@BillAckman@TennisHalloFame@JackSock Good pushback on FNC media narrative. I hear your black tie event was great. I’ll be sure to visit the tennis HOF in the future and contribute.
If the secular tide is cresting, we will need to rethink the 60/40 paradigm that served us so well from the late 1990s until 2022. My sense is that we need to paint this canvas with broader strokes, emphasizing the alpha over the beta. Equities? Yes, of course. Bonds? Also, but maybe fewer than before, replaced by harder assets such as gold, commodities, Bitcoin, and cash.