It’s over We’re back It’s over We’re back It’s over We’re back

When Trump says ‘tariffs,’ the market says ‘Ghibli.’ 🌟📉 Because even a crash looks nicer in a fantasy world. 🌸💸

Crazy week but some observations I've had from my PE GP seat.

me after making one trade that suddenly rallied due to a completely different catalyst

almost forgot this is the whole point.

A question that lives in my head rent free…

Now that the S&P is back to flat YTD, great time to bring back this classic reminder about markets

Coatue just shared 30 pages on a stock market update Get the Full Deck below ⬇️ 1) The 2025 Drawdown 2) EPS and VIX Overview 3) Divergence between Wall Street and Main Street 4) The TMT Opportunity 5) Munger Quote, from a Momentum / Growth Shop? 6) OpenAI Update ....

When the balance sheet actually balances

i can no longer obey; i have tasted command, and i cannot give it up. - Napoleon Bonaparte