Going to make a thread of quote tweets to review in 6 months when the market is probably significantly lower than here.
'There were no signs'

Everyone around me is getting engaged or having kids.
Jokes on them, while they’re wasting their lives I’m staring at a computer screen to move money around to make more money.

It turns out when I thought my portfolio was Uncorrelated I meant to the upside only

As much fun and interest it is to follow the news here, I pray for the safety of all the people in Iran and Israel if a war erupts.
I hope this is a game of brinksmanship and we can walk from the edge.

⚠️ AXIOS POLITICAL REPORTER TWEETS: IRAN SENT A MESSAGE TO THE BIDEN ADMINISTRATION THROUGH SEVERAL ARAB COUNTRIES EARLIER THIS WEEK: IF THE U.S. GETS INVOLVED IN THE FIGHTING BETWEEN ISRAEL AND IRAN, U.S. FORCES IN THE REGION WILL BE ATTACKED, THREE U.S. OFFICIALS

The difference is I'd argue this is entirely false.
The MOEX dive bombed in mid February, one day I believe falling 25% as foreign investors fled.
We can see the Israeli stock market has a relatively muted reaction (but still significant on the month).
But there were a ton of…

Ping Lily

Might be war over the weekend, better sell my digital assets just in case

If I get elected president, I will change math so if you lose 50% one day and make 50% the next day, you're back at even.

Lily Relative value vs cocoa at the lows...

So apparently one of the Japanese net-nets I own is now a sort of meme stock because they pivoted to generative AI.
It's up like 150%.

All you had to do is buy tech and do nothing else for the past decade, but instead you went long failing cable companies, nail fungus, South African gold miners, Australian uranium royalty trusts, random Canadian convenience stores, random Japanese small businesses, Latin…