Messages
7/25/2024
12 : 34
How to spend $4.5tn, false diversification, the life cycle of big companies
Plus: REITs might be ready to rocket
7/18/2024
12 : 4
Negotiate wisely > Google gone too far > Ai agents
Plus: The US economy isn't really reacting to changes in interest rates
7/11/2024
10 : 14
⛔️ Mind the $600B gap > Asset class performance review >
Plus: The S&P isn't really diversified
7/3/2024
18 : 44
Claim a piece of '76 claimed > Second level thinking > Elevator pitches
Plus: The cost of holding cash
6/27/2024
12 : 14
😓 Avoiding burnout
Plus: How much you need to go public, Target looks up its ecommerce game & more
6/20/2024
16 : 34
Get awkward, do weird $hit, find success
Plus: Hot money is dangerous, the end of the petrodollar & more.
6/13/2024
16 : 44
Allocating capital > liquid wealth > the future of the 60/40
Plus: Your business is not your retirement plan, a functional concentrated market & more.
6/3/2024
8 : 45
Build wealth by being less dumb
Plus: Domination mindset over growth mindset, big Google leak, ETH ETF & more.
5/23/2024
15 : 14
Beyond Grit: Optimism Matters for Entrepreneurs
Plus: Portfolio construction, the value of wisdom, shrimp Jesus & more
5/17/2024
12 : 44
Equity steps ups might just be the best perk ever
Plus: Big tech a as a hedge against inflation, PE using debt to pay dividends & more
5/9/2024
16 : 24
Holdco Or LLCs: What's The Better Play?
Plus: investing in homebuilders, founder-angel benefits, and 1st party data strategies.
5/2/2024
17 : 34
Rich again, broke again: A hypothetical wealth reset
Plus: Bad Google, investing in energy, and where RE returns are really coming from
4/25/2024
16 : 14
🕝 24hr trading on the NYSE?
Plus: India investments are looking sexy, TikTok ban bill passes, and Thrasio takes another hit.
4/18/2024
15 : 54
Anyone heard from Dick?
Plus: Big tech may have reached its peak, and why all billionaires are a$$hats.
4/13/2024
8 : 14
How to invest in Space
Plus: Japan is a rocket ship & how to create a structured financial philosophy for yourself.
4/4/2024
16 : 34
Optimism is the new black
Plus the 'introvert economy' and who owns all the bitcoin?
3/28/2024
17 : 34
Wealthy people don't cover their windows
Plus the real cost of self funded searches, the math behind renting vs buying & more.
3/21/2024
12 : 14
Everything is awesome.
Plus the NAR settlement 💣 & private debt becoming a key financial tool
3/15/2024
1 : 57
The SEO bloodbath, ETH > BTC, and TikTok's last breath
Plus new accredited investor qualifications
3/7/2024
23 : 14
Investors 🤝 Entrepreneurs
Plus bankruptcies, bubble indicators, and giant SEO update