A good macro thesis is like a good joke—timing is everything.

Risk is what’s left over when you’ve convinced yourself it’s all priced in.

A strong dollar is very underappreciated. I'm afraid we'll learn that the hard way.

The point of investing isn’t to predict the future. It’s to survive it.

Wealth lets you make mistakes without consequences. Poverty can mean perfection isn’t enough.

You can’t print productivity.

open.substack.com/pub/nickpardini

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Schedule a Call with Me: calendly.com/afwithnick

Private equity allocations are oftentimes like ostriches putting their heads in the sand.

Are We Too Broke or Too Selfish to Have Kids? Simone & Malcolm Collins youtu.be/h2tc3J9txXg

Why Old Money Is Dying youtu.be/NydD6fCghAQ?si…

How Social Media Mirrors Class Divides youtu.be/YDSZ7wEcDzQ

The biggest risk isn’t what you don’t know. It’s what you think is true that isn’t

Isn’t that called a vacation?

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The fastest way to lower average housing prices in American cities is enforcing the law/reducing criminal activity. Huge chunks of high-density housing are trapped in Bad Neighborhoods, no-go zones depressed well below nearby prices. Nobody with options even considers them.