What is About? Its 20 Minutes a week to help you have better conversations with your financial advisor. We manage a real life portfolio and make moves in our long only asset allocation. Here's what members have seen each week. Brief thread. Stocks:

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2 Gray Beards

@2GrayBeards

4 months

Our real money $1m account will start in September. What will the difference be Vs the current account? A few more macro options plays, some extra diversification into alternative assets and individual equities (when appropriate) and quite possibly some leverage when we feel it

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2 Gray Beards

@2GrayBeards

11 months

All our orders from Saturday's episode were filled at our limit levels, apart from SHY. We bought USFR with proceeds, as advised. We wish you all a lovely Thanksgiving holiday. Back with you next Saturday or earlier by email, if necessary.

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2 Gray Beards

@2GrayBeards

11 months

Clients if you are interested in learning how to buy Cash Bonds on Interactive Brokers you can find that information here:

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2 Gray Beards

@2GrayBeards

1 year

@INArteCarloDoss So how about unblocking me?

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2 Gray Beards

@2GrayBeards

2 years

Episode 17 of Two Gray Beards with @BobEUnlimited is now live and can be found here: Episode 13 is now available to the public and can be found here:

22 March 2023 - 2 Gray Beards - Episode 13

Watch our Most Recent video at 2GrayBeards.com

www.youtube.com

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2 Gray Beards

@2GrayBeards

4 months

How we are progressing...nice and steady. You can leverage this...

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2 Gray Beards

@2GrayBeards

2 years

What's going on with United States Banks? Andy Explains

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2 Gray Beards

@2GrayBeards

10 months

Set a reminder for my upcoming Space!

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2 Gray Beards

@2GrayBeards

6 months

The QRA was exactly as we expected in terms of coupons issuance and we need to make no further asset allocation changes. We will rethink after FOMC today and send out an email update if necessary.

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2 Gray Beards

@2GrayBeards

3 months

Portfolio performance update, week 29th July to August 2nd. Our defense has been pretty good.

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2 Gray Beards

@2GrayBeards

2 years

Here is our first Looking Forward episode. Please find the Links to this week's allocation in the description of the video.

02 Jan 2023 - The Market Themes for 2023

Current and Former Hedge Fund Managers talk about the upcoming week in Financial Markets. Please Subscribe to our channelVisit our Website:2graybeards.comFol...

www.youtube.com

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2 Gray Beards

@2GrayBeards

2 months

We continue to deliver on our account mandate: low volatility returns above risk free rate, via infrequent changes in allocation between risk assets, while maintaining broad diversification and not employing any leverage at all.

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2 Gray Beards

@2GrayBeards

4 months

Our weekly performance numbers are updated every Saturday. We never change our allocations without due warning via email or standing limit orders discussed beforehand. Subscribers can download our live broker statements anytime.

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2 Gray Beards

@2GrayBeards

1 year

Week 39 is now live for clients: … Week 35 is live for everyone here: Youtube: Website w/ Supplementals:

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2 Gray Beards

@2GrayBeards

2 months

Here we go...we are off. 1st episode of 2GB Squared hits today. Money in account and ready to go...

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2 Gray Beards

@2GrayBeards

1 year

Week 45 is live for clients:

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2 Gray Beards

@2GrayBeards

2 years

We sold our $TLT and $IEF at much better levels than indicated in Saturday's video. Vast over-reaction by the market, we think.

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2 Gray Beards

@2GrayBeards

2 years

Welcome to 2 Gray Beards

2graybeards.com

www.youtube.com

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2 Gray Beards

@2GrayBeards

2 years

Find our new video about Asset Allocation here:

Explainers - 2 Gray Beards - Macro Research

Here are a set of videos that will help you gain additional knowledge, and give you background information about what we offer. https://www.youtube.com/watch?v=xiXNiLTMhJQ Asset Allocation What to do...

2graybeards.com

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2 Gray Beards

@2GrayBeards

2 years

Episode Four is now live here for Members: Find out what we think about the possibility of a Government Shutdown and how it will affect the Market.

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2 Gray Beards

@2GrayBeards

2 months

Our weekly performance keeps on delivering on all our account mandates for the 2GB Original program.

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2 Gray Beards

@2GrayBeards

1 year

Week 43 is now live for clients:

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2 Gray Beards

@2GrayBeards

2 years

Unsure what to do with the cash you have sitting on the sidelines? Don't want to take too much risk? In this video, Nick explains a useful way to invest uninvested cash.

Want to Invest Cash in 2023? Here's How

In this video, Nick describes the best place to put the cash that is still sitting on the sidelines.

www.youtube.com

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2 Gray Beards

@2GrayBeards

1 year

Episode 40 is now live for Clients:

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2 Gray Beards

@2GrayBeards

4 months

Research files are now downloadable. Just right click on any file and the option appears.

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2 Gray Beards

@2GrayBeards

1 year

The irony is truly amazing

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2 Gray Beards

@2GrayBeards

5 months

Week 75 is now live for clients:

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2 Gray Beards

@2GrayBeards

1 month

Week 91 is now live for clients!

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2 Gray Beards

@2GrayBeards

1 year

Another 2 Gray Beards Explainer is Live! In this video Andy( @dampedspring ) tries to reconcile what is going on with the Banks.

What's happening to Banks: 2 Gray Beards Explainer

In this Video, Andy Explains the questions he has with Banks and what is going on with the entire banking situation.Learn more about 2 Gray Beards at 2graybe...

www.youtube.com

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2 Gray Beards

@2GrayBeards

6 months

Nothing much to say or do on this FOMC statement. Happy as we are. If any changes, can only happen after NFP now. As always, we will send email if needed.

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2 Gray Beards

@2GrayBeards

5 months

Week 76 is now live for clients:

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2 Gray Beards

@2GrayBeards

10 months

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2 Gray Beards

@2GrayBeards

2 months

Next week we start the 2GB Squared program, with the rules and objectives stated below. 2GB Squared will be slightly more ambitious than the Original program. It's a $1m real money program. See for more information.

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2 Gray Beards

@2GrayBeards

9 months

We like gold and owned it from inception. But since the price spike we took profits and used the proceeds to buy more TIP which we think offers a higher real yield. Details on our website. We augment your understanding so you can have better convos with your financial advisor

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2 Gray Beards

@2GrayBeards

4 months

Week 79 is live for clients:

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2 Gray Beards

@2GrayBeards

11 months

Week 48 is now live for clients

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2 Gray Beards

@2GrayBeards

2 years

Episode 3 of 2 Gray Beards is live on YouTube! Subscribe! We are so close to 1k!

14 Jan 2023 - What do we think about CPI results?

Please subscribe! Learn more about us here 2graybeards.comBroker Statement: https://www.2graybeards.com/wp-content/uploads/2023/01/2GB-Account-13Jan2023.pdfP...

www.youtube.com

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2 Gray Beards

@2GrayBeards

4 months

Week 77 is now live for clients:

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2 Gray Beards

@2GrayBeards

11 months

Week 49 is now live for clients!

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2 Gray Beards

@2GrayBeards

2 months

Meanwhile, the performance of the Original account is progressing nice and steady, with minimum volatility, as per mandate. We are the only ones publishing actual broker statements, each and every week. Total transparency.

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2 Gray Beards

@2GrayBeards

11 months

Week 50 is live for clients... A summation of this week's FOMC meeting.

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2 Gray Beards

@2GrayBeards

2 years

Episode 2 is live on our website!

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2 Gray Beards

@2GrayBeards

11 months

The SHY order was filled as well, so all orders from the last Episode have been filled. We now have a decent cash level to invest, which we will discuss in the next Episode, this Saturday.

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2 Gray Beards

@2GrayBeards

10 months

The objectives of 2GB and how we manage the AUM. We will discuss this in the Spaces.

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2 Gray Beards

@2GrayBeards

3 months

Week 81 is now live for clients: Week 73 is now available for all:

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2 Gray Beards

@2GrayBeards

11 months

No Episode this week. We are on Holiday. See you next week.

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2 Gray Beards

@2GrayBeards

1 year

@nickgiva1 call on $DIA was 🔥🔥🔥🔥🔥. Stock replacement on the rest of the equity portfolio has also been the trade to have. Still don't like US nominal bonds. Next episode released Saturday join at

2 Gray Beards Market Analysis for Long Only Investors

Are you lost trying to keep up with the current state of the Financial Market? 2 Gray Beards offers a 20 minute concise Weekly Market Recap

2graybeards.com

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2 Gray Beards

@2GrayBeards

2 months

Week 88 is live for clients! Week 80 is live for everyone!

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2 Gray Beards

@2GrayBeards

1 year

Week 33 is now live for all members and can be found here:

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2 Gray Beards

@2GrayBeards

6 months

CPI update has been sent out to clients:

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2 Gray Beards

@2GrayBeards

1 year

Would the Subscribers find an explainer on the option Greeks useful (delta, gamma, rho, etc...)? If, so please vote and I will do one this weekend, if I have time. Or soon, in any case.

YES

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NO

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2 Gray Beards

@2GrayBeards

9 months

Week 59 is now live: Week 60 will be released next Sunday instead of next Saturday.

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2 Gray Beards

@2GrayBeards

6 months

Week 69 - QRA Preview is now live for clients:

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2 Gray Beards

@2GrayBeards

3 months

The site has been updated to give you details of the 2GB Squared account, which will start 31st August. Please do not subscribe yet, as there will be nothing posted there for members until that date. Next week we will post a video on how to quickly and

2 Gray Beards Market Analysis for Long Only Investors

Are you lost trying to keep up with the current state of the Financial Market? 2 Gray Beards offers a 20 minute concise Weekly Market Recap

2graybeards.com

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2 Gray Beards

@2GrayBeards

9 months

We've been underinvested in bonds and heavy in cash& short term bonds. We did buy our favorite long duration asset. $VWOB which not only hasn't fallen it pays a high yield. We caught the absolute bottom and did buy long duration assets. But at current levels own only VWOB Gold:

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2 Gray Beards

@2GrayBeards

1 year

We have had a zero allocation to nominal bonds for a while. Prices have fallen dramatically. It will be interesting what we do about that in tomorrows episode. But it's not clear that bonds offer value yet. @dampedspring @nickgiva1

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2 Gray Beards

@2GrayBeards

3 months

Portfolio performance update, week 15th to 19th July.

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2 Gray Beards

@2GrayBeards

2 years

Episode 16 is live for all members Episode 11 is live for the public

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2 Gray Beards

@2GrayBeards

10 months

We are looking forward to hosting you on Friday at 4:05pm EST. We will record the AMA and post it on the website. If you will be unable to attend but would like to pose any questions, you can just DM us here or even reply to this tweet.

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2 Gray Beards

@2GrayBeards

1 year

Orders from this weekend's video have been filled.

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2 Gray Beards

@2GrayBeards

8 months

Week 61 is now live for clients:

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2 Gray Beards

@2GrayBeards

9 months

We have executed all orders from Saturday's episode.

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2 Gray Beards

@2GrayBeards

2 years

It's that time of the week again, Episode 10 is now live on our Website for Members and Episode 6 is now live on our YouTube Channel.

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2 Gray Beards

@2GrayBeards

1 year

All of the content for week 32 is now live for members

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2 Gray Beards

@2GrayBeards

7 months

Week 67 is now live for clients. Please find the contents here:

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2 Gray Beards

@2GrayBeards

9 months

We succeeded in selling the July top and going to minimum equity allocation. Then buying the bottom on Halloween and going heavy long. We then got back to core allocation on the initial rip. Twice we also sold our stocks and bought 1.5x in calls to take our risk down. Bonds:

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2 Gray Beards

@2GrayBeards

6 months

Our portfolio has been updated based off of yesterday's email:

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2 Gray Beards

@2GrayBeards

9 months

1/31 QRA Portfolio Update for Clients:

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2 Gray Beards

@2GrayBeards

8 months

We filled all our orders from this week's episode on the open and only sold the USFR necessary to cover the cash outlay.

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2 Gray Beards

@2GrayBeards

1 year

Here is a note on the war that is unfolding for our clients:

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2 Gray Beards

@2GrayBeards

1 year

Clients, we have just emailed a portfolio update, otherwise it can be found here.

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2 Gray Beards

@2GrayBeards

2 years

Episode 15 is now Live for Members here:

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2 Gray Beards

@2GrayBeards

2 years

Quite the Episode for today. I will aim to get it out by 3, however, the video may be a couple hours behind.

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2 Gray Beards

@2GrayBeards

2 months

Week 86 is now live for clients:

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2 Gray Beards

@2GrayBeards

3 months

Week 84 is now live for clients: Week 76 and all its contents are now public:

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2 Gray Beards

@2GrayBeards

3 months

Week 83 is now live for all Members: Week 75 and all supporting documents are now live for Anyone:

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2 Gray Beards

@2GrayBeards

2 years

Episode 5 is now live on our site for members. There will be an additional Episode this week coming out Wednesday night after the Fed meeting.

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2 Gray Beards

@2GrayBeards

4 months

Week 80 is now live for clients:

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2 Gray Beards

@2GrayBeards

6 months

Week 71 is live for clients:

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2 Gray Beards

@2GrayBeards

7 months

Week 64 is live for clients:

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2 Gray Beards

@2GrayBeards

10 months

Week 51 is now live! Clients please find this weeks contents here:

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2 Gray Beards

@2GrayBeards

1 month

Week 90 is now live for clients!

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2 Gray Beards

@2GrayBeards

10 months

Week 54 is now live for Clients:

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2 Gray Beards

@2GrayBeards

8 months

Midweek Update for Clients:

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2 Gray Beards

@2GrayBeards

2 years

Episode 11 is live for members:

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2 Gray Beards

@2GrayBeards

1 year

Last months Episode is now available for everyone. You can find all of the episodes supplementals to the episode in the description.

Is it time to buy AI Stocks? 2 Gray Beards Episode 15

In this episode filmed April 1st, 2023 Nick and Andy talk about the state of the market and whether or not it is time to buy AI stocks. For all of the supple...

www.youtube.com

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2 Gray Beards

@2GrayBeards

1 year

We are repairing a break in fixed soon.

2 Gray Beards Market Analysis for Long Only Investors

Are you lost trying to keep up with the current state of the Financial Market? 2 Gray Beards offers a 20 minute concise Weekly Market Recap

2graybeards.com

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