The Reverse Repo Facility
Lots of talk about how it's dwindling fast and may soon be empty...but does it really matter?
Yes, it matters. A whole lot more than you may think.
Time for a Fed 🧵👇
Fantastic conversation with the CEO of Norges, Nicolai Tangen, the world's largest sovereign wealth fund hosted by prof. Tano Santos and legendary @mjmauboussin.
I liked the idea of 'negative selection' and 'subtracting value through trading',
Full notes🧵👇🏽
1/22
Here's how I got lucky:
✅Video gamer / wanted to be game designer
✅Police explorer / volunteer / wanted to be a cop
✅Wanted to start a taxi company for students at school in 2006 < maybe a missed opportunity LOL #Uber.
✅Worked at Hollister
✅Worked at Jamba Juice
✅Worked at…
Why most people don't make money:
They invest in assets when they should be investing in themselves.
I’ve spent $120,000 on business coaching - and I have zero regrets.
9 lessons I paid $120k for (free for you):
THE PRIMACY OF REVENUE GROWTH
Having grown up as a Tiger-style investor, one of the lessons that sticks with me the most is the value of revenue growth. As an impressionable 24 year old analyst, I will never forget Steve Mandel from Lone Pine telling our analyst group a simple…
Very excited to release episode one of the new show from @PaulBuser and @buhrman_rick: the Art of Investing
Their first guest is Todd Combs, an investor at Berkshire Hathaway and the CEO of GEICO
They discuss compounding through winding careers
Enjoy!
joincolossus.com/episodes/14034…
Tonight I did one of the hardest things to do as a dad.
After a 16 hour day & leading a long family walk tonight to look at Halloween lights, then wrangling my toddlers into pajamas & reading them books it was finally time to shut it down & relax.
ME TIME FINALLY.
Then my 8…
You can frequently read articles referencing VC "dry powder" and inferring that these large dollar amounts are "burning a hole" in someone's pocket & will imminently find their way to the market. I totally understand the assumption, but things don't really work this way. [cont]
You can frequently read articles referencing VC "dry powder" and inferring that these large dollar amounts are "burning a hole" in someone's pocket & will imminently find their way to the market. I totally understand the assumption, but things don't really work this way. [cont]
You're LEGALLY entitled to compensation for flights canceled or delayed — Here's what you do:
Many flights are canceled or delayed, but you are legally entitled to:
• Refunds
• Alternate transportation
• Compensation for additional expenses
• Reimbursement for…
Bryan Johnson spends $2 million a year to be 18 years old again.
In 2021, he reduced his epigenetic age by 5.1 years in 7 months (a world record)
His 13-steps for a long healthy life:
The smartest scientist in the game:
Andrew Huberman.
I’ve listened to 100+ hours of his podcast and interviews.
Here are 10 lessons you can use to level up your life:
wsj.com/articles/banki…
1) This article explains some of the risks of shadow banks but misses a huge risk.
It fails to mention that all private credit funds use leverage in order to be able to generate net returns of 8-10% to their investors. @boazweinstein
@kieranwgoodwin@boazweinstein I've been working on a research report on this market. Here are a few stats on the market size / composition that readers of your thread might find relevant
Given that private credit is…private, it is much more difficult to size the market. As of Q4 2022, Preqin estimates…
How to find new investments?
Some hedge fund letters offer really fertile hunting grounds 💰💰💰 and are in the public domain.
My top 10 list 👇- focuses on those that share in-depth stock pitches.
I scan these regularly and have made a handful of lucrative picks already.
15 Followers 564 FollowingMEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
5K Followers 2K FollowingStill mastering the error-balancing bicycle, Runner, golfer and blue water fisherman living in Thailand #GoIrish☘️ Retired Head of FICC Trading in 🇸🇬
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478 Followers 495 FollowingFounder of noa (@noavctech) | Europe’s largest Built World VC firm | Backing tech that matters | Fierce Anti-Bully | Fck Cancer | Do well by doing good
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5K Followers 2K FollowingStill mastering the error-balancing bicycle, Runner, golfer and blue water fisherman living in Thailand #GoIrish☘️ Retired Head of FICC Trading in 🇸🇬
22K Followers 305 FollowingChairman of https://t.co/QmWU7IAYiB, @Curriki, former Chairman/CEO of Sun Micro, husband, dad of 4 awesome boys. Love taxpayers, capitalism, personal responsibility.
8K Followers 2K FollowingLeverage AI, algorithmic design, technology and financial knowledge to give individuals the tools to have equal access to the world's economic engine
54K Followers 166 FollowingCurrent: Founder, NewCo
Former: Founded @profitwell
Deep expertise in pricing, retention, and high output management.
How can I help?
1.2M Followers 36K FollowingYou’ve landed at the ✨official account✨ for United Airlines, where everyone is the main character on our flights. DM directly for assistance.
84K Followers 1K FollowingAltimeter Partner working with software businesses at the earliest stages of product market fit. Dad to 4 amazing kids. No investment advice, all views personal
22K Followers 4K FollowingCrypto x AI's on-chain Robinhood 🎯.
Helping fix broken capital formation through post-token launch investment and support.
GP @fintech_io
177K Followers 1K FollowingFounder - Altimeter Capital. Luck befalls the curious mind. Counting life in days and acts of kindness. Views here personal.