Jared L Kubin @JaredKubin
Hedge Fund Founder. Dad. HBS .🐊⚾️. Kings 18:27. No One is Coming. Die Empty. Viking. War Horse. Whatever it Takes. Everything is a Test.*NOT INVESTMENT ADVICE* Washington, DC Joined April 2010-
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Ego is the enemy. He thought he was the reason for the success. How he treated Brady + other former players!? Watch the documentary on Cowboys, Jimmy Johnson wanted all the credit and it all blew up. Same here. The lesson? Humility goes much further than ego.
Ego is the enemy. He thought he was the reason for the success. How he treated Brady + other former players!? Watch the documentary on Cowboys, Jimmy Johnson wanted all the credit and it all blew up. Same here. The lesson? Humility goes much further than ego.
Is a fake number tomorrow hot or cold or just right? I have no idea
Is a fake number tomorrow hot or cold or just right? I have no idea
JOBS FRIDAY: I have no idea what the numbers mean for markets tomorrow.... but seems like they leaked somewhere this afternoon given the moves below? *BONUS: 0DTE making up 70% of the volume today -> you people are degenerates
Brain Steroid + hydration cocktail …. But for finance bros
Brain Steroid + hydration cocktail …. But for finance bros https://t.co/hYqmO0d3WT
How does this work with a non profit that’s pretty much for profit now? Investors have valuation caps… do employees? Does anyone have a chart of ARR? Wonder what churn is like for paid subs
How does this work with a non profit that’s pretty much for profit now? Investors have valuation caps… do employees? Does anyone have a chart of ARR? Wonder what churn is like for paid subs
Saw Scarpelli retiring … man 🫡. I can’t tell some of the stories, but here is a good one. I am an intern assigned to look at a new IPO called “NOW”. They had the fastest growth and best unit economics I’ve ever seen. I see a report from Gartner… there is a huge popular HF…
I don’t get bent out of shape about old school baseball rules. Boomer stuff. But there are a few cardinal sins. This is one of them. I saw this one time in a national tournament… pitcher gave up a HR then intentionally mixed up catcher… caught him right in the go-nads. Dude was…
I don’t get bent out of shape about old school baseball rules. Boomer stuff. But there are a few cardinal sins. This is one of them. I saw this one time in a national tournament… pitcher gave up a HR then intentionally mixed up catcher… caught him right in the go-nads. Dude was…
Hedge Fund Talk - GPT Deciphered PM: For the weekend write up I want your best ideas laid out in a 1 pager PM: Alright idiots, your ideas have been terrible. We need more velocity and faster. I’m already interviewing people. Analyst: I think we should revisit the numbers for…
It’s tbd on Arch. Beyond that I think @Realrclark25 makes a more important point…. To be “a guy” (in any profession) you have to put yourself in a position to compete against the absolute BEST. Worst case you are middle the pack and stagnate …. Best case you struggle, reflect,…
It’s tbd on Arch. Beyond that I think @Realrclark25 makes a more important point…. To be “a guy” (in any profession) you have to put yourself in a position to compete against the absolute BEST. Worst case you are middle the pack and stagnate …. Best case you struggle, reflect,…
The weight room is not somewhere to mess around. Olympic lifts. “Look how much I can deadlift”. Big squat racks. Terrible for your body, especially your back. Maybe he didn’t know. Maybe he had a bad trainer. Use this as an example to take your weight training serious and be a…
The weight room is not somewhere to mess around. Olympic lifts. “Look how much I can deadlift”. Big squat racks. Terrible for your body, especially your back. Maybe he didn’t know. Maybe he had a bad trainer. Use this as an example to take your weight training serious and be a…
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Can someone from CT coach me up. What is this garbage and how is it down -50%? from open? Is this a pump and dump or legit degen spec asset?
Monday Macro charts that I found interesting: 1. FCI continues to loosen. Dollar the key here for 47? 2. Historic(?) divergence between claims and ISM. Hmmm. Need to look more into this. Revisions Sept 9. 3. HY Spreads saying party on (for now)

Jason Howerton @jason_howerton
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bilLs_ @BLivelyf
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Hamza Adnan @overfittedalpha
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Nicholas Mathews @NicholasMa50763
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nimsylucy @nimsylucy65733
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Kevin @k_214_sp8
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280 Followers 3K Following CEO https://t.co/RrkMrA5ggF + Co-Founder https://t.co/wY43J2UPJU
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29K Followers 866 Following Senior writer at @TheAthletic covering the Patriots. Adjunct at @NUjournalism. High-handicapped golfer, low-rated tennis player, seeker of a good old fashioned.
David Hunter @DaveHcontrarian
220K Followers 56 Following Chief Macro Strategist Contrarian Macro Advisors 52 yrs on Wall Street, first as an institutional portfolio manager, then as as a macro strategist.
James E. Thorne @DrJStrategy
52K Followers 27 Following Chief Market Strategist @WellingtonAltus. PhD Econ. Astute, observations and conclusions. Personal views. Not investment advice. Please do your own research.
Greenwaterbottlecapit... @Greenwaterbot11
91 Followers 391 Following Salty. Espresso enthusiast. On a constant quest for market knowledge and staying hydrated.
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582K Followers 2K Following head of product @x, advisor @solana, venture partner @lightspeedvp, ex-founder @gasappteam (acq by discord), ex-founder @thetbhapp (acq by facebook)
Kevin Sexton @Kevinosjcp1
24K Followers 24K Following Entrepreneur Property - Gold Silver -Crypto - Health - Fitness - Nutrition- Patriot 🇺🇸MAGA 🇺🇸MBGA🇬🇧
Eric Jackson @ericjackson
89K Followers 324 Following “The Carvana hedge fund guy”; Founder @emjcapital ; Desperately Seeking 100-Baggers; Columbia Mgmt & Strategy PhD; Longs $OPEN $ETHA $IREN $CIFR $BTQQF $DEFT
Mind Dump @founderwithadhd
2K Followers 4 Following Founder (2x exits). Forbes list maker. Operator. Overthinker. This is where the unfiltered mind data dumps go.
Casber Wang @CasberW
710 Followers 777 Following Software @SapphireVC. Led investments in @cyera_io, @HuntressLabs, @glean, @Rewst_dot_io, @startreedata, @weights_biases
Jason @80jillion
99 Followers 182 Following There is no "they". Everybody dies, nobody is remembered, so just calm down.
Francis Chung @francischung
280 Followers 3K Following CEO https://t.co/RrkMrA5ggF + Co-Founder https://t.co/wY43J2UPJU
MOON (power up/arc) @queenmoon1337
21K Followers 9K Following 𝘚𝘰𝘮𝘦𝘵𝘪𝘮𝘦𝘴 𝘐 𝘸𝘳𝘪𝘵𝘦 - 𝘴𝘰𝘮𝘦𝘵𝘪𝘮𝘦𝘴 𝘐 𝘥𝘦𝘨𝘦𝘯 • Crypto since '19 • 5x founder • 🎙MOON TALKS • SMM • Solution Finder • Building 🟪🟪🟪
dan ushman @danushman
20K Followers 2K Following Founder/CEO of @TrendSpider & @SignalStack. Entrepreneur, trader & investor. I post about stocks, startups, tech/acc, ai, centrism, stolen memes & food. Hi :)
Yannick Kälber @YannickKae
3K Followers 1K Following Overlay Portfolio Management @ Universal Investment
Make Gold Great @MakeGoldGreat
22K Followers 589 Following HERE TO MAKE #GOLD & #SILVER GREAT 🟨 ⠀ ⠀ ⠀ (not financial advice)
Michael Bruno @brubarian
303 Followers 204 Following striving to sharpen my craft daily // Investor @columbia_biz | Veteran @USMC @NavalAcademy | Policy @SAISHopkins
Jack Clark @jackclarkSF
88K Followers 5K Following @AnthropicAI, ONEAI OECD, co-chair @indexingai, writer @ https://t.co/3vmtHYkIJ2 Past: @openai, @business @theregister. Neural nets, distributed systems, weird futures
D @dickbut
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Ben Pouladian @benitoz
7K Followers 2K Following Father (x3!), Electrical Engineer, entrepreneur, investor, real estate developer, AI 🤖, biotech 😇 @TerasakiInst ❤️ asymmetry
Nostalgic Hubb @NostalgicHubb
111K Followers 7K Following Turning Memories Into Moments Again Where Yesterday Feels Alive. Threads • Clips • Stories Worth Relieving. Turn on Notis 🔔 @rainbetcom
Craig Shapiro @ces921
31K Followers 2K Following Macro Strategist: The Bear Traps Report, Cross-Asset Trader 20+ years, Ex-SAC, Ospraie, Graticule and Circle Lane Capital
Sam Burns @Samburns66
23K Followers 681 Following Christ Follower | LSU Golf | Professional Golfer | @CallawayGolf @travismathew @mastercard @adp @netjets @rbc
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16K Followers 630 Following Father, Husband, American. tech and guns. The US elections are fraudulent. “The truth is a commodity that is not traded ethically."
Kati Ivey | Nutrition... @katiivey
5K Followers 325 Following Nutrition | Health | Wellness | Relationships | Personal Growth 💋 Work with me 👇🏻
Ryder Cup USA @RyderCupUSA
343K Followers 414 Following Official account of the United States @RyderCup Team. #GoUSA
Prof. Brian Keating @DrBrianKeating
55K Followers 147 Following Chancellor’s Professor @UCSanDiego | Host @Into_Impossible | Wrote Losing the Nobel Prize https://t.co/MFOS75LABk | Every great scientist is a storyteller!
Ben Calusinski @BCalusinski
37K Followers 393 Following $SPY Trader 📊 Vol Chaser 📊 Liquidity Maker *Not financial advice*
Elizabeth Holmes @ElizabethHolmes
46K Followers 41 Following Building a better world for my two children. Inventor. Former Theranos Founder and CEO Mostly my words, posted by others
Buffalo Bills @BuffaloBills
1.9M Followers 453 Following "Be good, do good, God bless and Go Bills." - 2024 NFL MVP Josh Allen
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2K Followers 6K Following Founder & CEO @TeraWulfInc | @NavalAcademy | #Bitcoin | Pursue Justice | All tweets are mine.
Adriana Porter Felt @__apf__
64K Followers 928 Following I like writing silly Tweets, but that doesn't pay so I also type at @googledeepmind. Principal Engineer. ex-@googlechrome. volunteer @2ndharvest. 🇺🇸🇨🇷
Mel Mattison @MelMattison1
16K Followers 373 Following Investor, author, and former fintech executive with 20+ years in the biz. Duke MBA. Financial Philosopher. Not financial advice.
Quant with a grain of... @maxalpha99
9K Followers 385 Following Vol, assets diversification, data models, macro, fun. Generating Alpha is key. Options for daily cash flow. Not investment or trading advice.
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50% Privates @Endowment4All
300 Followers 205 Following endowment investor unpacking the endowment model based on public domain examples (swib, wsib, umich, utimco). pm of hedge funds and private strategies.
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modest proposal @modestproposal1
117K Followers 845 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Dog Family Office @DogFundAdvisors
1K Followers 538 Following Don't let performance results detract from intellectual rigor