The credit cycle in 2026 is going to look dramatically different than 2025 If you want to understand the drivers of macro liquidity and credit in the system, it is all about LINKING how the interest rate complex is interacting with the risk curve and the underlying economy 🧵

MIT just published a 26-page report on AI (2025). Hope this is useful.

This is probably one of my favorite clips from Stanley Druckenmiller. Listen to it at the start of every new year "We have always believed that January 1 is when the house starts. I think this is the reason we have not had a down year. When I am up, I will play much more

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BUILDING MUSCLE: WHAT SCIENCE SAYS ABOUT TRAINING SMARTER If your goal is muscle growth (hypertrophy) and strength, then a few training principles matter most: 1. Load, Reps & Effort ▶️Whether you lift heavy or light weights, the key driver of muscle growth is how hard your

Are you ready to jump-start your classical charting education and trading? Our 3-day New Year’s Sale begins today. $418 (annual/recurring) normally $495, this offer expires January 3rd. Tech Charts focuses on classical chart patterns identified and featured from a broad

MIT's "Street Fighting Mathematics" This course teaches the art of guessing results and solving problems without doing a proof or an exact calculation. Book: ocw.mit.edu/courses/18-098…

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RISK MANAGEMENT CHEAT SHEET FOR TRADERS:

STOP TELLING CHATGPT “ACT AS AN EXPERT STOCK MARKET TRADER”. Bad prompt = Bad result. Use these prompts instead and see the magic:

3-Day New Year’s Sale begins. New Year. Same truth markets have always taught. Trading success comes from process, not prediction. The Factor Report shares real experience from decades of profitable trading — classical charts, risk control, and emotional discipline. Annual:

STANLEY DRUCKENMILLER. WHEN YOU SEE A GREAT TRADE BET BIG.

Must have books in your library for position sizing/risk management.

This is one of my favorite Druckenmiller interviews. He reveals the type of mentality you need to compound at 30% CAGR for almost 3 decades, without a single down year "I am a very competitive person, even though it is just my own money [now]. I wish I wasn't, but I am. Probably

⚡️If oil holds near $50, Russia can’t fund the state without hollowing its industrial base. Their taxation logic collapses. Their geopolitical leverage shrinks. Their export balance implodes. They lose both fiscal glide and strategic autonomy. This is why the Maduro operation

Druckenmiller on what traits the best investors have in common "They are extremely competitive. They have an unbelievable will to win. If you look at anybody with a great investment record, for whatever reason, the people without passion cant compete with them. They have

Underrated book by Robert Carver.

Man, Druck really doesn't miss does he. This was from May 2024. Absolutely nailed it.

Stanley Druckenmiller: "I am not sure whether I have ever made money on my shorts." Many investors were short at the start of the year, and we got a great rally yesterday. That's why I never short even if the market is expensive. Timing is pure luck. It's a gamble.