Amen 🙏

Amazing what an election can do to Fed forecasts…

The insider who opened trades 30 mins before Trumps tarrif announcement closed the trades for $104m+$88m=$192m profits. The Hyperliquid accounts were opened today.

50x leverage. 2% adverse price move and equity is wiped. If /ng is the widow maker, wtf do you call this? 🤣

Just rewatched Annie Hall. Diane Keaton made awkward into an art form. The oversized menswear, the hesitant laugh, that whole “well, la-di-da” energy. She was never trying to be cool, which made her the coolest person in the room. Woody Allen caught something real about

Fun parent moment. My oldest just started his third year playing college hoops. He recently told me in speaking with his old HS coach that his coach told him “you changed our entire program permanently.” Apparently his work ethic stuck around. Players have been showing up

Always say yes to your kids concert requests. Cale seeing Shawn Mendes at Hollywood Bowl tonight.

I keep seeing some version of “still no effect on me from govt being closed” Well, I have two apt deals we are selling that are HUD assumptions. Completely stalled. Guess I’m the only one being affected lol. Also had this happen during Trump 1.0 shutdown. Fun times.

Nice way to end the week. We locked in our 2026 master insurance policy renewal at ~$710/door, down ~$177/door from 2025. $800k in annual savings for our portfolio. We escrowed for an increase, so sitting on some healthy excess reserves. A welcome breather from the

Wanna be blown away? Watch Reds (1981). Diane Keatons performance as Louise Bryant during the Russian Revolution is one of the best performances in all of cinema. 3+ hours of epic storytelling you won’t forget.​​​​​​​​​​​​​​​​ RIP Diane. What an incredible talent. 🙏

Central banks have now cut rates as much as they did during the GFC. 300+ cuts in the last 2 years.

Still a 🐐 comment h/t locked account

Friendly reminder:

Pokrovsk has fallen, and Myrnohrad has been completely surrounded, with thousands of Ukrainian soldiers inside the pocket. Footage appears to show many soldiers surrendering in what has become one of the worst defeats of the war

Every man is guilty of all the good he did not do. - Voltaire 12 words. 7 word punch.

Warren Buffett‘s last shareholder letter. berkshirehathaway.com/news/nov1025.p…

Very important to understand: Maintaining optionality is, itself, very costly, bc, by delaying commitment, you miss out on compounding, and compounding is the most powerful force in business (& life).

Happy Veterans Day. 🇺🇸 "Homecoming Marine: The War Hero" - Norman Rockwell (1945)