“My dear, here we must run as fast as we can just to stay in place. And if you wish to go anywhere, you must run twice as fast as that.” - Lewis Carroll, Alice in Wonderland
Buying residential real estate now sure makes me feel a lot like buying into a private equity fund that was set up and invested during low rates and about to be gated at any moment.
SHOCKING: Cancer is NOT the disease.
It’s the symptom of your immune system already collapsing.
Dr. Patrick Soon-Shiong just dropped a truth that rewrites everything we thought we knew about cancer and longevity: The real killer isn’t the tumor.
It’s when your Absolute Lymphocyte Count (ALC) — drops below 1,000 cells/μL. That’s lymphopenia.
We’ve spent 40+ years nuking the symptom with chemo and radiation… while those same treatments deliberately wipe out the exact cells that could have saved you. We treat the tumor and ignore the host. Your ALC is your immune army.
Low ALC = defenseless.
Now we can understand why there is an explosion in cancer since the Covid vaccine injection, because it lowers your immune system.
Wait, you're telling me that running $2 trillion deficits, introducing new taxes on goods, and starting a fresh war in the Middle East, has not been effective at getting the cost of living down?
"Strive to be disciplined, rules-based & algorithmic in your investing in order to keep your behavioral foibles at bay. Know thine enemy—it is primarily yourself, but don't forget that many others will be trying to get a slice of your financial pie too."—Victor Haghani @ElmWealth
The community note nails it. They spent a decade with home prices up 53% while incomes rose 13%. Now the fix is $2B+ of our money buying unsold condos from developers, which props prices up, not down. A builder bailout dressed as affordable housing.
It’s remarkable how much of life is about finding something to work on that gives you energy and surrounding yourself with people you love and then ruthlessly and militantly blocking out every single thing that gets in the way of maximizing your time spent on those two things
The investing paradox of speed.
Most investors have it backwards: they’re impatient with winners and hesitant with losers.
Success requires patience when correct and ruthlessness when wrong.
“There is nothing in this world — which will so — violently distort a man’s judgment more, than the sight of his neighbor getting rich.”
JP Morgan, after the panic of 1907.
@SpecialSitsNews Why is this lawsuit also not a confession by the pension managers that they are incapable of acting as independent analysts and proper fiduciaries for the pension they manage?
🚨 I CANNOT LOOK AWAY FROM THIS CHART 🚨
This is the Dotcom crash overlaid on today's S&P 500
Every week I come back expecting it to finally diverge
It doesn't
The overlap keeps tracking with a precision that is honestly unsettling
What are your thoughts on this?