Andrew Draft, CEPA®

@NewEdgeWealth Previously: @Uber, @getgrover, @Postmates, @Wantickets

[Andrew Draft, CEPA® @DraftAndrew]

Since January, the entire S&P 500's gains have come from just two corners of the market, AI and energy. Everything else is actually trading at less than where it started. @apolloglobal Good time to be direct indexing.

[Andrew Draft, CEPA® @DraftAndrew]

Beyond disappointing

[Chicago Bears @ChicagoBears]

Statement from Chairman George H. McCaskey and President & CEO Kevin Warren:

[Pat Dwyer / Miami / Naples / N.Y.C. @patrickjdwyer]

Our interview with the Miami Herald on the wealth boom in Miami. Thank you @VinodSreeharsha @MiamiHerald @MiamiMayor

https://t.co/cyhB78YCP6

[Andrew Draft, CEPA® @DraftAndrew]

Anthropic raises alarm over secondary share sales https://t.co/hiPDcmdXrA

[Andrew Draft, CEPA® @DraftAndrew]

Una més 🏆🔵🔴💪

[FC Barcelona @FCBarcelona_es]

𝗖𝗔𝗠𝗣𝗘𝗢𝗡𝗘𝗦 🏆
No es solo una Liga.
Es historia. 💙❤️

[Andrew Draft, CEPA® @DraftAndrew]

Good read on legacy: Long-Term Money by @morganhousel. @collabfund https://t.co/L3LvAkejh8

[Charlie Bilello @charliebilello]

BREAKING: The S&P 500 just hit a new all-time high for the first time since January, fully recovering from the 10% correction. $SPX

[Andrew Draft, CEPA® @DraftAndrew]

The Financing Gap in Sports: Unlocking a $2.5 Trillion Opportunity Apollo Global Management https://t.co/B0PmDmqyQf

[Mr Family Office @MrFamilyOffice]

The cost of opening a Single Family Office

+ cost trends below

[Ben Carlson @awealthofcs]

No one knows how long a correction will last when you're in it

But buying stocks when they are down tends to be a good long-term strategy

A look at what happens when you buy the stock market down 10%, 20% and 30%:

https://t.co/iIhxLqzSjf

[Bill Ackman @BillAckman]

Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend.

One of the best times in a long time to buy quality.

Ignore the bears.

[Andrew Draft, CEPA® @DraftAndrew]

Nvidia, Uber, Waymo Are Rebuilding AV - ⁦@Benzinga⁩ https://t.co/GodNd6ODIX

[Andrew Draft, CEPA® @DraftAndrew]

🍿Sempre s’ha fet @FCBarcelona 🔵🔴
#BarçaNewcastle

[Andrew Draft, CEPA® @DraftAndrew]

LPs will use SaaS-pocalypse to separate the good from the lucky ⁦@PitchBook⁩ https://t.co/hWvBNxHe6f

[Andrew Draft, CEPA® @DraftAndrew]

Why Private Equity? Why Now?@KKR_Co⁩ https://t.co/pRCv1jg3oI

[Andrew Draft, CEPA® @DraftAndrew]

Family offices with at least $1 billion in assets reported spending $6.6 million in annual operating costs on average, up from $6.1 million in 2024. ⁦@CNBC⁩ https://t.co/tbnQHyAOaz

[Andrew Draft, CEPA® @DraftAndrew]

Congrats @Daniel_Jacker @JkLvy and the entire @ZaiNarTech team! 🙌

[Steve Jurvetson @FutureJurvetson]

ZaiNar emerges today from 9 years of stealth.

The company has developed a totally novel technology that tracks the location of anything that emits a radio signal (phones, drones, vehicles, IoT devices, anything with cellular or WiFi). No new hardware needed, and you get sub-meter accuracy for location and sub-nanosecond for timing sync.

As AI moves into the real world with robotics, autonomy, and live agents, having location services like ZaiNar's becomes essential.  It is radically different from any other approach, more akin to a spread spectrum interferometer as a software overlay. And they are built into the 5G cellular standards allowing carriers to offer more precise geolocation than ever before.

Today’s news: https://t.co/DMGEVm1bWi

[Andrew Draft, CEPA® @DraftAndrew]

@shaig 🎯

[Andrew Draft, CEPA® @DraftAndrew]

Growth in US-based unicorns over the last decade 📈🇺🇸🦄

[Andrew Draft, CEPA® @DraftAndrew]

Data center financing is locked in for 2026. Washington is pushing to reshore semis, pharma, and defense. Fiscal policy is expansionary and the CBO sees it adding ~0.9pp to GDP. Hard to be bearish on the US, markets may shift from Fed cuts to hikes later this year. @apolloglobal