Munger and Buffett knew the secret to investing is weak competition. They used a multi-disciplinary approach to identify where human psychology creates weakness. In sports, I always wanted to beat the best guy on his best day. In investing, you realize beating the best guy on

Happy people love people, use things and worship the divine; unhappy people use people, love things and worship themselves. There is a ton worth reading in The 5 Types of Wealth by Sahil Bloom

Listening to The All-In Podcast Chamath Palihapitiya needs to do some research on $GLXY as it is levered to both AI and Crypto. It’s the bet I have leaned into versus the S&P 493

If the correlation to global M2 holds Bitcoin is hitting 170k in the next few months. Buckle up

Every time Lululemon screams ‘Copycat!’ Costco wins. They are advertising to the world: you can get Lululemon-level quality for a quarter of the price. And that message didn’t cost Costco a dime in advertising. If I was Costco I would drag this one out.

America isn’t perfect, but it has been striving to be the shining city on the hill for 249 years. It has represented freedom and opportunity to the world. I’m proud to be an American today and everyday. My sincerest gratitude to all the people that make this country amazing.

The best private deals are going to come with some chaos. Solving non-economic issues is the price of admission for great economic value.

When retail jumps in here Bitcoin is going to go vertical. There is 7tn in money market funds. At least half of that should be probably be in Bitcoin. Broadly everyone is still over allocated to cash.

Mike Novogratz You should buy bitcoin with half (or some portion) the collateral raised for AI data center buildouts. The Bitcoin on the balance sheet will start trading at a multiple of NAV versus currently where there seems to be minimal credit relative to treasury companies. It

Cannot wait for someone to launch a Sydney Sweeney meme stock treasury company

Somewhere last night in New York City, a single mother and her children slept at a homeless shelter because you, assemblyman Zohran Kwame Mamdani are occupying her rent controlled apartment. You grew up rich and married an even wealthier woman. You’ve had weddings on 3 continents.

Today, I am proud to announce that I will be proposing “Zohran’s law," a law that will keep the rich out of New York’s affordable housing. Zohran Kwame Mamdani : you say freeze the rent. But for who? Rich people like you? Hardworking, working class New Yorkers are being pushed from

I love that the $GLXY bull case is becoming louder. Just pointing out called this out 250% and only four months ago. I didn’t foresee them adding another GW to potential Helios datacenter and their ability to monetize the treasury boom, but rare to be this right this quickly.

Following your fear is a great way to know what you should be doing and more importantly reveal your true self. Do the scary thing.

Ultimately, equity prices are determined by the supply / demand dynamic for shares. Lots of people spend time on the demand for stocks, but few people study the supply dynamics. For example, would you expect a department store stock to be one of the best performing stocks over

In memory of Charlie, I urge every major American university, especially the Ivy League and New England’s small liberal arts colleges, to invite conservative speakers to their campuses and to welcome them. Academia cannot be a no go zone for conservatives. Charlie would welcome

Can't stop thinking about how Charlie Kirk was given a death sentence for openly debating people on college campuses (where open debate is supposed to be welcome). We need to create market-based incentives for media that if they cultivate hate and clickbait there are actual

Optimism is a moral duty. This has never been more clear than right now.