try to make sense of things that mostly don't make sense
Joined February 2022
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Had an $EWY alert at 150 go off this morning. Gonna wait a bit for that one, probably better off buying it if it goes up a little than now.
If you said $MSFT would be the hyperscaler up most YTD in May you'd have been laughed out of the room
Been trying to think through the dynamics of what you’d be doing if you hypothetically had a 30% ANT position marked up 500% this year and your fund is net +10 including the pre-IPO stuff. Think ST that’s probably the most important question for the AI trade outside macro/geopol
This is probably a good depiction of the AI future impacts to hedge funds too. Top performing PMs bidless, analysts offerless. And this was supposed to fix wealth inequality?
Golf is such an annoying sport.
Same course:
Last Round: 5/18 GIR, 78, 29 putts (one lucky chip in).
This Round: 10/18 GIR, 83, 37 putts. Back to the practice green we go.
This is an accurate description of the current state of the technology, but what causes the normies described below to purchase subscriptions? For businesses coding is effectively 100% penetrated and the white collar replacement thesis hasn’t played out yet. Who bridges the gap?
People get too fascinated by blow ups. There are blow ups every day. Some pod monkey is out of a job every week. You’re better off focusing on learning how to make money than thinking about other people. The PvP nature of markets at the largest size level doesn’t matter to you
