"Since the market tends to go in the opposite direction of what the majority of people think, I would say 95% of all these people you hear on TV shows are giving you their personal opinion. And personal opinions are almost always worthless facts and markets are far more reliable
MY FATHER SPENT 32 YEARS STUDYING MARKETS AND LEFT ME 12 RULES
Most people learn these the expensive way
Price falls 5% → Hold
Price falls 15% → Buy 10%
Price falls 25% → Buy 20%
Price falls 40% → Buy 30%
Price falls 60% → Buy 40%
Price rises 5% → Hold
Price rises 20% → Hold
Price rises 25% → Sell 10%
Price rises 40% → Sell 20%
Price rises 50% → Sell 35%
Price rises 70% → Sell 40%
Price rises 100% → Sell 90%
Always keep 10% as a moonbag
Never go all in, never go all out
Simple framework, almost nobody follows it
Follow me - the people who do tend not to regret it
i can't believe this 1 hour talk by Jim Simons, the mathematician who turned $1 into $27,000 with pure math over 30 years & built the greatest quant fund in history, literally told you exactly how he did it from scratch:
At 940 pages, Warren Buffett’s collected shareholder letters sound like homework. Instead, they’re a surprisingly rich read: funny, instructive and full of lessons that go beyond investing. https://t.co/FLwsYrf4z8
Never seen anything like the Epstein files in my life.
-Violated
-Cannibalized
-Trafficked
-Filmed
-Terrorized
-Tortured
-Murdered
-Children aged 13, 14, 15 years old
ZERO arrests
🚨💵 1997 Asian financial crisis was IMF-engineered to strip Thailand's assets — economist
Richard Werner — professor of banking and creator of the Quantity Theory of Credit — was sent to Thailand in 1998 as an official adviser from the Asian Development Bank. His conclusion after analysis: the crisis was deliberately engineered.
🔴 Thailand's central bank allegedly worked with the IMF to engineer a boom-bust cycle, then invite IMF intervention
🔴 The IMF's conditions required Thailand to sell its banks and industries to foreign buyers — at deeply discounted prices, with the currency artificially devalued
🔴 Werner names the mechanism: manufacture the crisis, collapse the currency, then force distressed asset sales to foreign elites at pennies on the dollar
🔴 Thailand had been performing strongly before the crisis — the collapse was not inevitable
"I concluded that it was a plot by the local central bank in Thailand against the country, together with the IMF," Werner told Tucker Carlson.
This is how the global elite carries out heists on an international scale.
Those who listen will become MILLIONAIRES.
Once the AI hardware rotation slows down…
power will still need to grow exponentially.
Here’s the AI Power Super cycle that RETIRES you:
1. Layer 1 Fuel & Natural Gas Supply
(the energy feeding the AI boom)
• $EQT - largest U.S. natural gas producer
• $KMI - gas pipelines + infrastructure
• $WMB - natural gas transport + LNG
• $ET - massive U.S. energy network
2. Layer 2 Onsite / Fast Deploy Power
(the real near-term bottleneck solution)
• $BE - Bloom Energy fuel cells
• $GEV - gas turbines + power systems
• $CAT - backup generators
• $CMI - power generation systems
• $KGS - gas compression + mobile power
• $TE - solar + microgrid exposure
3. Layer 3 Grid & Electrical Infrastructure
(the hidden AI winners)
• $ETN - electrical systems
• $PWR - grid buildout
• $VRT - cooling + power management
• $HUBB - transformers + grid equipment
• $NVT - electrical infrastructure
• $EMR - industrial power systems
4. Layer 4 Nuclear & Long-Term Baseload
(the future AI power source)
• $OKLO - advanced nuclear
• $SMR - small modular reactors
• $NNE - portable microreactors
• $CEG - largest U.S. nuclear fleet
• $VST - nuclear + power generation
• $BWXT - reactor components + services
Here is how it breaks down.
AI models get larger. Data centers get bigger.
Energy demand keeps accelerating.
MIT just uploaded a new version of the most-watched finance lecture on OpenCourseWare.
Lecture 13: Portfolio Management. taught by Jake Xia, former Morgan Stanley practitioner who now manages endowment capital.
free. no paywall. 1 hour.
he starts by handing every student a blank piece of paper and saying: "you have $10,000. write down your portfolio. use your intuition. don't think too hard."
then he spends the next hour showing them why almost every decision they made was wrong.
the most important line from the whole lecture: "portfolio construction is really about sizing. it all comes down to sizing."
this is one of the best free lectures on portfolio management available anywhere. bookmark it.