The more people scream "bubble!," the less likely there is one.
Anthony Pompliano
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Brains will break if interest rates go higher and then stocks keep hitting new all-time highs.
Bitcoin continues to be one of the most interesting risk-reward assets for the next two decades.
There may be more human slop than AI slop on the internet still.
GameStop CEO @ryancohen wants to win. I sat down with him and he explained how AI is changing work and hiring, his concerns about where humans fit in an automated future, and the rise of the retail investor. We also discuss Neuralink, how he talks to shareholders, his biggest failure, and the legacy he wants to leave. $GME YouTube: https://t.co/keO322D4YB Spotify: https://t.co/0ixukBMZfz Apple: https://t.co/pfIdbOOGh8 TIMESTAMPS: 0:00 - Intro 0:30 - AI risks & how GameStop uses AI 3:04 - How Ryan spends his time 6:05 - Hiring in the age of AI 7:45 - Why Ryan wants to learn Chinese 8:55 - Robots, UBI & human utility 13:53 - Neuralink & bra…
Berkshire Hathaway just invested more money in Bending Spoons. I would never bet against @luke10ferrari and team. Incredible to watch the old holding company power the new holding company in a technology age. https://t.co/ZC7Mv3mmOL
"Today is the start of the best 60 days of the year for stocks." - @caprioleio https://t.co/UlUPa6T5Nz
Be weary of Chauffeur Knowledge. Too many people in the world confuse surface knowledge for deep understanding. They rattle off big words, regurgitate ideas they heard elsewhere, or describe high-level concepts, but these individuals lack true substance. Avoid this approach at all costs. My friend Ben Buchanan highlighted this idea when he pointed me to the famous Charlie Munger commencement speech, where the famed investor tells the story of Max Planck’s chauffeur. Munger says: "I frequently tell the apocryphal story about how Max Planck, after he won the Nobel Prize, went around Germany giving the same standard lecture on the new quant…
The government reported inflation this morning at 3.7% year-over-year. Higher than we want it, but lower than most predictions when the Strait of Hormuz was first closed.
Good morning. Today is going to be a great day. Let’s get after it relentlessly.
There are two types of people in the world: 1. People who like the Hamptons 2. People who like the Jersey Shore The modern day "know thyself" test.
I never understood people who are perpetually pessimistic about everything. It must be such an unhappy approach to life.
People don't want Wall Street telling them what to do with their money. That is why we built Silvia. A private, secure AI agent to help you manage your investments and finances. Try it free: https://t.co/mpzm60uv5O I explained on Fox Business this morning. https://t.co/anmP1dSfMP
Good morning. Today is going to be a great day. Let’s get after it relentlessly.
In this house, Christopher Columbus is a hero.
October is the start of the 4th quarter. Real OGs know bitcoin shines in the 4th quarter. https://t.co/42IjnqE4Q0
Wow. @micro1_ai has "surpassed $1B annual run rate while remaining historically profitable." This company is an absolute monster. Congrats @aliansarinik and team.
Jordi Visser believes there could be a coming "Bankpocalypse" "I believe the banks are going to go through a problem in the coming years. One is the rise of AI agent... The second is that the guardrails are going to apply pressure as well. And this is where crypto fits in." https://t.co/3gmtRsHBkJ
There are two types of morning men. The internet is full of "life hacks" promising to make you smarter, wealthier, or more fit. But I wouldn’t be so sure of these quick fixes. Instead, a good life is built by doing the simple things extraordinarily well over a long period of time. Take the paradox of the 4:30am man from X user @BowTiedYukon. He writes: "There are two kinds of men who are awake at 4:30 in the morning. One, full of caffeine on his way to the gym or work, is ready to own the day. The other, full of alcohol or narcotics, stumbling home trying to escape it." Be the first man. Avoid the second man. The difference between these…
The models are now smarter than the average human, which means the models should be making more decisions than the humans in your organization.
Good morning. Today is going to be a great day. Let’s get after it relentlessly.
I have been banging the drum about companies fine-tuning their own models and now Coinbase is saying they are doing it themselves. Faster, cheaper, better than the frontier models. This is exactly how @cfosilvia reached outperformance in important personal finance topics. https://t.co/I0zwRfW6mO
Our goal at @cfosilvia is to build the most private, secure, and accurate AI agent for your personal finances. I will answer questions for the next hour about the product or our company $SVIA What questions do you have?
NY Giants ❤️
The pessimists are worried about a bubble popping. @jvisserlabs points out the "bubble" didn't pop even after a pandemic, the fast rate hikes in history, nearly 10% inflation, the fastest bank runs in history, sweeping tariffs, and shutting down the Strait of Hormuz https://t.co/FBvVphPGcp
Tax extensions are due on Thursday this week. It is a pain to know what you owe and get the relevant information to your accountant. @cfosilvia is purpose-built to solve this. You can sign up, attach your accounts, and then do two things: 1. Ask Silvia to “build an Excel workbook of every holding across all my accounts, with cost basis, account tax type, and unrealized gains/losses. Put one tab per account.” This is a real prompt on Silvia that works magic: https://t.co/4LyYZFS9TU 2. Hit the one-click Personal Financial Statement generator button and then send the Excel workbook, along with the PFS, to your accountant. These two featur…
Be the 60% spouse. The person you marry is one of the most important decisions in your life. You will spend more time with this person than anyone else. You will make decisions together, grow together, and raise children together. If you choose the right person to marry, your life will be filled with happiness and prosperity, but if you choose the wrong person, you will be condemned to a life of unhappiness, drama, and financial problems. But choosing the right spouse is only half the battle. A good marriage is not created on your wedding day. It comes from the constant work that you and your spouse do to be a good partner to each other ov…
Don't get outworked by a crackhead. Someone out there with way less resources than you is going to figure it out today, so you better figure it out too. This is page 80 from my new book: https://t.co/ZxRpmfxORl https://t.co/g4eV2bBhPX https://t.co/7y36kq1LP6
"I think next year is the year we are going to see the biggest moves in crypto." "I really do believe people have to be patient with this...it's a bull market." @jvisserlabs is sounding the alarm that we are in a bull market. Do you agree? https://t.co/Wql70qIYqt
"[Silvia] is truly the best AI finance tool for detailed analysis and not just general suggestions." Every day we see intelligent investors leave other personal finance products to become Silvia misfits. Give it a try for free & see for yourself. https://t.co/mpzm60v2Vm https://t.co/T7ioOPqW5L
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