hey man, wanna be a founding engineer at my startup? we’re gonna be using ai and agents and stuff to disrupt some industry you don’t care about. here’s the investors who backed us. you haven’t heard of this one but they made a lot of money investing in this other company. we’re…
Portfolio Management: The Expectational Spectrum. Where do you invest in the expectational spectrum? Imagine a spectrum where on the left are stocks with very low bombed-out expectations. In the middle are stocks with consensus expectations and then on the right are those with…
In my opinion, their is a huge equity premium for US equities because American companies can essentially do whatever they want to maximize profit. Ship jobs overseas, perpetually raise prices, fire people at will. You can't really do this anywhere else.
If President Cheeto is…
Took yesterday afternoon & last night to completely unplug from this place/all social media. I have to admit, especially given the recent political noise, it was a hugely welcome break for my brain. I recommend it. Burnout from being “too online” is very real nowadays.
Strange that the three podcast princes (Ferriss, Huberman, Friedman) who millions of young men turn to for advice on how to live and think are all single and childless, past the age of 40.
WALL STREET COMMENTS ON DEEPSEEK
BANK OF AMERICA - "AI investment for expected model training needs has driven significantly higher capex spending; for 2025E, we est. expected capex for the cloud sector increased 55% since 4Q’23 and Meta recently announced its plans for $60bn-…
There is no cheat code to markets. No little secret that only you and a small group of your fellow intrepid learners know. Especially not one taught to you by an options guru for $99 a month. Put in the hard work, learn, look at actual data, not fake screenshots of pnl.
298 Followers 205 Followingendowment investor unpacking the endowment model based on public domain examples (swib, wsib, umich, utimco). pm of hedge funds and private strategies.
93 Followers 3K Following"Gucci shades up on my braids when I escapade. When I'm ridin' Sprewells slidin' like an Escalade." Be curious, not judgmental. But also, be judgmental.
155 Followers 3K FollowingMember of the investment team at MIT Investment Management Co, writing especially for emerging managers + early career investors (https://t.co/tiyhMjDoRY)
111 Followers 3K FollowingInvestment analyst based in the Baltics. This is my personal trading journal where I share my insights based on data analysis, and technicals! - DYOR/NFA
272 Followers 6K FollowingInvestment analyst based in the Baltics. This is my personal trading journal where I share my insights based on data analysis, and technicals! - DYOR/NFA
298 Followers 205 Followingendowment investor unpacking the endowment model based on public domain examples (swib, wsib, umich, utimco). pm of hedge funds and private strategies.
7K Followers 5K FollowingMatthew 25:40 The King will reply, ‘Truly I tell you, whatever you did for one of the least of these brothers and sisters of mine, you did for me.’
19K Followers 1K FollowingAttorney | Due Diligence and Red Flags | Semiconductors and the Magnificent 7 | Geo-Politics and Technology focusing on China | [email protected]
519 Followers 274 FollowingMacroeconomics, geopolitics, markets, and other macro events.
Critical thinking commentary. Meant to be thought provoking.
Not financial advice
43K Followers 578 FollowingAn optimist who assumes everyone is full of shit or lazy. Smart because he forgets. Fuck everyone against sensible gun reform. 👨👩👦👦👶🏻🐶🍔🍺🏀⚾️📊🤘
6K Followers 789 FollowingLooking for quality with promising long term equilibrium. Opinions irrelevant, but argue with me anyways. Working on @Clarity_Markets
9K Followers 855 FollowingPartner at Avenir, where I invest in growth-stage startups and build Savoir, our analytics suite.
Here to bring some analytical irreverence.
Views my own.
7K Followers 468 FollowingPhysician.Masters in Finance. Founder of https://t.co/Xox5srGITn a daily analysis platform of Macro/Micro/Technical/Fundamental data/SEC files. Open for collaboration
24K Followers 1K Followingmostly investing opinions with some warriors basketball and politics sprinkled in. all opinions are my own and not any recommendation to others to buy/sell