THERE WERE SIGNS 1. Shay Boloor took the opportunity to dump on his followers citing paying for his marriage as rationale 2. SoFi booster got a job at SoFi and went dark. This is ‘narrative cover’. A convenient way to dump shares and not disclose. 3. Fortress and Citadel

Precious metals distribution with volatility checks out !

Amen to that ! I’d guess this begins post March H2. Solid

Everyone is laughing at the Netherlands tax. Keep laughing, it's coming to you soon.

The results are in. Size does matter. New post on the psychology of position sizing. Why it matters more than your entry, your thesis, or your stop. Free to read. lordfed.co.uk/p/size-matters

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No one like Paul Tudor Jones

TIL that from 2002 - 2009, newspapers stocks went down in a straight line bc the market foresaw the disruption of the internet yet earnings continued growing for 5 straight years... until they didn't.

Remember ppl thinking gold and silver was about to rotate to crypto

Semi Analysis is starting a venture capital fund and you’re long?

Remember this scene in The Big Short? Jamie Shipley and Charlie Geller have bet everything against the housing market. They've been bleeding for months, wondering if they're wrong. Then they flip on CNN and see it: New Century Financial - the second-largest subprime lender

Bro blue owl is redemption halt maxxing and creditcels instantly caught a catastrophic cortisol spike. now the whole sector is liquiditygooning while getting MTM mogged and jestermaxxing for LPs

The King’s own court just ruled against his signature economic policy… Worst authoritarian dictatorship ever.

Pack it up

Next week will be absolute cinema

Barrons dropping articles like this at $dxy lows and the you are long ?

42k

new citrini piece tells you more about which positioning is more offside